Integrate Clearbit Reveal with SalesIQ
Integrate Clearbit - Reveal with SalesIQ
Configuration
- In Zoho SalesIQ, navigate to Settings > Integrations > Data Provider > Clearbit (Reveal).
- Click on Enable.
- Now click Connect with Clearbit (Reveal) option.
- Then, Log into your Clearbit account, and navigate to the API tab. You will find two API keys, copy the first secret API key .
- Back In Zoho SalesIQ, paste the Copied Key in the input field under Let's configure Section.
- Finally, click on Update.
Set refresh time
- Navigate to Settings > Integrations > Clearbit Reveal (Under Data Provider) and then click on Advanced Configuration.
- In Advanced Configuration, choose the frequency you would like to set to refresh the data (Weekly, every 30 days, every 90 days.)
- We would recommend you to set the refresh period as 30 days.
- If the company/visitor data is edited/deleted in Clearbit it will reflect in Zoho SalesIQ while refreshing.
- If the data is deleted in clearbit, then the existing data will appear only in the visitor history section until the next visit of the visitor.
Disable
- In Settings > Integrations > Clearbit Reveal, you can click on the Disable button on the top right.
Prioritize Visitors
- In the Live Visitor's view, click on Customize on the top right.
- Inside this section, choose Add to pick the conditions and criteria to categorize visitors based on Clearbit company information.
- Under Audience criteria, choose a criteria between Clearbit company and Clearbit visitors.
- Then, choose the criteria and condition for the company filter. Set similar rules for all the 4 rings.
- Provide a name for the rule and then click on Save.
Visitor Routing
- Navigate to Settings > Visitor routing under Automate.
- Click on Add on the top right to to set your required filters.
- Choose the Brand you want to map the routing rules to.
- In the Audience criteria section, select between Clearbit company and Clearbit Visitors option.
- Choose a pre-defined condition for the same, and then click on Next.
- Then, choose from one of the various routing option available, and click Next . This decides how visitors are routed to your operators.
- Choose the required operators on the Operator selection section, based on your routing options.
- In the Preview Section, you can see all the rules you have set.
- Specify a name for the routing rule.
- Finally, click Launch.
Chat Routing
- Navigate to Settings > Chat routing under Automate.
- Click on Add on the top right corner of the window.
- Choose the Brand you want to map the routing rules to.
- In the Audience criteria section, select between Clearbit company and Clearbit Visitors option.
- Choose a pre-defined condition for the same, and click Next.
- Then, choose from one of the various routing option available, and click Next . This decides how visitors are routed to your operators.
- In the Preview Section, you can see all the rules you have set.
- Specify a name for the routing rule.
- Finally, click Launch.
Set Triggers
- Navigate to Settings > Automate, click on Add which you can find in the top right corner of the window.
- Choose a Brand on which the rule is to be activated.
- In the Audience criteria section, select between Clearbit company and Clearbit Visitors option.
- Choose a pre-defined condition for the same.
- Choose when would you like to initiate the trigger in the Chat Initiation section.
- Then, choose a trigger type in the Trigger type section.
- Configure the message and set the time after which the trigger should be inititated in the Custom Trigger section.
- Review all the criteria set for the Trigger in the Preview section and finally click on Launch.
Push data to CRM
- In Zoho SalesIQ, navigate to Settings -> Integrations -> Clearbit (Reveal) under Business Intelligence, and click Push Visitor Details to Zoho CRM.
- Toggle on the Push company particulars to Zoho CRM switch to enable the option.
- Then, Choose a CRM module to which you would like to push the identified company particulars section
- Choosing CRM Leads : Even if more than one email address received from Clearbit, only one among the email addresses will be converted as a lead and pushed to Zoho CRM.
- Choosing CRM Contacts : If more than one company email address received from the Clearbit then it will be automatically pushed to the CRM and each email address will be created as a separate Contact. For instance, if five email address in received from Clearbit, then 5 contacts will be automatically created and mapped while pushing to Zoho CRM.
- Choosing CRM Accounts : A separate account will be created for each visitor hitting your website. But, the contact details associated with the company profile will not be pushed into your Zoho CRM.
- You can view default field(s) mapped based on the module, below you can map the SalesIQ fields and the CRM fields. The Clearbit data you receive in SalesIQ will be pushed to the module in the Zoho CRM.
- To add more fields, click the Map more option.
- You can Disable or Delete the fields by clicking on the icon adjacent to the mapped fields.
To get this option in Clearbit (Reveal) integration, you should have an account in Zoho CRM and the account should be integrated with Zoho SalesIQ.
Chat window
Visitor History
- On the SalesIQ dashboard, navigate to Visitors and choose a module. Click on a particular visitor record.
- The Company information of the visistor will be displayed on the Clearbit widget on the right.
- The visitor details may vary according to the inputs we receive from Clearbit.
Pre-defined conditions available for Clearbit values
Clearbit Visitors
| Employment |
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| Full Name |
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| Gender |
Values: Male, Female |
| Residing |
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| Role |
Values: CEO, Communications, Consulting, Customer Service, Education, Engineering, Finance, Founder, Health Professional, Human Resources, Information Technology, Legal, Marketing, Operations, Owner, President, Product, Public Relations, Real Estate, Recruiting, Research, Sales. |
Clearbit Company
| Alexa global rank |
|
| Annual revenue |
|
| Fund raised |
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| Headquaters |
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| Industry |
Values : Aerospace & Defense, Air Freight & Logistics, Airlines, Automotive, Banks, Beverages, Biotechnology, Building Materials, Capital Markets, Chemicals, Commercial Services & Supplies, Communications Equipment, Construction & Engineering, Consumer Durables & Apparel, Consumer Goods, Containers & Packaging, Distributors, Diversified Consumer Services, Diversified Financial Services, Diversified Telecommunication Services, Education Services, Electric Utilities, Electrical Equipment, Electronic Equipment, Instruments & Components, Family Services, Food & Staples Retailing, Food Products, Gas Utilities, Health Care Equipment & Supplies,Health Care Equipment & Supplies, Hotels, Restaurants & Leisure, Health Care Providers & Services, Household Durables, Machinery, Marine, Media, Metals & Mining, Paper & Forest Products, Personal Products, Pharmaceuticals, Professional Services, Semiconductors & Semiconductor Equipment, Software, Specialized Consumer Services, Real Estate, Specialty Retail, Technology Hardware, Storage & Peripherals, Textiles, Apparel & Luxury Goods, Renewable Electricity, Tobacco, Trading Companies & Distributors, Transportation, Utilities, Wireless Telecommunication Services |
| Market capital |
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| Number of employees |
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| Sector |
Values : Consumer Discretionary, Consumer Staples, Energy, Financials, Health Care, Industrials, Information Technology, Materials, Telecommunication Services, Utilities. |
| Tags |
Values : 3D Printing, Accounting, Aerospace & Defense, Agriculture, Airlines, Alternative Medicine, Animation, Apparel & Fashion, Apparel & Footwear, Architecture, Arts, Arts & Crafts, Asset Management, Audio, Automation, Automotive, Banking & Mortgages, Beverages, Biotechnology, Broadband, Broadcasting, Building Materials, Business Supplies, Chemicals, Civil Engineering, Cloud Services, Communications, Computer Hardware, Computer Networking, Construction, Consulting & Professional Services, Consumer Discretionary, Consumer Electronics, Consumer Goods, Consumer Staples, Corporate & Business, Cosmetics, Design, E-Commerce & Marketplaces, E-Learning, Education, Electrical, Energy, Entertainment & Recreation, Eyewear, Facilities, Family Services, Finance, Financial Services, Fine Art, Fishery, Food, Food Production, Food, Beverage & Tobacco, Fundraising, Gambling & Casinos, Graphic Design, Ground Transportation, Health & Wellness, Health Care, Higher Education, Home & Furniture, Home Improvement, Human Resources, Import & Export, Industrials & Manufacturing, Information Technology & Services, Insurance, International Relations, International Trade, Internet, Investment, Investment Banking, Investment Management, Jewelry, Watches & Luxury Goods, Legal Services, Libraries, Machinery, Maritime, Market Research, Marketing & Advertising, Mechanical Engineering, Media, Military, Mining & Metals, Mobile, Movies & TV, Museums, Music, Nanotechnology, Oil & Gas, Outsourcing, Packaging & Containers, Paper Goods, Payments, Pharmaceuticals, Pharmacy, Photography, Plastics, Plumbing, Pornography, Primary & Secondary Education, Public Relations, Publishing, Ranching, Real Estate, Renewable Energy, Renewables & Environment, Restaurants, Security, Shipbuilding, Shipping & Logistics, Sporting Goods, Sports & Fitness, Supermarkets, Talent Agencies, Telecommunications, Textiles, Tools, Translation, Travel & Leisure, Utilities, Venture Capital, Veterinary, Video Games, Wholesale, Wireless. |
| Technology used |
|
| Type |
Values : Private, Public |
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