Integrate Clearbit Enrichment with Zoho SalesIQ

Integrate Clearbit- Enrichment with SalesIQ

Clearbit Enrichment in Zoho SalesIQ

You can integrate Zoho SalesIQ with Clearbit Enrichment and pull the up-to-date company info of the website visitors based on their email address in the Zoho SalesIQ chat window. Also, push the details you receive about your visitor from Clearbit Enrichment into the Zoho CRM by mapping the fields during integration. Not only the company info will be displayed on the chat window, but you can view the visitor’s linked profile, facebook page, crunch base page, company name, description, location, size, net worth and much more in a click. Using which, you can set automation rules, customize your visitor rings and route visitors/chats to the operators based on the company info. 

Why should I integrate with both Clearbit Reveal and Clearbit Enrichment?

The difference is, Clearbit Reveal pulls the company info of the website visitors based on their IP address. Whereas, Clearbit Enrichment pulls the visitor’s company information based on their email address. You can choose the integration based on your business needs. 

This integration is available for Basic, Professional and Enterprise plans. Also the 15-day Trial users of Zoho SalesIQ can avail, but the integration will automatically disable after the trial when it switch to the free plan.

Configure

How do I integrate the Clearbit Enrichment account with Zoho SalesIQ?
  1. From the SalesIQ dashboard, navigate to Settings > Integrations > Data and Enrichment, and click on Clearbit Enrichment.
  1. Click Enable on the top right corner of the Clearbit Enrichment main page.
  1. Click Connect with Clearbit Enrichment.
  1. Then, Log into your Clearbit account, and navigate to the API tab. You will find two api keys, copy the first secret API key.
  1. Get back to Zoho SalesIQ, and paste the key in the Let's configure section, click update.

Push Visitor Details to Zoho CRM 

How do I push Clearbit data automatically from SalesIQ to Zoho CRM? 

You can map the fields in the Clearbit Enrichment integration section to push the Clearbit data automatically from SalesIQ to Zoho CRM. By default, a set of fields will be automatically mapped based on the module (Lead/Contact) you choose to push the data in Zoho CRM. 
  1. In the Settings > Integration > Clearbit Enrichment, click on Push Visitor Details to Zoho CRM.
  1. Enable the Push visitor details to Zoho CRM switch.
  1. Then, choose the module from Zoho CRM to add Clearbit Visitor information section. Choose a CRM module between Lead or Contact in the drop-down.
  1. You can view default field(s) mapped based on the module, and you can map the SalesIQ fields and the CRM fields as you need. The Clearbit data you receive in SalesIQ will be pushed to the module in the Zoho CRM.
  1. To add more fields, click on Select a Field at the bottom and choose your required field from the list.
  1. You can Disable or Delete the fields by clicking on the icon adjacent to the mapped fields. 
 
To get this option in Clearbit Enrichment integration, you should have an account in Zoho CRM and the account should be integrated with Zoho SalesIQ. 

Set refresh time 

How do I set frequency to refresh the existing Clearbit data in Zoho SalesIQ?
  1. In Settings > Integrations > Clearbit Enrichment, click Advanced Configuration.
  2. In Advanced Configuration, choose the frequency you would like to set to refresh the data by dragging the slider to the desired value (Weekly, every 30 days, every 90 days). 

We would recommend you to set the refresh period as 30 days.
  1. If the company/visitor data is edited/deleted in Clearbit it will reflect in Zoho SalesIQ while refreshing.
  2. If the data is deleted on clearbit, then the existing data will appear only in the visitor history section until the next visit of the visitor.

Disable

How do I disable the Clearbit Enrichment integration? 
From the SalesIQ dashboard, navigate to Settings >Integrations > Clearbit Enrichment. On the main page, click on the Disable icon that appears on the top right corner to disable the integration.


Chat window

How do I view the Clearbit info in the chat window?
  1. You can view the Clearbit details about the visitor such as Company information on Zoho SalesIQ on the Clearbit widget on the right side of the Operator chat window.
  2. The information displayed about the visitor may vary based on the input received from Clearbit.

Visitor history

Clearbit info displayed in the visitor history tab
  1. On the SalesIQ dashboard, navigate to Visitors and choose a module. Click on a particular visitor record.
  2. The Company information of the visistor will be displayed on the Clearbit widget on the right.
  3. The visitor details may vary according to the inputs we receive from Clearbit.
Zoho SalesIQ will refresh the available data in the requested frequency to sync with the Clearbit data. Even if the visitor data is deleted/edited in Clearbit, only the existing data will appear in the visitor history section until the next visit of the visitor.

Prioritize Visitor  

How do I prioritize visitors based on the Clearbit info?

You can prioritize and filter the website visitors based on the Clearbit company information on the rings view.
  1. In the Live Visitor's view, click on Customize on the top right.
  1. Inside this section, choose Add to pick the conditions and criteria to categorize visitors based on Clearbit company information.
  1. Under Audience criteria, choose a criteria between Clearbit company and Clearbit visitors.
  2. Then, choose the criteria and condition for the company filter. Set similar rules for all the 4 rings. 
  1. Provide a name for the rule and then click on Save.
  1. Now, your live rings view will reflect  website visitors based on Clearbit company information. 
You can club two or more conditions (up to 5) on the same ring by clicking on the And/Or button that appears when you click the ring once. If you wish to set one condition per ring, then double tap the condition.

Visitor Routing

How do I route visitors to operators based on the Clearbit info?

You can route the visitors to your operators based on the Clearbit values.
  1. Navigate to Settings > Visitor routing under Automate.
  2. Click on Add on the top right to to set your required filters.
  1. Choose the Brand  you want to map the routing rules to. 
  2. In the Audience criteria section, select between Clearbit company and Clearbit Visitors option.
  3. Choose a pre-defined condition for the same, and then click on Next.
  1. Then, choose from one of the various routing option available, and click Next . This decides how visitors are routed to your operators.
  1. Choose the required operators on the Operator selection section, based on your routing options.
  2. In the Preview Section, you can see all the rules you have set.
  3. Specify a name for the routing rule. 
  4. Finally, click Launch.

Chat Routing

How do I route visitor chats to operators based on the Clearbit info?

You can route the website visitors to your operators based on the Clearbit values.
  1. Navigate to Settings > Chat routing under Automate. 
  2. Click on Add on the top right corner of the window. 
  1. Choose the  Brand  you want to map the routing rules to.
  2. In the Audience criteria section, select between Clearbit company and Clearbit Visitors option.
  3. Choose a pre-defined condition for the same, and click Next.
  1. Then, choose from one of the various routing option available, and click  Next . This decides how visitors are routed to your operators.
  1. In the  Preview  Section, you can see all the rules you have set. 
  2. Specify a name for the routing rule. 
  3. Finally, click Launch.

Set trigger

How do I set trigger actions based on the Clearbit info? 

You can trigger an action to the website visitors based on the Clearbit values.
  1. Navigate to  Settings > Automate, click on Add which you can find in the top right corner of the window.
  1. Choose a Brand on which the rule is to be activated.
  2. In the Audience criteria section, select between Clearbit company and Clearbit Visitors option.
  3. Choose a pre-defined condition for the same.
  1. Choose when would you like to initiate the trigger in the Chat Initiation section.
  1. Then, choose a trigger type in the Trigger type section.
  1. Configure the message and set the time after which the trigger should be inititated in the Custom Trigger section.
  1. Review all the criteria set for the Trigger in the Preview section and finally click on Launch.

Pre-defined conditions available for Clearbit values

Set a criterion based on the data gathered from Clearbit. (Note: This criterion will be displayed only if you have integrated your Zoho SalesIQ with Clearbit)

Clearbit Visitors

Employment
 
Full Name
 
Gender
Values: Male, Female
Residing
 
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
 
Headquaters
 
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
 
Number of employees
 
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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