Clearbit for Zoho Desk
Spend less time researching your customers and get enriched customer data right from Zoho Desk. With Clearbit integration, you can view your customer's information as soon as you open a ticket. View personal and company details, social media contacts, and more—all you need is your customer's email address.
Features
- Get enriched personal or company info from an email address
- View details from an open ticket in Zoho Desk
Install and Configure the Clearbit Extension
The Clearbit extension can be installed from Zoho Marketplace or from your Zoho Desk account.
To install the Clearbit Extension from Zoho Desk:
- Log in to your Zoho Desk account with Administrator privileges.
- Click the Setup icon (
) in the top menu bar.
- Click All under Marketplace.
- Search for Clearbit on the right side of the screen.
- Select the Clearbit extension, then click Install.
- In the Clearbit Installation Setup page,
- Click Profiles whose agents can access the extension in Zoho Desk.
- Agree to Terms of Use.
- Click Install.
- Enter the API secret key in the configuration page.
To obtain the Clearbit secret API key
- Log in to Clearbit account.
- Click API from the left panel.
- Copy the generated Secret API key and use it for configuration.
Once installed, the locations for accessing the extension will be displayed on the right side of the extension's detail page. The Clearbit extension can be accessed from the right panel of a ticket's detail page.
View Customers' Enriched Data
To view enriched customer data:
- Click Tickets from the menu bar and open a ticket.
- Click the Extensions icon (
) on the right side of the ticket's detail page.
Clearbit enriched data can be viewed in the right panel. All information related to the email associated with the ticket will be displayed. - Click on Person Details.
Name, email, title, role, seniority and email domain will be displayed.
Social media links will also be available. - Click on Company Details.
Details based on the domain value of the company will be displayed.
Social media links will also be available.
Uninstall the Extension
When an extension is uninstalled, all widgets that were created will be deleted.
To uninstall an extension:
- Click the Setup icon (
) in the top bar.
- In the Setup Landing page, click All under Marketplace.
- In the Marketplace page, click Installed Extensions.
- Choose Clearbit from the list of extensions.
- Click the More icon (
) at the upper-right corner of the Clearbit extension setup page.
- Select Uninstall Extension.
- Click Confirm to uninstall the extension.
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Customer Insights Extension for Zoho Desk
Building customer relationships work better when you can understand your customers better. For a greater understanding, you need access to contextual information about customers at the right moment. Customer Insights gives real-time insights about ...Ticket Insights Extension for Zoho Desk
Customer support tickets comprise multiple components like conversations, tasks, and approvals. Usually, this information is scattered and must be gathered from different tabs and views on a ticket, taking up time. The Ticket Insights extension for ...Introduction to Zoho Desk
Help Desk is a department in an organization that is in charge of providing the support needed by customers while using the company's product or a service. Customers contact the help desk when they have a question or a problem and a product expert ...FAQs: Data Administration
Can I retrieve deleted records from the recycle bin? Yes, it is possible to retrieve deleted records. The recycle bin is a temporary storage location for deleted records in Zoho Desk. It is designed to give users the ability to retrieve any ...Integrating LINE with Zoho Desk
LINE Messaging App LINE is the fastest growing instant messaging app in the world, bringing agents closer to their customers and end-users. Send free messages and make voice calls or video calls anytime, anywhere. LINE is now available on a variety ...
New to Zoho LandingPage?
Zoho LandingPage Resources