Clearbit channel

Go to the Channel Catalog to learn more about what plans have access to this channel. Sign into Quickbase, and then go to Pipelines > Channels.

Clearbit provides tools to help sales and marketing teams work with current toolsets in the customer management field.

Please note that terms used in the Clearbit channel categories are Clearbit specific terminology.

How to connect

1. On the My pipelines page, select Create Pipeline.
2. Search for or select a step, and then select it to add it to the pipeline.
   When you add a step to a pipeline, it is added to the canvas of the pipeline designer.
3.  Expand the Connection section of the step, and add the required information.

Connect to Clearbit

1. Expand Clearbit in the list of channels on the right side of the page and click Connect.
2. Enter your API Key and click Connect.
   

How to reconnect

You may need to reconnect your account to a channel. Reasons may be (but not limited to):

• If you need to connect a different account.
• Authorization updates, such as a changed password.
• Editing the access rights that Pipelines has to the channel.

To reconnect:

1. Select a pipeline that already has this channel in it.
2. Open a step that contains this channel.
3. Under account, select Connect (or reconnect) and follow the process above, How to connect.
   

Steps

The steps you can use with Clearbit fall into two categories: People and Companies.

Use case examples

The following are some examples of using the Clearbit channel.

In this example, we look up a user in Clearbit and add them to a Quickbase table.

1. In the Clearbit channel, add a Look Up a Person action step and add an email address for the person you are looking for. I could also use a jinja expression to search for a person. See About Jinja for more information.
2. Add a Quickbase action Create a record and add the fields from the Clearbit step that you what to add to the Quickbase table.