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
- On the My pipelines page, click Create a pipeline. Enter name, description, and tag fields and click the Create Pipelines button. The pipelines wizard displays:
- From the wizard you choose the connections for the first steps of your pipeline. When you choose a type, you'll add the channels and steps for your first steps. You can always add more steps later. A Triggered pipeline is started by a specific event in real-time. A Scheduled pipeline will start according to a schedule. A Manual pipeline only starts manually. Once you've completed the wizard, you'll be prompted for connection detail, if necessary. If you are an experienced builder, click the Start from scratch button and then from the right side of the page, choose the All to list all available channels.
- Expand Clearbit in the list of channels on the right side of the page and click Connect.
- Enter your API Key and click Connect.
How to reconnect the Clearbit channel
You may need to reconnect your account to a channel. Reasons may be (but not limited to):
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If you need to connect a different account.
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Authorization updates, such as a changed password.
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Editing the access rights that Pipelines has to the channel.
To reconnect:
- Select a pipeline that already has Clearbit in it.
- Open a step containing Clearbit.
- 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.
| Type | Name | Description |
|---|---|---|
| People | ||
| Action | Look up a Person | Looks for a person by their complete or partial email address and returns a single record. |
| Companies | ||
| Action | Look up a Company | Looks for a company by the domain name and returns a single record. |
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.
- 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.
- Add a Quickbase action Create a record and add the fields from the Clearbit step that you what to add to the Quickbase table.