Pipeline CRM

    Clearbit

    Connect Clearbit to fill in missing details on your people and companies with real-time data, and import new leads that match your search criteria.

    Before you start:

    • Admin permissions in Pipeline CRM
    • An active Clearbit account with access to its Secret API Key

    Step 1: Connect Clearbit (admin)

    1. Click Settings in the lower-left corner.
    2. Go to Other > App Store.
    3. Find Clearbit and click Install.
    4. Select the Clearbit Service tab.
    5. In Clearbit, copy your Secret API Key. For help, see Clearbit's guide to finding your API keys.
    6. Paste the key into the Token field.
    7. Click Test Connection.
    8. Click Save changes.

    Step 2: Choose what to enrich (admin)

    1. Open the enrichment settings.
    2. Choose which records to enrich: person fields, company fields, or both.
    3. Decide whether to turn on Override Existing Data.

    With Override Existing Data on, Clearbit replaces values already stored in mapped fields. Leave it off to fill empty fields only.

    Step 3: Map Clearbit fields to your fields (admin)

    1. Select the Person or Company field mapping tab.
    2. Review the default mappings and change any you need. To capture extra data, create custom fields first and map them here.
    3. Click Save changes.

    Field mapping is shared between enrichment and lead generation, so a change here applies to both.

    Step 4: Turn on the integration (admin)

    Turn on the Enable toggle in the top-right corner of the Clearbit settings. You can also turn it on from the Clearbit tile in the App Store.

    How enrichment works

    Clearbit enriches a person using their work email.

    When you…

    What happens

    Create a person with a work email

    The person is enriched

    Update a person without changing the work email

    Nothing

    Change a person's work email

    The person is enriched again

    Turning on the integration doesn't enrich your existing records. Only records created or updated afterward are enriched.

    Find and import leads

    Turn on lead generation (admin)

    1. Open the Lead Generation Settings.
    2. Turn on lead generation.
    3. Choose a Lead Source so you can report on these leads later.
    4. Optionally, choose the groups or users who can use lead generation.
    5. Click Save changes.

    Import leads

    1. Click the + (add) icon.
    2. Select Find Leads.
    3. Set your search criteria — for example, sales managers at private companies in New York with 1,000–5,000 employees.
    4. Choose how many leads to import.
    5. Click Import Leads.

    Track progress on the Status page. To rerun or refine an earlier search, use Action > Reload.

    Need help? Contact support at customercare@pipelinecrm.com.