3 min read
Feature
Working in the Sales field? Customer-relationship management? What about headhunting and HR? Or are you just collecting Business cards?
Are you looking to pull Lead, Company, or Candidate data into your monday.com account? With the Clearbit integration, you can enrich your account with necessary data for company growth.
Adding the Clearbit integration
To add an Integration, go to the board you want to create an Integration for and click on the Integrate button located on the upper right of your screen as below:
Once you've opened the integrations page, look for the Clearbit integration banner and click on it:
Choose which template you would like to use:
Connect your Clearbit account by adding your Clearbit API key. Looking to create a new Clearbit account? Just click on Create new account and you will be redirected to Clearbit.
After Signing up with your email address and password, you will be able to find your API key from Clearbit's left panel. Copy the API token and paste it in the applicable field on your monday.com account.
After choosing the relevant template and inputting your Clearbit credentials, now it's time to map the information you want to import to your account based off your board structure:
You're all set! It's that easy 🎉 Now lean back and let the platform do its magic.
How to implement Clearbit into your workflow
- Boost your form workflow
Are you using Forms to generate your leads and contacts into your monday.com account? You can now set the Clearbit integration to fill the rest of the relevant columns based on the email address you got from the user on the form itself.
- Creating a DataBase
With the simplicity and customization capabilities the platform offers, you can create your own databases based on your relevant needs (Leads, Companies, Candidates).
- Enhance your CRM workflow
With our amazing option to connect boards, using our "Link to item column", you can now show your database pulse card (of an employee or a company) on your monday.com CRM board.
More assistance
If you need help building custom integrations, we also have an option for paid assistance through our network of certified monday.com partners. You can consult and hire their services directly through our professional services online store.
If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.
Comments