Clearbit blog image

Leverage Vtiger – Clearbit integration to import contact details


Vtiger Cloud is now geared up with the Vtiger Application Platform (VTAP), an enabler that lets businesses build productive in-app customizations to boost CRM capabilities. This blog introduces one such extension that we rolled out to the Cloud marketplace, Vtiger CRM – Clearbit integration .

Let us see why this integration is vital to your business. Sales lead qualification is a challenge for many organizations today. Sales reps end up chasing leads who aren’t decision-makers nor influencers in making purchases. Wouldn’t it be easy if you had the technology to find all relevant details about your leads so that you could identify leads who are also key decision-makers in their organization?

Clearbit is one such tool. A data enrichment tool, it helps in providing the latest details of a person and their company. Clearbit shares more than 100 unique data points that can be used:
  • To filter lead information
  • Send best leads straight to your sales teams
  • Give more contextual information for sales reps
Imagine the leverage your sales team could have in striking the right conversation on a phone call with that customer!

Vtiger Clearbit extension strives to help sales teams get this information about the prospect right inside the CRM and plan the subsequent follow-up strategy.

Image 1

The extension provides the Clearbit button on the Contact record view. Clicking on this button displays enriched details about the contact available in Clearbit, like location, work details, title, and social profile. The lookup is based on the primary email address of the Contact in the CRM.

Image-5

Relevant details can be copied back to the CRM record with a simple click from the enriched profile information.

Image 3

Enable your team with this productive extension by installing this into our CRM on Cloud. Setup the access from Contacts Listview of CRM by providing the Clearbit-API-key.

Note: To use the integration, you need to:
  • Enable Clearbit and the enrichment app login
  • Copy the API key from the Clearbit dashboard

Image 2

Image 4


Benefits of Vtiger – Clearbit integration
  • Enrich contact details from social profiles
  • Import contact details with the click of a button into the CRM
  • Lets your sales teams:
    • Use contextual information to identify leads with decision-making capabilities
    • Focus on leads that matter instead of spending time on leads that may not convert

Are you interested in building more such extensions that benefit your organization using VTAP? Send in your queries to platform@vtiger.com. Sign up for the developer edition here.

Leave a Reply

avatar
  Subscribe  
Notify of
Image 2

VTAP Module Designer – Our low code platform to make the CRM your own!

VTAP is Vtiger’s low code platform that helps developers and administrators to extend the capabilities of CRM. We have two tools that provide the ability ...
Celebrate success 3

Celebrate your achievements – add confetti to your announcements in the CRM!

This pandemic has taught us many things, one of which is recognizing and encouraging ourselves when we achieve a goal. And the valuable lesson we ...
India Mart blog image

Vtiger-IndiaMART Integration: Manage leads and increase conversions!

Do you know that India is home to more than 1.3 billion people, the second-largest globally in terms of population?  For the unversed, India is a ...
VTAP Extension - blog image

Optimize your CRM using VTAP, Vtiger’s low code platform!

Ways to simplify common and repetitive tasks are always in great demand in order to save time, money, and effort. For example, simple optimization techniques ...
Introducting VTAP blog image

Introducing VTAP: Vtiger’s Low Code Application Development Platform

One thing we learned as a result of the pandemic is that businesses that adapt quickly can be more successful than those that cannot. Even ...
Image 2 (1)

Vtiger Team Sends Their Gratitude for Your Support

Over the last few weeks, we have been getting heartfelt emails from our customers around the world, sending their thoughts and support to our team ...
A B testing blog image

The Basics of A/B Testing

When it comes to research techniques, there is an example I like to share. On April 23, 1985, Coca-Cola released a new version of their ...
Alerts & Notifications Your New Best Friends in the Remote World - Blog feature image 2

Alerts & Notifications: Your New Best Friends in the Remote World

All of us have thought about how convenient telecommuting to work would be at some point in life. Before the pandemic, work from home (WFH) ...
Print-templates---feature-image

Leverage Vtiger Print Templates to Create Custom Documents

Is shoddy documentation slowing down your business growth? Are you spending inordinate amounts of time creating invoices, quotes, and sales orders for customers? Well, you ...
EmailTemplate-FeatureImage

6 Benefits of Using CRM Email Templates

Email marketing is a powerful marketing tool that businesses still largely bank upon. According to research1, 93% of B2B marketers leverage emails to distribute content ...
loading
Copyright 2021 Vtiger | Privacy | Policy & Legal Center