How do I use Clearbit data in my reports?
Clearbit's Salesforce integration makes it incredibly easy to build reports with data sourced from both Clearbit and Salesforce. This unified view can be very useful for lead prioritization and pipeline analysis, amongst other things.
Clearbit data is stored as custom object records which are natively linked to Salesforce Lead, Contact, and Account records. There are preconfigured report templates which automatically join Clearbit and Salesforce data together.
Let's say we want to profile our Converted Leads with key Clearbit data.
- Create a new Report and select the
Select Report Type, expand the
Leadsfolder, choose the
Leads with converted lead information and Clearbitreport type, and hit
- Once the report template has been generated, simply drag & drop fields from the left hand pane to your liking. Simply scroll down or do a
Quick Findfor "Clearbit" to find the selectable Clearbit fields.
In the below example, we've added
Clearbit Company Employeesand
Clearbit Alexa Rankand have filtered US companies, powered by
Clearbit Geolocation fields.
And that's it! Now, you can create reports which will dynamically update as new Clearbit data is changed/added into the system.
Note that you will want to select different preconfigured report templates for Account and Contact-centric reports.