New

New

Smart fields

Dec 3, 2023
Dec 3, 2023
Dec 3, 2023

Overview

You can now enrich your organization or contact data using Clearbit, directly from Relate. All Relate users get up to 250 credits each month for free.

How it works

There are multiple ways to enrich your customer data in Relate:

  • When you are creating a new Org or Person, add company url or person’s email address to automatically enrich their company information.

  • Visit any organization detail page and click on Enrich button located on the organization data section or contact modal.

  • Contact us if you’d like to bulk enrich your customer data (custom plan)

Each user gets 250 free credits per month enrich any organization or contact data. Once you hit 250 credits in a given month, you’ll need to directly purchase a paid plan from Clearbit’s website.

Getting Started

To begin using the Data Enrichment feature, follow these simple steps:

  1. Navigate to the admin settings page in your account.

  2. Locate the Integrations section and click on Clearbit

  3. Obtain a free Clearbit API key

  4. Now, you can start enriching your data. When creating a new organization, simply add the company URL, and Clearbit will automatically populate smart fields (e.g., categories, revenue estimate, employee count range, and social media handles)

Frequently Asked Questions

To address any potential questions, we have compiled a list of common queries below:

How does the Clearbit integration work?

We’ve partnered with Clearbit to provide up to 250 free credits each month for our users. If you need more than 250 credits each month, you can buy additional credits directly from Clearbit.

What type of data can be enriched using Clearbit?

Organization and Contact data can be enriched via Clearbit.

What happens if I exceed my 250 free credits per month?

You will not be able to enrich data if you exceed 250 credits in a given month. If you need more than 250 credits each month, you can buy additional credits directly from Clearbit.

How accurate is the data enrichment provided by Clearbit?

The data provided by Clearbit are real, accurate data.

Can I use the Clearbit API key for other purposes?

No. The Clearbit API key is used to enrich your customer data.

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The Collaborative Sales CRM

© 2024 Pixelic, Inc. dba Relate.

Backed by Y Combinator

The Collaborative Sales CRM

© 2024 Pixelic, Inc. dba Relate.

Backed by Y Combinator

The Collaborative Sales CRM

© 2024 Pixelic, Inc. dba Relate.

Backed by Y Combinator

The Collaborative Sales CRM

© 2024 Pixelic, Inc. dba Relate.

Backed by Y Combinator