How to push Clearbit data automatically from SalesIQ to Zoho CRM?
You can map the fields in the Clearbit (Enrichment) integration section to push the Clearbit data automatically from SalesIQ to Zoho CRM. By default, a set of fields will be automatically mapped based on the module (Lead/Contact) you choose to push the data in Zoho CRM.
- In the Settings -> Integration -> Clearbit (Enrichment), scroll down and enable the Choose the Module from Zoho CRM to add Clearbit Visitor information section.
- Then, choose a CRM module between Lead or Contact in the drop-down.
- You can view default field(s) mapped based on the module, below you can map the SalesIQ fields and the CRM fields. The Clearbit data you receive in SalesIQ will be pushed to the module in the Zoho CRM.
- To add more fields, click the Map more option.
- You can Disable or Delete the fields by clicking on the icon adjacent to the mapped fields.
To get this option in Clearbit (Enrichment) integration, you should have an account in Zoho CRM and the account should be integrated with Zoho SalesIQ.
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