Tutorial: Enrich new contacts in HubSpot using Zapier

Data enrichment can make functions like lead scoring and identifying decision-makers at the right time a breeze. With this powerful information, you can get both your sales team and marketing automation efforts on the same page, accelerating the sales process. 

You can have Clearbit data automatically added to contacts as they arrive in real-time using our HubSpot integration with Zapier. This article will review how to set this up.

Before we begin... 

Ensure you have the following:

Step #1: Create a new Zap with the Zapbook

Go to the Clearbit-HubSpot Zapier page and scroll down to find the Zap template that says “Update new HubSpot contacts with social and company info from Clearbit”. Click “Use This Zap” to get started.

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Step #2: Begin the template  

Once in the Zap Builder, you’ll see a summary of the Zap, including what it does and how it works. Scroll to the bottom and click “Create this Zap”.

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Step #3: Connect your HubSpot account

Click “Continue” with “New Contact” auto-selected — if your HubSpot account is already linked to Zapier, you can choose it, click “Continue”, then jump to Step #4.  

Otherwise, to connect your HubSpot account, click “Connect an Account” and enter your Hub ID in the field. You can find your Hub ID on the top right of your HubSpot dashboard.

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Click “Authorize” so that Zapier has access to your HubSpot account. Then click “Save + Continue” to move onto testing.

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Step #4: Test your HubSpot trigger

Zapier will want to test your trigger to ensure that the contacts are being routed properly. As long as you have at least (1) contact in HubSpot, you can test and see the results.

Click “Fetch & Continue” to have Zapier pull information on your most recent contact. You can view the information on that contact once it loads, or just click “Continue” to move on.

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Step #5: Connect your Clearbit account

The action “Find Person And/Or Company” should be auto-selected, just click “Continue”. The next step is to authenticate your Clearbit account — Zapier needs access to your Clearbit account in order to enrich your HubSpot contacts. If your Clearbit account is already connected to Zapier, just select it and click “Continue”, then jump to Step #6.

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If you don’t already have a Clearbit account connected to Zapier, click “Connect an Account”. Enter your secret API key in the pop-up, which you can find under “API” on the left side of your screen in your Clearbit Dashboard.

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Step #6: Test the Clearbit enrichment

Click the plus sign on the right side of the “Email Address” search bar — it’ll search HubSpot for available fields, the first being the email address we tested in Step #3. Choose that then click “Continue”.

On the next page, click “Fetch & Continue” to enrich the email. You can view the enriched data, or just scroll to the bottom and hit “Finish”.

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Step #7: Set HubSpot as your action

The final step in this Zap is getting Zapier to update your lead in HubSpot. The option “Create or Update Contact” should be auto-selected, just click “Continue”. Select the same HubSpot account you already connected and hit “Save + Continue”.

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Step #8: Map your fields

In order for your contact to be enriched with Clearbit data, you need to tell Zapier where to map the new data points to. Start by clicking “Show advanced options” so you can see all the fields beyond the email to update.

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*This is what you should see after clicking the above

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Select the default HubSpot email for “Contact Email”, and then map Clearbit information to the other relevant fields. You can see the drop-down for field options by clicking the icon on the right side of the box.

*This is what the drop-down should look like and what you should select*

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*This is what the field will look like AFTER you select email*

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In the example below, the only additional field (aside from email) that is mapped is “Job Title”. When you’re satisfied, scroll to the bottom and hit “Continue”.

*This is what the drop-down should look like and what you should select*

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*This is what the field will look like AFTER you select job title*

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When you’re satisfied with the options you’ve moved, scroll to the bottom and hit “Continue”.

Step #9: Test the enrichment

The final step before activating your Zap is to make sure the respective lead was enriched. You’ll notice in the example below that the only two fields that are sent for testing are “Email” and “Job Title” — the two that we selected on the last page! Go ahead and click “Send Test to HubSpot” at the bottom right.

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Success! The test worked, and the contact was enriched. To be sure, you can check the HubSpot profile-url and see that the lead has been enriched. The one below is validated, as the contact record now has “Growth” as the title under the email.

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Step #10: Set the Zap live

Your Zap is ready to go — on the last page, click the “Off” button under “Your Zap Is” and it will turn to green (and on), indicating that it is live. You can name your Zap so that it’s easier to find in your Zapier dashboard.

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