When you enrich a record, Clearbit will return up to 85 person and company data points for a valid email address or domain. This list of data is stored in an enriched record’s associated custom Clearbit object (here's what it looks like).
To view any custom Clearbit fields (like Company Tech or Company Global Alexa Rank) on a Lead, Contact, or Account view, you’ll need to map the fields over from the Clearbit object to the Lead, Contact, or Account object using a custom formula.
Here’s how to do so:
In this example, let’s map Company Global Alexa Rank to our Lead view.
- Click on Setup
- Under the Build section, select Customize
- Select the object type you want to map to - in this example, we’ll select Leads > Fields.
- Scroll toward the bottom of the page for Lead Custom Fields & Relationships.
- Click on New to add a new custom field onto the Lead object.
- For Data Type, choose Formula and click Next
- Insert a name into Field Label - we’ll use Global Alexa
- For Formula Return Type, select Number
Note: since Company Global Alexa Rank is a number, we’ve chosen Number here. If you’re mapping a custom text field, like Company Tech, make sure to select Text. - For Options, change Decimal Places to 0
- Press Next
- In the Advance Formula tab, click on Insert Field.
Select Leads > Clearbit > Company Alexa Global Rank
- And press Insert.
- For Blank Field Handling, choose to Treat blank fields as blanks
- Press Next
- Establish the field-level security you're comfortable with.
- Press Next
- Add the newly created custom field to a page layout
- Press Save
That’s it! Just like that, you now have a custom field mapped to the Lead layout.