Connect Salesforce to Clearbit

Clearbit Settings Tab

Hit the Show All Tabs button (+) on the main Salesforce menu. From there go to the Clearbit Settings tab > Settings and put in your API key.

This API key is found in the billing user's Clearbit dashboard.

Copy the key into the Clearbit API Key field within Clearbit Settings > Settings and click on the Home tab to test if it's connected.

 

If you cannot find the Clearbit Settings tab

  1. Go to Setup > Installed Packages > ClearbitIntegration
  2. Click Configure.

3. Click Connect to Clearbit, and Login using the billing user's Clearbit account, then Authorize access.

 

If you are not the Billing User

Your Clearbit plan is tied to the API key generated in the Billing User's Clearbit account. 

This API key is found in the billing user's Clearbit dashboard.

Copy the key into the Clearbit API Key field within Clearbit Settings > Settings and click on the Home tab to test if it's connected.

If you're unable to find the API Key, we can help. 


Heads up! Bypassing this step may lead to confusing messages down the line, especially if you were previously on a trial version.