Syncing your Salesforce data with Clearbit
Syncing Salesforce with Clearbit allows you to integrate your CRM data into your Clearbit workflows and build advanced segments that reference your sales data.
Note that your Salesforce data is synced every 4 hours, so Clearbit may be a few hours behind at any given time.
To get started, head to your Salesforce Connector settings in Clearbit X.
Connecting your Salesforce account
If you use a custom Salesforce domain (i.e. you login to Salesforce from a subdomain other than login.salesforce.com), you can use the first toggle to specify your custom domain.
Choose whether you are installing into a sandbox or production org and click the big blue button. Then, sign in to your Salesforce account to authenticate with Clearbit.
Syncing your Salesforce data
Now that you've connected your Salesforce account to Clearbit, you'll see sync settings appear beneath the oauth settings. Switch the toggle on to start your sync. Clearbit will then sync with Salesforce every 4 hours.
A note about security
We take data security very seriously, especially when it comes to your Salesforce data. Head to our security policy for more information.
- Send identify calls with Clearbit.js
- Connect Clearbit X with Segment webhooks and send Segment events
Once you have done those steps, then you can move onto building your Clearbit X segment.