Clearbit Reveal X: Filtering and Alerts

Clearbit real-time alerting comes in three flavors:

  • Emails
  • Slack Alerts
  • Salesforce Messages

1. To setup alerts, start by selecting "Filters" in the top right corner of the page:

Screenshot_2018-10-16_17.04.38.png

2. Create the filter.

Screenshot_2018-10-16_15.17.11.png

3. Select the attribute box, then choose the data source for the attribute. You can currently select from the three options - Clearbit provided company data, Page View information, and Salesforce data (opportunities and accounts). 

Screenshot_2018-10-16_15.16.01.png

4. Setup your filter rules. You can combine with "And/Or" options, and group multiple filters together. Values should match your SFDC configuration values, page view values, or the specific API values which Clearbit returns:

Screenshot_2018-10-16_15.15.35.png

Save your filter then select create alert from the top right menu option. 

For Email Alert:

Screenshot_2018-10-16_15.50.43.png

 

For Slack, you will need to setup an Incoming WebHook. Visit https://slack.com/apps/manage/custom-integrations then choose "Incoming Webhook". Select the channel your team will be using, the copy and past the custom URL to the field as shown below. As current best practice - inside of Custom Message, add the Slack account names with the "at-symbol" ie @name, @name2. Reps will be able to adjust their alert frequency for the page from inside of their Slack App view.

Screenshot_2018-10-16_17.21.29.png

 

For Salesforce, make sure you've setup the SFDC sync configuration. To configure the SFDC sync, select the "more" option in the bottom left of the browser window > Configuration > Salesforce. Add the User, Organization ID, and select the Sync settings. More info here.

Screenshot_2018-10-16_17.31.36.png

 

Once you have your sync settings configured, you can select either to create a task or to create a chatter message which will be created and associated with the account owner as visitors come to your site.

Screenshot_2018-10-16_17.23.04.png