Legacy: How Do I Integrate Clearbit Reveal with Google Analytics and Google Data Studio?

Last Updated: December 21, 2023

🔍 Please note: this article is for customers on Standard Bundle, Enrichment, or Clearbit Platform plans.

This article documents the steps needed to combine first and third-party data (Clearbit) together in Google Analytics. It covers setting up Data Studio at a high level via PostgreSQL. If you're looking for the Reveal GA integration guide, please go here.

How To Reveal with Google Analytics and Google Data Studio

  1. Either visit: https://datastudio.google.com or from inside Google Reporting Suite, select the drop-down from the top left corner and select the option for Data Studio then select Get Started.
    Screenshot_2018-10-15_14.24.54.png
  2. Select Data Sources from the left-hand menu, then choose the integration your team will be connecting. Clearbit uses Amazon Redshift. You can select PostgreSQL for this.
    Screenshot_2018-10-15_14.34.20.png 
  3. Authenticate your Database. Depending on how your database is configured, you may need to write a custom query. Make sure the fields you want to pass are selected. You will need to check with your operations team for exact querying.
    Screenshot_2018-10-15_14.41.02.png
    Screenshot_2018-10-15_16.51.43.png
  4. Select the table option and draw a box on the page.
    Screenshot_2018-10-15_16.58.25.png
  5. Select the table you just created. On the right-hand side select Blend Data.
    Screenshot_2018-10-17_16.26.42.png
  6. Choose your data sources, and what dimensions you will be using from each, and make sure to join by a matching key.
  7. Select Save in the bottom right hand of the menu.
    Screenshot_2018-10-17_16.27.54.png
  8. From the right side menu, pull the dimensions and metrics you blended and will be in your report:
    Screenshot_2018-10-17_16.32.36.png
    You will most likely want to add some filters (including email and specific high-value pages) to your report so that each rep gets their own custom dashboard to review daily.
    Screenshot_2018-10-17_16.28.35.png
    ie: for email, you'll want to add the following, and change this for each copied dashboard that you may wish to create.
    Screenshot_2018-10-17_16.28.28.png
  9. Add Date Range to your report to allow users to filter activity by date.
    Screenshot_2018-10-17_16.35.58.png
  10. Edit field names as desired, and share with respective team members. 
    Screenshot_2018-10-17_16.28.53.png