Two types of records: People and Companies
Clearbit X allows you to create real-time notifications based on either a user or a company joining or leaving segments that you can define. For example, you can setup Clearbit X to send a Slack notification whenever a company with employees between 10 and 100 visit your pricing page.
Each person and company is called a record.
In Clearbit X's interface, you can find the records under the corresponding type.
How are records created?
There are 3 ways that records are created in Clearbit X.
When you sync with your Salesforce account, we'll automatically create Company records for all Accounts and People records for all Leads and Contacts. Note that all Salesforce records with the same domain or email address will be nested under the same Clearbit X record.
Clearbit Reveal (companies only)
By adding Clearbit.js to your site or creating a Clearbit X Segment webhook, we'll automatically use Clearbit Reveal to identify the accounts behind anonymous traffic. If no Company record exists for that account, we'll create one. If a Company exists, we'll update it with the new data.
Identifies (people only)
You can identify people with either Clearbit.js or with the Clearbit X Segment webhook whenever a user logs in or otherwise identifies themselves on your site. By default, we drop a cookie to track anonymous traffic, and by identifying the user we'll be able to associate an email address to the user's events (e.g. page views). If a record doesn't already exist for that email, we'll create one. If a record exists, we'll update it with the new data.
Are records unique in Clearbit X?
As with other Clearbit records, Companies are deduped on domain and people are deduped on email. We also make sure to roll up domain alias' to their canonical domain (clearbit.co results are returned as clearbit.com for instance). This is also how we merge records when receiving data from multiple sources.
How do I see what data you have on a record?
On clicking into a record, you can see all the attributes we have on a record in the Details tab. This is useful for confirming that a segment is working how you'd expect, or even just quickly querying all your sources of customer data at once.
The next step is setting up all the different ways to get data into Clearbit X.