Two types of records: People and Companies
Clearbit X enables alerting based on two types of visitors: People and Companies. The kind of data you send to Clearbit X will be either or both.
Once this data is sent to Clearbit, you can find them in the People and Companies views. These will show all the records and segments in Clearbit X. Each item, regardless of People or Company, is a record.
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.
Note the "Events" tab, which are events that can be sent with Segment's `.track()` call. This is important if you'd like to use Clearbit X to alert you based on an action a user or company takes on your website, such as `Account Created` or `Subscription Downgraded`.