Heap Setup Guide

By the Heap Team

About Heap

Heap automatically captures every web, mobile, and cloud interaction: clicks, submits, transactions, emails, and more. Retroactively analyze your data without writing code.

Overview

Heap automatically captures all available demographic data from Clearbit to easily enrich all your user data and segment your users. With the Clearbit source, you'll be able to answer questions like:

  • How does my conversion rate breakdown by industry?
  • Are customers more retained if they use a complementary technology?
  • How does feature adoption differ based on company size?

Setup

To connect the Clearbit source, you'll need to have the following privileges:

  1. Admin or Architect privileges in Heap
  2. Access to your Clearbit account or your Clearbit API key

To get started, visit the Clearbit source in the app and click Connect in the top right of the page.

You will then be prompted to specify an email property if you haven't set one up already for your selected environment. The selected user property needs to be the user property associated with your users' email addresses, as this is the property Clearbit uses when sending Heap data about your users.

 

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Once the email property has been set, you'll be prompted for your Clearbit API key. The value for your Clearbit API key can be found in your Clearbit dashboard. Please make sure to use your secret key!

Once completed, the source connection page will present  Waiting For Data until the first set of user properties from Clearbit are seen by Heap, at which point the connection status will change to Connected. Once connected, Heap will automatically enrich all users in Heap with an email address with Clearbit property information every 24 hours. By default, Heap will backfill data for users seen in the past week. Please don't hesitate to let us know that you'd like for properties to be applied for older users!

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Data Format

Heap will automatically capture all available Person and Company attributes from Clearbit for any email address and attach them as user properties in Heap. For a complete list of properties that Heap captures from Clearbit, please refer to their documentation:

Heap will automatically rename each Clearbit property to a human-readable format. For example, the Clearbit property company.site.url will be presented as Company Website URL in Heap.

Heap will also attach a property entitled Clearbit: Date Last Checked to populate the last time this user's Clearbit metadata was enriched.

Once connected, you can see a complete list of properties captured by Heap and their respective descriptions within the Heap properties within the Clearbit User Properties section.

 

If you have any questions about the Clearbit + Heap integration, please reach out to support@heapanalytics.com. See source document here: https://docs.heap.io/docs/clearbit