Legacy: Set Up Clearbit Enrichment for HubSpot
Last Updated: August 24, 2023
🔍 Please note: this article is for customers on Standard Bundle, Enrichment, or Clearbit Platform plans.
Clearbit Enrichment with HubSpot ensures every new lead coming into HubSpot has Clearbit data appended. Attributes are now updated in real-time when values change, and customizable field mapping lets you write Clearbit data easily to standard HubSpot fields or custom fields.
Skip Ahead to:
- Authenticate your HubSpot Account on the Clearbit Platform
- How To Set Up Clearbit Enrichment for HubSpot
- Set Up Field Mappings
- Initiate a Backfill
Authenticate your HubSpot Account on the Clearbit Platform
-
Log into the Clearbit platform.
- Click on the Integrations tab.
- Click the Connect button next to the HubSpot box.
- Click the Connect HubSpot button.
- Select the account you wish to connect and click Choose Account.
How To Set Up Clearbit Enrichment for HubSpot
- Navigate to the Clearbit Platform, click the Integrations tab > HubSpot, and click Manage.
Set Up Field Mappings
We'll need to know which HubSpot properties you'd like specific Clearbit data attributes to write to. We offer several popular default field mappings (e.g. Contact: City - Person: City) but you may choose to edit these before submitting.
HubSpot Forms and Enrichment now support all field types, and we validate field types upfront so that users do not accidentally save mappings that are incompatible. Our integration supports all field types, but we validate field types upfront so that users do not accidentally save mappings that are incompatible. For example, if the HubSpot field is a number, the Clearbit field type must also be a number.
📝 Please note: By default, Clearbit will only overwrite fields that are blank or that Clearbit was the last to write to. This ensures and data you or your customers add won't be overwritten. You may change this setting in the field overwrite column by flipping the toggle to ON - now Clearbit will ALWAYS overwrite that particular field. Keep in mind you can change these settings on the enrichment page later.
Activate the enrichment toggle to enhance both new and existing records to update them with the latest data corresponding to the mapped fields.
Initiate a Backfill
Enrich all contacts and companies in your HubSpot database according to the field mappings and selective enrichment you configured.
You can return to this page if you need to change any enrichment settings, initiate a backfill, or monitor enrichments.