Legacy: Set Up Auto-Creation of New Account Records in Salesforce

Last Updated: January 12, 2024

๐Ÿ” Please note: This article is for customers on Standard Bundle, Enrichment, or Clearbit Platform plans. If you signed up in 2024, you are on a Sales Intelligence for HubSpot plan: Free, Growth, or Business.

This article details instructions for setting up the auto-creation of new account records in Salesforce, which is a functionality available via Clearbit Capture.ย 

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๐Ÿ“ Please note: Clearbit will only create an account if the website domain in question does not exist in your Salesforce account.

  1. Install the Clearbit Tag.
  2. Set Up Audiences in Clearbit based on your ICP. As an example, Clearbit's ICP audience can be found below:
  3. Within your ICP company audience, click the Destinations tab, and then the Create... button on the right of Create new accounts in Salesforce. If you need a brush up on destination creation, click here.
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  4. Select the Clearbit field you'd like to map onto the Account Name, and, optionally, select an Account Owner and Account Type.
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  5. Clickย Save changesย and you're finished! ๐ŸŽ‰