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How to install Clearbit Integration?

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Clearbit is not available by default in Vtiger CRM. You need to first install the Clearbit Extension.

Follow these steps to install the extension:

  1. Login to your CRM account.
  2. Click the Menu icon.
  3. Click the Profile icon.
  4. Click Settings.
  5. Look for Extensions.
  6. Click Extension Store.
  7. Look for Clearbit.
  8. Click Install.

Once the Clearbit extension is installed, you can find it under Settings in a Contact record.


 

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