You need the API key to integrate Clearbit with Vtiger CRM. You can copy the API Key from your Clearbit account while you are setting up the Clearbit in the CRM.
Follow these steps to integrate Clearbit with Vtiger CRM:
8. Select the contact whom you want to know more about and who has an email address.
9. Vtiger CRM provides the Clearbit button on the top right corner of the screen. Click the Clearbit button for Integration.
10. The Clearbit Integration looks like the below image with all the available customer data.
Note: Once the Admin installs and enables the Clearbit feature, Non-Admin users will be able to view and use the Clearbit feature directly on the detailed view of the customer’s contact record.
|