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Adding Your First Connector
How To Connect AdRoll / RollWorks
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Kickfire
Overview of Connectors
ZoomInfo / DiscoverOrg
CaliberMind IP Addresses for Whitelisting
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Klaviyo connector [Via Fivetran]
In-App Notifications
Google Sheets
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Act-On
SFTP Connector - Updated 2021
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How to Connect Facebook Ads
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CaliberMind Connectors
Field History SFDC Limits (Salesforce)
SFTP Synced Files - Making a Data Change
How To Connect Outreach
CaliberMind Connectors - Start Here!
Power BI/ Tableau/ Looker Connectors Article
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CaliberMind Data Access FAQs
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Microsoft Bing Connector
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Developer Guide
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What is Google BigQuery
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List Builder
What are Lists?
Importing a List
Account List Upload File Requirements
Keyboard Shortcuts using SQL
Creating an Account List From a Campaign
How to create a list of all Opportunities that have a very low Engagement
People List Upload File Requirements
Campaign List Upload File Requirements
Use Case Videos - Creating a List Using the List Builder
Creating a List Using the List Builder - Step-by-Step Instructions
Creating Company Lists using SQL
List Builder - Start Here!
Creating Company Lists in List Builder
Where is my Segments Menu?
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System Configuration
Object Mapping Filters
How to Map Your Salesforce Opportunity Revenue Field
Object Mapping: Create a Filter
Object Mapping: Create a Mapping
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Object Mapping: Create a Replacement
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Channel Ranking Logic
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Object Mapping: Create a Campaign Substitution
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Two ways to identify prospects that submit a form containing email address using AnalyticsJS
Install AnalyticsJS on a HubSpot website
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Using AnalyticsJS Identify on embedded Marketo forms
Types of Analytics.js Calls
Analytics.JS Overview
Using Analytics.js to Track Web and Product Events
Web Tracker and Installation Settings - Start Here!
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Google Tag Manager (GTM) Ad Blockers
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Flows
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CaliberMind's Most Popular Flows | Automations
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ZoomInfo - Add-to/Enrich your database
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Single Sign On (SSO) Setup
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CaliberMind Data Warehouse Access in Google BigQuery
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How to Change Event Touch Scores
Sales Opportunity Data Model
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GDPR Compliance with CaliberMind
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The A-Shaped Model
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Return on Ad Spend
Product Attribution Dashboard
Attribution Models: First-Touch
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How to Manage Your Offsite Events Using CaliberMind
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CRM Campaign Member Status and Campaign Response Best Practices
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Remove a BigQuery User within CaliberMind
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Campaign Best Practices Across Systems
Add BigQuery Users within CaliberMind
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How do I use CaliberMind to shorten our sales cycle?
Answering Business Questions Using CaliberMind Reports
Which of my leads are the most engaged?
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Why Is CaliberMind ROAS or ROI Different Than My Ad Platform?
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Introduction to Formulas - Start Here!
How Do I Know If a Campaign Is Good or Bad?
Using Quick Functions
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CaliberMind Insights
Working in CaliberMind Insights
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Creating a Custom Pipeline Dashboard (VIDEO)
CaliberMind Insights - Creating Custom Dashboards
How to Create a Filter Bookmark
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Build Insights Dashboards - Start Here!
Create Date Range Filters - Step-by-Step
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Insights - Attribution - Start Here!
Insights - Attribution Terminology and Key Concepts
Insights - Attribution Overview Dashboard 2.0
Insights Engagement Dashboard
Insights - Engagement - Start Here!
Insights - Engagement - Dashboard Terminology & Key Concepts
Insights - Engagement Overview
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Insights - Engagement - Engagement Essential Questions and Dashboard Tile Definition
Insights Engagement Dashboard - Aggregation Dates
Insights ROAS Dashboard
Insights - ROAS Dashboard Use Cases
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Insights - ROI - Start Here!
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Insights Data Health and Integrity
Funnels
Funnel Trigger Events Dashboard
Funnel Company Inclusion Configuration
What is a Marketing Funnel?
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Common Funnel Issues
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Funnels - Start Here!
What channels move journeys through a given stage?
Funnel Stages Configuration and Stage Definitions
Funnel Trend Dashboard
How can I see the number of journeys in or passing through a funnel stage during a period of time?
Sales Funnel Metrics
What touches are influencing each step in the funnel?
How do I see the first event (or "tipping point") in each stage of my funnel?
Funnel Events Technical Documentation
Marketing & Sales Funnel Foundations
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What is a Starter Funnel?
Funnel Person Inclusion Configuration
Funnel Cohort Analysis Dashboard
Sales Funnel Glossary
Where are my customers stuck in journeys?
Funnel Cohort Analysis Use Cases
Funnel Data Explore Dashboard
Use Cases for Funnels
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What is the difference between an Active Journey and a Journey?
How do I know the last event that happened before a journey stage change?
How do I identify stage conversion rates?
Funnel Person Status Exits
Introducing CaliberMind's Funnels
Funnels - Lead, Contact, Account, Opportunity Statuses and Stages
Pressure Event Dashboard 101
Funnel Stage Definitions
Demand Generation Funnel Dashboard
- All Categories
- System Overview
- Flows
- Using ClearBit Flows
Using ClearBit Flows
Updated
by Eric Westerkamp
CaliberMind has a number of different workflows built specifically around Clearbit. These flows enable you to access many of the Clearbit capabilities. Outlined here is each specific flow and how they are used to enrich information within CaliberMind.
Flow Name | Description |
Clearbit: Combined Enrichment | Combined Enrichment takes an input list that contains Email addresses and enriches both the Account and Contact information. The results are placed into a new List that can then be used to send to Salesforce, a Marketing List, etc. |
Clearbit: Prospector Enrichment | Prospector enables you to take a list of accounts (by domain) and input titles, seniority and business unit information to find contacts. The results are put into a list that can be used to send to Salesforce or your marketing automation platform. |
Clearbit: Name to Domain Enrichment | Name to Domain will take a list of Account Names and enrich their Web-site domains. This is a useful enrichment when looking to take a list of source companies and eventually enrich the Account information and then specific targets at the company by title. |
Clearbit: Combined Enrichment
Using Clearbit Combined Enrichment is very easy. All you need is a source list that contains email addresses as input. When run the flow will take the input emails, enrich them for both Account and Contact information, and put them into an Output List.
To start the go to the Flows page and select New Flow. Once in select the Clearbit: Combined Enrichment Card.
List - This is the name of the Source list that should contains your email addresses. Select the list from the drop-down.
Table name - Table name shows you what the name of the resulting table will be once the flow has run.
Email Column - Select the column (from all columns in the source list) that contains the email addresses.
Limit - Limit will reduce the number of calls made to Clearbit to a maximum provided in the Limit number. Use this to cap the number of calls and make sure you don't exceed your credit limits against Clearbit.
Once you have set your List and Column name set the schedule (None to run once) and if you want the flow to run directly after the save. Select Save from the upper right of the screen.
Ex. Screen

Once the flow has run a new list will be generated and available in the List Builder. The name will be <<Source Name>> - Clearbit Combined Enriched where <<Source Name>> is the original name of your list.
The resulting list will contain all of the original columns and be augmented with new columns based on the data returned by Clearbit's enrichment. You can see an example of the resulting columns below.
Clearbit: Name to Domain
Clearbit Name to Domain enrichment allows you to take an input list of company names and enrich them with the company's domains. Those domains can then be used to send to other calls to get the company firmographic information and potentially prospect for contacts.
List - This is the name of the Source list that should contains your source company names.
Table name - Table name shows you what the name of the resulting table will be once the flow has run.
Company Name Column - Select the column (from all columns in the source list) that contains the source company names.
Limit - Limit will reduce the number of calls made to Clearbit to a maximum provided in the Limit number. Use this to cap the number of calls and make sure you don't exceed your credit limits against Clearbit.
Once you have set your List and Column name set the schedule (None to run once) and if you want the flow to run directly after the save. Select Save from the upper right of the screen.
Ex. Screen

Once the flow has run a new list will be generated and available in the List Builder. The name will be <<Source Name>> - Clearbit Domain Enriched where <<Source Name>> is the original name of your list.
The resulting list will contain all of the original columns and be augmented with new columns that contain the Domain information. The result list will only contain rows for the Companies that could be successfully enriched. Below you can see a sample of the output.
Output List Format - Note that the original columns from the source list will appear in the output as the first set of columns.
enriched_record - Raw output from Clearbit. Ex. {"name":1-800-Flowers.com"}
enrichment_timestamp - The date and time of the enrichment. Ex. 2019-03-14T16:40:01.89456
domain - The clear text version of the enriched domain. Ex. 1800flowers.com
logo - The URL of the logo on Clearbit's site Ex. https://logo.clearbit.com/1800flowers.com
name - The company name Normalized. Ex. 1-800-Flowers.com or 3M
date - Normalized date showing jus the date enrichment occurred
enrichment rank - internal CaliberMind index of the enrichment if multiple enrichments on the company have occurred
Clearbit: Prospector Enrichment
Prospector enrichment allows you to start with a company domain and then find target prospects at the company using a combination of Title, Seniority and Functional area. This API is critical to any organization that wants to find new contacts at target companies.
List - This is the name of the Source list that should contains your source company domains.
Table name - Table name shows you what the name of the resulting table will be once the flow has run.
Domain - This is the field name in your source list that contains the domain names. A value is required.
Domain Limit -
Roles - Drop Down list of Clearbit Roles that you can select from. Multiple selections are possible. Ex. Marketing, Legal, Engineering. No value is required.
Seniorities - Drop Down list of Seniorities. List contains Executive, Director, Manager. No value is required and multiple values are possible.
Titles - Comma separated list of Titles you wish to search for. Ex. Marketing Operations, Business Analyst, VP Engineering. No value is required.
City - Filter the list to just prospects in a certain city.
State - Filter the list to just prospects in a certain state.
Countries - Filter the list to just prospects in a specific Country.
Name - Filter the list to just prospects with a specific name
EU Suppression - Drop down list of options for specific filtering of contacts in the European Union

For all examples below it is assumed that the List and Domain field have been set.
Example 1 - say you wish to search all companies for Marketing ALL marketing executives. Set Roles to Marketing, Seniorities to Executive and leave all other fields blank.
Example 2 - what if you want all Business Analysts in the company? Set the Titles field to Business Analyst and the rest blank.
Example 3 - Maybe the last example didn't get you the results you want so instead try a specific Role but broaden the title? Set Roles to Information Technology and Marketing but Titles to Analyst.
The results will contain the original columns in the input file plus the following new enriched columns.
enriched_record - Raw output from Clearbit. Ex. {"domain":"14west.us","roles:[marketing"}
enrichment_timestamp - The date and time of the enrichment. Ex. 2019-03-14T16:40:01.89456
company_name - The prospects company name. Ex. 14 West, 3M, IBM
email - prospects email. Ex. bob@gmail.com
id - Clearbit ID for the contact
linkedin - Linkedin URL for the contact if known
location - CIty, State, Country for the contact. Ex. Baltimore, MD, US
name_family_name - Contacts Last Name
name_full_name - Contacts Full Name (First and Last)
name_given_name - Contacts First Name
role - Role in the company, i.e. Marketing, Engineering, Information Technology
seniority - One of the three seniority levels from Clearbit. Ex. Director, Executive or Manager
title - Persons title. Ex. Director of Online Marketing, CMO, VP Engineering
verified - if True then Clearbit has an exact match based on Email.
avatar - link to the contacts avatar
twitter - contacts twitter handle if known
facebook - contacts facebook link if known
date - Normalized date when the contact record was last updated.