Now that you’ve connected your Clearbit account the fun part really begins. You’ll want to set up which visitor fields you’d like Clearbit to be a source of information for, so that you can qualify visitors based off this information or send them down different experience paths.
Edit Your Visitor Fields
To begin, you’ll want to navigate your way to your Visitor Fields in the main settings navigation.
Once here, you’ll notice all of the visitor fields you’re using, such as name, email, and country. Most likely Salesforce and Pardot are being used as sources to gather this information, meaning Qualified is looking into Salesforce and Pardot to see if the name, email, or company information is already known about this person. Adding Clearbit here as a source tells Qualified to have Clearbit join in on the party, and search for this information, as well.
Helpful Hint: Salesforce, Pardot, and Clearbit will all look for visitor information at the same time to prefill your visitor field values. However, they are stack ranked and, if more than one source finds the information you’re looking for, the first source listed takes precedence.
Once you’re done selecting your Clearbit fields, save your changes on the top-right corner, and then you're ready to start using Clearbit visitor fields in your experiences and elsewhere in the Qualified app!