Close + Clearbit
Connect Close CRM with Clearbit to Enrich Every Lead Automatically
Pull real-time company and contact data from Clearbit into Close the moment a lead arrives — so your reps go into every conversation prepared, not guessing.
Why integrate Close and Clearbit?
Close is a CRM built for high-velocity sales teams, and Clearbit is a B2B data enrichment platform that turns email addresses and domains into detailed company and contact profiles. When you connect them through tray.ai, every lead that enters Close can be instantly enriched with firmographic and demographic data from Clearbit — giving reps the context they need to personalize outreach and prioritize the right accounts. The manual research burden disappears, and your CRM stays current with accurate, actionable data.
Automate & integrate Close & Clearbit
Use case
Automatic Lead Enrichment on Creation
Whenever a new lead is created in Close, tray.ai triggers a Clearbit enrichment lookup using the lead's email or company domain. The returned firmographic and contact data is written back to custom fields in Close — company size, industry, revenue range, LinkedIn URL — so reps open a fully populated record instead of a blank slate.
Use case
Lead Scoring and Prioritization with Firmographic Data
By enriching Close leads with Clearbit's company headcount, funding stage, and industry data, tray.ai can automatically calculate and assign a lead score or segment tag inside Close. High-value leads — Series B+ SaaS companies with 50–500 employees, for example — can be tagged, assigned to senior reps, or moved into priority sequences automatically.
Use case
Keeping Contact Records Fresh with Clearbit Streaming
Contact data decays fast — people change jobs, companies get acquired, emails go stale. With tray.ai, you can schedule periodic Clearbit enrichment checks on existing Close contacts, comparing stored data against the latest Clearbit profiles and updating fields that have changed. Your CRM stays clean without any manual effort.
Use case
Triggering Personalized Sequences Based on Enriched Attributes
Once Clearbit enrichment data is written into Close custom fields, tray.ai can evaluate those fields and automatically enroll leads into the most relevant Close email sequence. A SaaS company lead gets a SaaS-specific nurture track; an enterprise manufacturing prospect gets a different one. Personalization at scale, fully automated.
Use case
Identifying and Flagging Ideal Customer Profile Matches
tray.ai can compare enriched Clearbit attributes against your defined Ideal Customer Profile criteria — industry, employee count, technology stack, geography — and automatically flag matching leads in Close with a custom ICP tag or status. Sales managers get immediate visibility into which inbound leads are worth pursuing most aggressively.
Use case
Enriching Leads Captured from Web Forms and Chatbots
When a prospect fills out a demo request form or engages with a sales chatbot, their record typically arrives in Close with minimal data — just a name and email. tray.ai intercepts that creation event, runs a Clearbit enrichment lookup, and populates the Close record with full company context before the assigned rep even receives the notification.
Use case
Account-Level Enrichment for Opportunity Records
Beyond individual contacts, tray.ai can use Clearbit's Company API to enrich Close opportunity records at the account level — pulling in employee count trends, technology stack signals, funding news, and estimated revenue whenever a new opportunity is opened. Account executives go into proposals with real context, not guesswork.
Get started with Close & Clearbit integration today
Close & Clearbit Challenges
What challenges are there when working with Close & Clearbit and how will using Tray.ai help?
Challenge
Mapping Clearbit's Data Schema to Close Custom Fields
Clearbit returns an extensive JSON payload with dozens of person and company attributes, while Close requires data to be written to specific custom fields that vary by organization. Without a flexible integration layer, teams either lose useful data or build brittle field-mapping scripts that break whenever Clearbit's schema or Close's field configuration changes.
How Tray.ai Can Help:
tray.ai's visual data mapper lets you drag-and-drop connections between Clearbit response fields and Close custom fields — no code required. When schemas change, you fix it in one place. tray.ai also supports conditional field mapping, so you can write a value only when the Clearbit field is non-null and avoid overwriting data your reps entered manually.
Challenge
Handling Clearbit Enrichment Rate Limits and API Quotas
Clearbit's Enrichment API has rate limits and monthly lookup caps that can cause failures when large batches of leads are created at once — after a trade show import or a marketing campaign launch, for instance. Without built-in retry and throttling logic, enrichment jobs fail silently and lead records stay empty.
How Tray.ai Can Help:
tray.ai includes native rate-limit handling, automatic retries with exponential backoff, and queue-based processing that paces API calls within Clearbit's allowed limits. Failed enrichment attempts are logged and retried automatically. tray.ai can also alert your team when quota thresholds are getting close, so you don't burn through your monthly lookups right before a big campaign.
Challenge
Preventing Overwrites of Manually Enriched Data in Close
Reps often manually update contact fields in Close based on actual conversations — correcting a job title, updating a phone number, noting a specific use case. An automated enrichment workflow that blindly overwrites all fields can destroy that hard-won data, eroding rep trust and leading to abandoned workflows.
How Tray.ai Can Help:
tray.ai lets you build conditional logic into your enrichment workflow so Clearbit data only gets written to fields that are currently empty, or only applied to records that haven't been manually edited within a set timeframe. You can also create a separate set of Clearbit-specific custom fields in Close that store enriched data alongside rep-managed fields, keeping both sources intact.
Challenge
Keeping Enriched Data Fresh as Contacts Change Jobs
B2B contact data decays at roughly 30% per year. A contact enriched today may have a new employer, title, or email address within months. Without a re-enrichment strategy, stale data in Close leads to bounced emails, misdirected outreach, and wasted rep time — usually only discovered when a campaign underperforms.
How Tray.ai Can Help:
tray.ai's scheduler connector lets you set up recurring re-enrichment workflows on any cadence — weekly, monthly, or triggered by engagement signals like email bounces. The workflow fetches contacts from Close whose enrichment timestamp exceeds a defined threshold, re-queries Clearbit, and updates only the fields that have changed. Your database stays current without unnecessary API calls.
Challenge
Enriching Leads That Arrive Without a Valid Email or Domain
Not every lead in Close arrives with a clean business email address or recognizable company domain. Leads from trade show badge scans, phone calls, or manual entry may have personal Gmail addresses, misspelled domains, or missing email fields entirely — causing Clearbit lookups to fail and leaving records unenriched.
How Tray.ai Can Help:
tray.ai's workflow logic can validate email format and domain type before attempting a Clearbit lookup, routing records with personal or invalid emails to a separate handling path. For those records, the workflow can flag them in Close for manual review, kick off a data cleanup sequence, or attempt a company-level enrichment using any available domain or LinkedIn URL field — getting as much coverage as possible across all lead types.
Start using our pre-built Close & Clearbit templates today
Start from scratch or use one of our pre-built Close & Clearbit templates to quickly solve your most common use cases.
Close & Clearbit Templates
Find pre-built Close & Clearbit solutions for common use cases
Template
Enrich New Close Leads with Clearbit on Creation
This template automatically triggers a Clearbit Person and Company enrichment lookup every time a new lead is created in Close. Enriched data — job title, company name, industry, headcount, LinkedIn URL, technology stack — is mapped back to custom fields on the Close lead record within seconds of creation.
Steps:
- Trigger: New lead is created in Close (via webhook or polling)
- Action: Call Clearbit Enrichment API using the lead's email address or company domain
- Action: Parse Clearbit response and map fields to Close custom fields via Close API update
Connectors Used: Close, Clearbit
Template
Score and Route Close Leads Based on Clearbit Firmographics
This template enriches new Close leads via Clearbit, evaluates the returned firmographic data against configurable scoring rules (company size, industry, funding stage), assigns a lead score value to a Close custom field, and optionally reassigns the lead to a specific sales rep or pipeline stage based on that score.
Steps:
- Trigger: New lead created in Close
- Action: Enrich lead with Clearbit Company and Person APIs
- Decision: Evaluate firmographic attributes against ICP and scoring criteria using tray.ai logic
- Action: Update Close lead with score value, tag, and reassign to appropriate rep or sequence
Connectors Used: Close, Clearbit
Template
Scheduled Bulk Re-Enrichment of Stale Close Contacts
This template runs on a configurable schedule — daily, weekly, or monthly — to pull a list of Close contacts that haven't been enriched recently, submit them to Clearbit's bulk enrichment endpoint, and write updated data back into Close. Long-term CRM data quality, no manual intervention required.
Steps:
- Trigger: Scheduled run (daily/weekly) via tray.ai scheduler
- Action: Fetch contacts from Close that meet staleness criteria (e.g., last enriched > 90 days)
- Action: Submit email addresses to Clearbit Enrichment API in batches
- Action: Update matching Close contact records with refreshed Clearbit data
Connectors Used: Close, Clearbit
Template
Flag ICP-Match Leads in Close Using Clearbit Data
This template enriches incoming Close leads with Clearbit, then applies a configurable ICP filter using tray.ai's built-in logic operators. Leads that match all ICP criteria are automatically tagged with an 'ICP Match' label in Close and optionally trigger a Slack or email alert to the sales manager, so top leads don't get buried.
Steps:
- Trigger: New lead created or updated in Close
- Action: Enrich with Clearbit Person and Company APIs
- Decision: Evaluate enriched attributes against ICP criteria (industry, size, geography, tech stack)
- Action: Add 'ICP Match' tag and custom field value to Close lead record
- Action: Send notification to sales manager via Slack or email
Connectors Used: Close, Clearbit
Template
Auto-Enroll Close Leads into Sequences Based on Clearbit Segments
After enriching a Close lead with Clearbit, this template uses the industry and company size data to determine which Close email sequence the lead should enter, then automatically enrolls them. SMB, Mid-Market, Enterprise, or vertical-based buckets each map to pre-configured sequences in Close for fully automated personalized outreach.
Steps:
- Trigger: New lead created in Close
- Action: Enrich lead via Clearbit API
- Decision: Map Clearbit industry and headcount to sequence segment bucket using tray.ai logic
- Action: Enroll lead into the corresponding Close email sequence via Close API
Connectors Used: Close, Clearbit
Template
Enrich Close Opportunities with Clearbit Company Intelligence
Whenever a new opportunity is opened in Close, this template pulls the associated company domain and fetches a full Clearbit Company profile — employee count, funding details, estimated revenue, technology stack — and writes that data to custom fields on the opportunity record, giving account executives full context before they engage.
Steps:
- Trigger: New opportunity created in Close
- Action: Extract company domain from associated lead or contact in Close
- Action: Call Clearbit Company API with the domain
- Action: Map returned company data to custom fields on the Close opportunity record
Connectors Used: Close, Clearbit