Connectors / Integration
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.
Close + Clearbit integration
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.
Sales teams live and die by the quality of their data. When a new lead lands in Close — from a web form, an inbound email, or a CSV import — reps typically have to manually look up company size, industry, funding stage, technology stack, and key contacts before they can craft a relevant pitch. That research can take 10–20 minutes per lead, and at scale it becomes a serious bottleneck. By connecting Close with Clearbit through tray.ai, you automate that enrichment in seconds: the moment a lead or contact is created or updated in Close, Clearbit's data is pulled in automatically and mapped back to the correct fields. Your team always knows who they're talking to, lead scoring becomes more accurate, segmentation gets sharper, and personalized sequences go out faster. Shorter sales cycles, higher connect rates, and reps who spend time on conversations instead of copy-pasting from LinkedIn.
Automate & integrate Close + Clearbit
Automating Close and Clearbit business processes or integrating data is made easy with Tray.ai.
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.
- Cuts manual research time per lead, saving reps hours every week
- Keeps data quality consistent across all lead records in Close
- Lets reps personalize outreach immediately based on real company context
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.
- Routes high-priority leads to the right rep immediately
- Cuts time-to-first-contact for your best-fit prospects
- Makes lead scoring data-driven rather than gut-feel
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.
- Catches stale email addresses before they start bouncing
- Keeps company and title fields accurate for segmentation and reporting
- Avoids the embarrassment of reaching out to someone at their old employer
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.
- Increases sequence engagement through relevance
- Removes manual sequence enrollment decisions from reps
- Scales personalized outreach without growing headcount
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.
- Focuses rep energy on leads most likely to convert
- Gives managers real-time ICP match visibility across the pipeline
- Supports accurate forecasting by separating strong fits from weak ones
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.
- Reps are prepared for every inbound call with zero manual prep
- Increases conversion rates from inbound demo requests
- Creates a personalized first impression without extra work
Challenges Tray.ai solves
Common obstacles when integrating Close and Clearbit — and how Tray.ai handles them.
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 helps
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 helps
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 helps
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.
Templates
Pre-built workflows for Close and Clearbit you can deploy in minutes.
Enrich New Close Leads with Clearbit on Creation
Close 
Clearbit 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.
Score and Route Close Leads Based on Clearbit Firmographics
Close Clearbit 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.
Scheduled Bulk Re-Enrichment of Stale Close Contacts
Close Clearbit 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.
Flag ICP-Match Leads in Close Using Clearbit Data
Close Clearbit 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.
Auto-Enroll Close Leads into Sequences Based on Clearbit Segments
Close Clearbit 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.
Enrich Close Opportunities with Clearbit Company Intelligence
Close Clearbit 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.
How Tray.ai makes this work
Close + Clearbit runs on the full Tray.ai platform
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