Turn an inbound conversation into an Affinity record, with the notes already attached.
Get more done with Tidio and Clearbit integration
Know which company you are talking to before the visitor has typed their name, using Clearbit.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
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Category
CRM
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and Clearbit
See the company behind the question
Clearbit adds industry, size and location to the Tidio conversation, so the answer fits the business asking rather than an average visitor.
Route the accounts worth routing
Fit data from Clearbit decides which conversations reach sales immediately and which are handled by support in the usual queue.
Skip the qualifying questions
What Clearbit already knows does not need to be asked, so the chat gets to the actual question faster and fewer visitors drop out.
Hand over a real lead
The enriched Clearbit profile travels with the conversation into your CRM, so a rep opens a record with a company in it, not an email address.
Overview
Clearbit turns an email address or a visit into a company profile: industry, size, location, technologies. Connected to Tidio through Zapier or the Tidio API, that profile arrives with the conversation, so an agent knows whether they are talking to a ten person shop or a national retailer before deciding how to answer. It also means fewer questions in the chat, because Clearbit already fills in what a form would have asked for.
Key features
- Enrich the visitor as they chat with the Clearbit company profile behind their email
- Ask for less so a conversation is not five qualifying questions long
- Route by fit sending the accounts Clearbit rates highly to the right team
- Pass a complete lead so sales receives context, not just an email address
Clearbit
CRM
Tags
CRM
Contact Sync
How it works
Connect Clearbit in minutes
1
Connect Tidio and Clearbit
Link the two with Zapier or the Tidio API so an email or a domain captured in chat is sent to Clearbit for enrichment.
2
Decide what enrichment changes
Choose which Clearbit fields agents see and which of them affect routing, tagging or the lead you create.
3
Talk to a known visitor
The profile arrives with the conversation, and the enriched record goes wherever your leads go.
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Frequently asked questions
Common questions about the Clearbit integration
What can Clearbit add to a conversation?
Company level detail such as industry, employee count, location and technologies, plus role information for a known contact. You choose which of those fields the agent sees.
Does this replace qualifying questions?
It removes the ones Clearbit can answer. Anything that depends on intent still has to be asked, but the visitor is not typing out facts you could look up.
Is the Clearbit integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Clearbit integration.