Routing - Clearbit Integration Follow
Contents:
- Overview
- Clearbit Entry Nodes
- Clearbit New Enrichment Entry Node
- Clearbit Updated Enrichment Entry Node
- Summary
Overview
Clearbit Enrichment Nodes allows you to initiate LeanData Routing and make routing decisions based on Clearbit’s Enrichment of records, automatically distinguishing and routing Enriched Records. With the Clearbit trigger nodes, you will be able to trigger LeanData Lead and Contact Routing for New and Existing Leads/Contacts via field updates to Clearbit fields on the Lead and/or Contact Records from the Clearbit/SFDC Integration.
Example: Sara is the LeanData Admin for OnPoint Communications. She is currently building their Lead Router Flow. She would like to initiate the routing of Leads when there are changes to the Clearbit Enrichment fields. She configures the Clearbit New Enrichment and Clearbit Updated Enrichment nodes to route when there are specific values in specific fields that have been enriched.
Please Note: LeanData leverages your existing Clearbit integration with SFDC to trigger routing from updates to the Lead and/or Contact records that are made by the Clearbit enrichment in place.
Clearbit Entry Nodes
There are two entry nodes that will allow you to initiate routing based on Clearbit Enrichment of selected fields.
- Clearbit New Enrichment
- Clearbit Updated Enrichment
These nodes will trigger Lead and Contact Routing based on changes to the Clearbit fields on a Lead or Contact Record. When you use Clearbit and LeanData, additional Clearbit fields will typically be added to the Lead and Contact records. Changes in these fields can be used to trigger a Lead or Contact for Routing.
Clearbit New Enrichment Entry Node
If you need to route a new Lead/Contact that has been enriched with data from Clearbit, you can use the Clearbit New Enrichment Entry Node to specify the values in the Clearbit fields that will signal high intent.
Description
This field is not required but we recommend adding a description to document any customizations made to the node. If someone else needs to take over the management of the graph, they will be able to understand the goal of the customizations.
Trigger Rules
The Node has 1 default rule/edge. As you add a new Trigger Rule, you will get a new edge for routing.
In the Trigger Rule, specify the condition that will trigger routing. Each condition is made up of a Clearbit Lead/Contact field, an operator, and a value. You will also specify the Target for the routing.
You can edit the default rule to fit your specific situation. You can also add any additional Trigger Rules you need.
Clearbit Updated Enrichment Entry Node
If you need to initiate routing on an existing Lead or Contact that has updated Enriched field(s) from Clearbit, you can use the Clearbit Updated Enrichment Entry Node to specify the values in the Clearbit fields that have been changed.
Description
This field is not required but we recommend adding a description to document any customizations made to the node. If someone else needs to take over the management of the graph, they will be able to understand the goal of the customizations.
Trigger Rules
The Node has 1 default rule/edge. As you add a new Trigger Rule, you will get a new edge for routing.
In the Trigger Rule, specify the condition that will trigger routing. Each condition is made up of a Clearbit Lead/Contact field, an operator, and a value. You will also specify the Target for the routing.
You can edit the default rule to fit your specific situation. You can also add any additional Trigger Rules you need.
Multiple Trigger Rules
You can create multiple trigger rules as needed on the node. Each new rule creates a new edge for records to follow. If using this entry node, you will have to define at least one rule. You can add additional conditions to the rule and/or add additional rules with conditions, allowing you to have very complex triggering rules.
When you have a rule with multiple conditions, LeanData will assume an AND relationship between the conditions. If you need to use an OR relationship, you will have to create another trigger rule.
When using multiple rules, the node will process each rule sequentially until the record meets a rule, and then it will direct the record using the edge for the corresponding rule.
Summary
Clearbit Enrichment trigger nodes allow you to initiate Lead or Contact routing from fields enriched by Clearbit. The nodes Clearbit New Enrichment and Clearbit Updated Enrichment can initiate routing for new records created with enrichment from Clearbit or reroute records that have updated enrichment from Clearbit.
For more information on working with router flows please see our Lead Routing Guide:
https://leandatahelp.zendesk.com/hc/en-us/articles/360016339074