sales-clearbit

What this skill does

# Clearbit Platform Help

Help the user with Clearbit platform questions — Person and Company Enrichment, Reveal IP intelligence, Prospector contact search, Name to Domain, Form Shortening, Risk API, Breeze Intelligence (HubSpot), and API integration.

**Important context**: Clearbit was acquired by HubSpot in December 2023 and rebranded as **Breeze Intelligence** within HubSpot. The standalone API still works, but product investment has shifted to HubSpot. Non-HubSpot users can still use the API directly; HubSpot users get Breeze Intelligence as an add-on.

## Step 1 — Gather context


If `references/learnings.md` exists, read it first for accumulated knowledge.

**What area of Clearbit do you need help with?**
- a) Person Enrichment — look up a person by email
- b) Company Enrichment — look up a company by domain
- c) Reveal — identify companies visiting your website by IP
- d) Prospector — find contacts at a target company
- e) Name to Domain — resolve company name to website domain
- f) Form Shortening — auto-populate form fields from email
- g) Risk API — fraud scoring for signups
- h) Breeze Intelligence — HubSpot-integrated enrichment
- i) API setup and integration
- j) Something else

**What's your CRM/stack?**
- a) HubSpot (Breeze Intelligence available)
- b) Salesforce
- c) Other CRM (Pipedrive, Close, etc.)
- d) Custom app / API-only
- e) Not sure

**What's your goal?**
- a) Enrich existing CRM records with firmographic/demographic data
- b) Identify anonymous website visitors
- c) Score and route leads in real-time
- d) Shorten forms to improve conversion
- e) Build prospect lists by role/company
- f) Integrate Clearbit data into my app via API

## Step 2 — Route or answer directly

If the question is about **enrichment strategy across tools** (not Clearbit-specific) — hand off: "This is an enrichment strategy question — run: `/sales-enrich {user's original question}`"
If the question is about **intent signals and visitor identification strategy** — hand off: "This is an intent signal strategy question — run: `/sales-intent {user's original question}`"
If the question is about **building prospect lists across tools** — hand off: "This is a prospect list building question — run: `/sales-prospect-list {user's original question}`"
If the question is about **lead scoring model design** — hand off: "This is a lead scoring strategy question — run: `/sales-lead-score {user's original question}`"
If the question is about **CRM data quality and dedup** — hand off: "This is a CRM data hygiene question — run: `/sales-data-hygiene {user's original question}`"
If the question is about **connecting Clearbit to other tools** — hand off: "This is a tool integration question — run: `/sales-integration {user's original question}`"

Otherwise, answer directly using the reference below.

## Step 3 — Clearbit platform reference

**Read `references/platform-guide.md`** for detailed module documentation, pricing, integrations, and data model.

*You no longer need the platform guide details — focus on the user's specific situation.*

## Step 4 — Actionable guidance

### Setting up Clearbit enrichment

1. **Get your API key** — sign up at clearbit.com, find key in account settings
2. **Choose sync vs. async** — use streaming endpoints (`-stream.clearbit.com`) for real-time; use standard endpoints + webhooks for batch/async
3. **Start with Combined endpoint** — `person.clearbit.com/v2/combined/find?email={email}` returns both person and company in one call
4. **Handle 202 responses** — if not using streaming, a 202 means the lookup is queued. Set up a webhook URL to receive results when ready
5. **Cache results** — enrichment data is valid for 30-90 days. Cache locally to avoid burning API calls on repeated lookups
6. **Map to CRM fields** — create custom fields in your CRM for key attributes (employee count, revenue, industry, tech stack)

### Reveal setup for website visitor identification

1. **Add the Clearbit JavaScript tag** to your website (or use Segment)
2. **Configure IP-to-company matching** — Reveal identifies the company, not the individual
3. **Set up alerts** — trigger Slack notifications or CRM tasks when target accounts visit
4. **Filter internal traffic** — exclude your own company's IP ranges
5. **Combine with Prospector** — once Reveal identifies a company, use Prospector to find the right contact

### Breeze Intelligence setup (HubSpot users)

1. **Purchase credits** — go to HubSpot Settings → Account Management → Breeze Intelligence
2. **Enable auto-enrichment** — toggle on for new contacts and companies
3. **Map fields** — Breeze auto-maps to standard HubSpot properties; review custom property mapping
4. **Set up form shortening** — enable on HubSpot forms to auto-populate fields from email
5. **Monitor credit usage** — credits don't roll over; adjust volume to match monthly needs

## Gotchas

*Best-effort from research — review these, especially items about plan-gated features and pricing that may be outdated.*

- **HubSpot lock-in**: Breeze Intelligence requires a paid HubSpot subscription. If you use Salesforce, Pipedrive, or any other CRM, you must use the standalone Clearbit API (not Breeze Intelligence). The standalone API's future is uncertain post-acquisition.
- **Credits don't roll over**: Breeze Intelligence credits reset monthly. If you buy 1,000 credits and use 200, you lose 800. Right-size your plan carefully.
- **Reveal identifies companies, not people**: The Reveal API returns company data from IP addresses, not individual visitors. You still need Prospector or another tool to find the specific contact at that company.
- **SDK deprecation**: The official Ruby, Node.js, Python, and Go SDKs are all deprecated. Clearbit recommends direct HTTP requests. If your code uses these SDKs, plan migration to direct API calls.
- **202 responses require webhooks**: Standard (non-streaming) enrichment endpoints return 202 if the person/company isn't in Clearbit's cache. You must configure a webhook URL to receive async results, or use the streaming endpoints which hold the connection open.

- **Self-improving**: If you discover something not covered here, append it to `references/learnings.md` with today's date.

## Step 5 — Related skills

- `/sales-enrich` — Enrichment strategy across tools (Clearbit, ZoomInfo, Apollo, Clay, etc.)
- `/sales-intent` — Buying signals and visitor identification strategy (Reveal feeds intent models)
- `/sales-prospect-list` — Build prospect lists across tools (Prospector is one option)
- `/sales-lead-score` — Design lead scoring models using enrichment data
- `/sales-data-hygiene` — CRM data quality, dedup, enrichment automation
- `/sales-audience-growth` — Form optimization and conversion (form shortening)
- `/sales-integration` — Connect Clearbit to CRM, marketing automation, and other tools
- `/sales-zoominfo` — ZoomInfo platform (primary competitor for enterprise enrichment)
- `/sales-do` — Not sure which skill to use? The router matches any sales objective to the right skill. Install: `npx skills add sales-skills/sales --skill sales-do`

## Examples

### Example 1: Real-time lead enrichment via API
**User says**: "I want to enrich new leads in real-time as they submit our website form — how do I set up Clearbit for this?"
**Skill does**: Recommends the Combined streaming endpoint (`person-stream.clearbit.com/v2/combined/find`), explains authentication, walks through the response structure, shows how to map key fields (company size, revenue, industry, title) to CRM properties, and suggests caching results to avoid redundant API calls
**Result**: Working real-time enrichment pipeline that enriches leads on form submission

### Example 2: Identify target accounts visiting the website
**User says**: "We want to know when our target accounts are browsing our pricing page so sales can follow up"
**Skill does**: Sets up Reveal API integration, explains IP-to-company matching, configures Slack alerts for target