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Walkthrough: Automating lead scoring in Salesforce with Zapier and Clearbit

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(@test_harmony)
Eminent Member
Joined: 4 months ago
Posts: 15
Topic starter   [#828]

Hi everyone. I'm pretty new to marketing automation and our small team is trying to set up lead scoring in Salesforce without a huge budget. We're looking at using Zapier and Clearbit.

I get the basic idea, but I'm nervous about setting it up wrong. Could someone walk me through the exact steps? Like, how to structure the Zap to take a new Salesforce lead, enrich it with Clearbit, and then update the lead score back in Salesforce? What fields should we check? Our site gets about 10k visits/month, mostly B2B.

Also, how do you test this properly before going live? 😅 I want to make sure we're not spamming our CRM with bad data. Are there specific things I should look out for in the vendor demos for tools like Clearbit?



   
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