Enriching Contacts and Uploading to CRM

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All right, so in this video, I'm going to show you how to enrich your website

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visitors

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and then upload that enriched data to a CRM of your choice automatically.

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The way we're going to do this is by using clay, which is a direct integration

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with RB2B

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and a great way to enrich people data as a whole.

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So how do we connect the two?

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So what we have to do is first go to RB2B and go down to the integrations panel

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right

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here.

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From there, we just click on clay and we can go ahead and put in our Webhook

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URL.

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But where do we get that from?

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So we actually go to clay and we click create new table and then scroll down to

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import data

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from Webhook.

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If you click new table, it'll create a new table and then it'll give you the

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Webhook

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that you can connect to RB2B.

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So we're going to copy this, go back to RB2B, paste it and voila, it is now

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connected

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and all of your website visitors will stream directly into a clay table.

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So I've done this already and so I have them all in a table right here.

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And what I want to do is do some base level enrichments and then upload that

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base level

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enrichment data into my HubSpot.

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So in order to enrich data, what you're going to want to do is click add column

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, browse

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enrichments and then type in the data point that you're looking for.

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So for example, I can type in phone number and you'll see that the mobile phone

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number

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waterfall pops up, which is something that looks for a phone number across a

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bunch of

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different integration providers.

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All we have to do from there is click LinkedIn profile, put in the LinkedIn URL

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, which RB2B

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already gives us, click save and click run 10 rows.

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And I'll wait for it to run the first 10 rows of this table and we can go ahead

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and show

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you how to update it after that.

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All right.

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So there are a ton of other data points you can find using clay.

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It can be things from emails to company revenue to funding data.

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I mean, the possibilities are essentially endless, but let's just say in this

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situation,

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I only wanted to upload the person's phone numbers to their contact in my CRM.

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Nothing else, very easy upload.

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What I'm going to do there is just click add column, browse enrichments, and I

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'm going

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to type in hub spot.

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And you'll see that there's a creator update contact section.

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You can also do the same thing with companies.

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So when we click on contact, we're going to throw in their email address in

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order to detect

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whether there's already a contact in there.

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In this case, it probably will be for me.

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When we're going to type in each of the columns that associate with the

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attributes that we're

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looking to map out.

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So for example, this first name column over here, we want to put that column in

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this little

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box, same with last name, and we'll throw in their email just because and then

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we'll

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put in their phone number as our final data point.

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Any other data points you want to map out, just add them to your HubSpot and

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then you

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can do the exact same thing with the columns in clay.

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And when we're done, we're going to click save and we will go ahead and run

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these first

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10 rows.

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So you'll see here that I already had a contact in HubSpot, but it updated it

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with all the

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proper information.

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All right.

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So that's how you do it.

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I hope this was helpful.

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free to reach out if you have any questions. But yeah.