Set refresh time

How do I set a time frame to refresh the existing Clearbit data in Zoho SalesIQ?

  1. In Settings -> Integrations -> Clearbit - Reveal, scroll down until last.
  2. In Advanced Configuration, choose the frequency you would like to set to refresh the data (Weekly, every 30 days, every 90 days.)

 

Note:

  • We would recommend you to set the refresh period as 30 days.
  • If the company/visitor data is edited/deleted in Clearbit it will reflect in Zoho SalesIQ while refreshing.
  • If the data is deleted in clearbit, then the existing data will appear only in the visitor history section until the next visit of the visitor.

Share this post : FacebookTwitter

Still can't find what you're looking for?

Write to us: support@zohosalesiq.com