Integrate with Clearbit or RollWorks

Connect external data sources to enrich visitor context and improve targeting.

You can integrate Clearbit Reveal or RollWorks to gain deeper insights about who’s visiting your site. These services can supply firmographic data — like company size, industry, and revenue — that you can use to refine your targeting or filter results.

Before you get started

Make sure your provider’s snippet loads before the Optimize snippet so Optimize can access the data during the page load.

Integrate with Clearbit Reveal

Submit a support request letting us know you want to connect Clearbit Reveal and any additional attributes to import.

Attributes imported by default:

• Company size (employees) — e.g., 1K–5K
• Estimated annual revenue — e.g., $5B+
• Industry — e.g., Internet Software & Services

Import additional attributes:

If you want to import additional Clearbit attributes, review Clearbit's available attribute values and let us know which ones you want to import. For example, other customers found these attributes useful:

• Subindustry — e.g., Banking
• Company name — e.g., Merrill Lynch

Integrate with RollWorks

Submit a support request letting us know you want to connect RollWorks and any additional attributes to import.

Attributes imported by default:

• Company size (employees) — e.g., Medium-Small ($10MM–$50MM)
• Company revenue — e.g., Medium-Large (500–999 employees)
• Industry — e.g., Marketing and Advertising

Import additional attributes:

If you want to import additional RollWorks attributes, review RollWorks' available attribute values and let us know which ones you want to import. For example, other customers found these attributes useful:

• Journey stage — e.g., Unaware
• Company name — e.g., Merrill Lynch

How to leverage Clearbit or RollWorks data in Optimize

Once the integration is set up and your data is flowing into Optimize, you can use the imported attributes to gain audience insights and create tailored content. For example, you might show different messaging based on industry, highlight different pricing tiers based on company size, or remove friction for enterprise users in late-stage buying cycles.

• Refine results — filter your optimization results by firmographic details to review granular metrics
• Target visitors — create audiences based on firmographic details to target visitors with personalized variations
• Dynamic content — insert variables into variations that show different values based on who the visitor is
• Train AI Optimize — help it understand what resonates with different types of visitors by sending custom attributes