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How to integrate ZoomInfo with Salesforce?
If you have any other version of Salesforce, you need to purchase the access with the help of your Salesforce Account Manager. If you do not have the Rest API, you can install ZoomInfo’s native application into Salesforce directly.
What can ZoomInfo do for You?
From native applications to ongoing lead enrichment, ZoomInfo provides comprehensive data-driven solutions that help maintain a consistent and up-to-date Salesforce ecosystem. See all of ZoomInfo’s data and intelligence right inside of Salesforce. Give time back to your sellers by removing the need to navigate between multiple platforms.
How do I contact ZoomInfo support?
Please contact the ZoomInfo support team for info on this at clientservices@zoominfo.com or calling 866-904-9666 Option 2. Note: to complete these steps, make sure you’ve connected to your Salesforce CRM.
Where do I find the ZoomInfo fields in the admin portal?
Within Admin Portal: Navigate to the Integrations page and click Manage under the Salesforce tile. Click on the Mapping tab at the top left. Accounts, Contacts, & Leads must be mapped individually and they can be found directly below the mapping tab. The ZoomInfo fields will be on the left with your external fields listed on the right.
Does ZoomInfo integrate with Salesforce?
Salesforce Sync is a new integration from ZoomInfo that pulls crucial information about Accounts, Contacts, and Leads from Salesforce right into the ZoomInfo platform. This gives users the ability to apply filters and create pinpointed lists inside the ZoomInfo platform.
What CRM integrates with ZoomInfo?
Microsoft Dynamics 365ZoomInfo, a provider of go-to-market intelligence solutions, has integrated with Microsoft Dynamics 365. ZoomInfo’s data will now be centralized within Dynamics 365.
How do I add a ZoomInfo Tab to Salesforce?
Step 1: Log in to your ZoomInfo Account here. Step 2: Under your Username on the top right, from the drop-down menu, select Settings as shown below. Step 3: Now, from the left sidebar select the Integrations tab. Next, under Salesforce, click on Connect as shown below.
How do I map ZoomInfo fields in Salesforce?
Setup field Mapping in ZoomInfo Chat Go to Settings → Integrations and locate the Field Mapping tab. The Field Mapping tab allows you to map all your fields from Hubspot, Salesforce, Pardot, Marketo, etc., to the ZoomInfo Chat lead object. You can view the list of existing mapped fields in the Field Mapping tab.
Is ZoomInfo a CRM?
ZoomInfo is the premier lead generation company. Gain access to the best database of targeted leads from Customer Relationship Management (CRM) Software companies. Search for contacts or accounts by industry, job title, company size, and so much more.
How do I enable ZoomInfo integration?
ConnectingLog into www.zoominfo.com/login.Click your name at the top right and select Settings from the drop-down menu.Navigate to the Integrations tab on the left and select Connect under the Salesforce tile.More items…
How do I export leads from ZoomInfo to Salesforce?
To export data from ZoomInfo to Salesforce, navigate to the “My Lists” page and click on the gear icon next to the file you wish to export. Select “Export to Salesforce.” Note: You must first redeem your list for this option to appear.
Who are ZoomInfo’s top 3 competitors?
Competitors and Alternatives to ZoomInfoSales Navigator.Gong.Hoovers.Lead411.InsideView.SalesIntel.Clearbit.6sense.
How do I upgrade from ZoomInfo to Salesforce?
How To Connect ZoomInfo To SalesforceUnder Settings, Click on Integrations.Click Connect on the Salesforce tile.Enter your login credentials as prompted.
How does Salesforce integrate with outreach?
How To Sync Salesforce Opportunities:Access the Outreach Platform.Access the Salesforce Plugin.Click the Opportunity object.On the Sync tab, click to enable the Polling and Inbound sync options as outlined in the table below: … Confirm the Outbound Create and Outbound Update options are disabled and click Save.More items…•
How do I check integrations in Salesforce?
Select Salesforce from the list of integrations. Click to the Settings tab and turn the toggle to enable the integration.
How do I create a new source in Salesforce?
Add a new Lead Source to the Lead Source picklistClick Setup.Click Customize.Click Leads.Click Fields.Click Lead Source.Click on New under Account/Lead Source Picklist Values.More items…