Connecting
- Log 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.
- Choose whether to connect to a Production (Live) environment or sandbox environment (typically used for testing) and click Connect
- A new window will populate, prompting you to sign in with your Salesforce credentials. …
- After entering your credentials you should receive a successful notification. Congratulations, you’re connected and can automate data entry from ZoomInfo to Salesforce! …
Table of Contents
What are the benefits of ZoomInfo Salesforce integration?
With ZoomInfo Salesforce integration, your sales and marketing teams can find new unexplored prospect accounts in the target market and instantly identify decision-makers and other key stakeholders. Your team gets access to verified direct-dial phone numbers and email addresses.
How do I export objects from ZoomInfo to Salesforce?
Within Admin Portal: Navigate to the Integrations tab and select ‘Manage’ under the Salesforce tile. Make sure you’re on the General tab & select each object type you want your users to be able to export to Salesforce Click Save to apply the changes. Note: these changes are made across all users under your organization’s ZoomInfo instance.
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.
How can I integrate ZoomInfo Business Edition with HubSpot or dynamics?
Connecting With the HubSpot integration, you can push contact and company information directly from ZoomInfo Business Edition or ReachOut into HubSpot to take action on. With our Dynamics integration, your team can push lead and account information directly from ZoomInfo Business Edition or ReachOut into your Dynamics CRM to take action on.
Can Salesforce integrate with ZoomInfo?
With ZoomInfo’s Salesforce Connector, you can easily export the deepest intelligence on your leads, contacts, and companies. This powerful connector eliminates data entry and lots of research time – giving you more time to sell and market effectively using fresher, deeper data from ZoomInfo.
How do I import from ZoomInfo to Salesforce?
Select the company(ies) you wish to export by checking the box to the left of the collapsed company card. Then, click Export in the top navigation menu and select Salesforce from the drop-down. If the account does not exist, you’ll receive a successful message at the bottom of the page.
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.
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.
Who are ZoomInfo’s top 3 competitors?
ZoomInfo’s top 3 competitors are:UpLead.Lead411.LinkedIn Sales Navigator.
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 upload a listing to ZoomInfo?
Uploading a FileClick Enhance in the left-hand navigation bar and then click the “Upload a list” button.Choose whether to upload a list from your computer as a . … Name your list, add an optional description, and select if you wish to enhance contacts or companies. … Map the ZoomInfo fields to the fields within your file.More items…
What is a ZoomInfo scoop?
Scoops are actionable intelligence leads sourced through our surveys and in-house Research Team. Using these tools, we are able to source projects and leadership moves to share with users so that you can time your outreach effectively.
How do I export contacts from ZoomInfo?
To export a contact, click the checkbox next to the contact’s profile, then click the appropriate export icon located above your search results. You will be charged one credit per contact that you export, unless you have already added that contact to My Contacts.
Is ZoomInfo a CRM?
ZoomInfo Workflows automatically pushes data intelligence directly into your CRM. With real-time information about contacts and companies sent directly to the right sales reps and teams, you can save time, streamline communication and alignment, and boost productivity — faster than you ever thought possible.
Does Zoho integrate with ZoomInfo?
Zoho CRM Integrate with Databases like Hoovers, ZoomInfo, Dun & Bradsreet.
How do I add ZoomInfo to HubSpot?
Within Admin Portal: Navigate to the Integrations tab and select ‘Manage’ under the HubSpot tile. Click Save to apply the changes. Note: these changes are made across all users under your organization’s ZoomInfo instance.
What does it mean to remove fields from Salesforce?
Note: Removing fields means that we will not be sending that data over to Salesforce. After setting the mappings, make sure to click Verify and Save at the bottom of the mapping page for each object. Note: to successfully verify and save, make sure no fields are left blank.
What happens if Hubspot mappings are not set correctly?
If the mappings are not set correctly, you’ll receive an error notification informing you which field needs to be adjusted. Note: if you have secondary required fields set up for a specific HubSpot field you won’t be able to map to that field.
How are go-to-market teams more productive with ZoomInfo and Salesforce?
Salesforce Sync is the latest in a set of integrations between ZoomInfo and Salesforce.
Who loves ZoomInfo and Salesforce together?
Sales teams and marketers benefit most from the interconnected platforms. The power combination simplifies prospecting, making everyone—from your product marketing team to account executives—more efficient and productive.
Key Benefits of Salesforce ZoomInfo Integration
With ZoomInfo Salesforce integration, your sales and marketing teams can find new unexplored prospect accounts in the target market and instantly identify decision-makers and other key stakeholders.
Trouble Connecting? A Few Points to Troubleshoot
The Salesforce Rest API is included as a default with a few versions only. It is included with Force.com, Enterprise, Developer, Performance, and Unlimited Editions Only. If you have any other version of Salesforce, you need to purchase the access with the help of your Salesforce Account Manager.
Advanced Settings for ZoomInfo Salesforce Integration
Note: Before you start integrating your preferred objects from ZoomInfo to your Salesforce account, confirm that you have completed ZoomInfo Salesforce integration as mentioned in the steps above.
Conclusion
You must understand that both Salesforce and ZoomInfo come at a considerable price and that your Salesforce account admin is responsible for a successful integration as well as execution of campaigns to increase the ROI.
Overview
ZoomInfo is built to work with Salesforce simply and flawlessly— not only making life easier for the go-to-market teams in your organization, but helping them to be more efficient and effective.
Create your single source of truth
ZoomInfo is built to work with Salesforce simply and flawlessly— not only making life easier for the go-to-market teams in your organization, but helping them to be more efficient and effective.
Create your own Integration
Connect Salesforce and ZoomInfo the way you want. Start by selecting the trigger and action events listed here.
Run Workflows
Connect Salesforce and ZoomInfo with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.
Why Automate.io?
iPaaS products that connect multiple apps have been costly and complicated to use. Automate.io brings the same power to small businesses at economical price so you can automate away your tedious & repetitive tasks once and for all.
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