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.
How do I contact ZoomInfo support?
Please contact the ZoomInfo support team for info on this at [email protected] 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.
How do I create custom mapping in Salesforce admin portal?
Custom Mapping (Admins Only) 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.
Can Salesforce integrate with ZoomInfo?
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.
How do I integrate ZoomInfo to LinkedIn?
Go to LinkedIn and navigate to any profile. Then click the ZoomInfo logo in your toolbar. Reachout will then display the person's profile picture with masked contact information. Click “Get Contact Info” to reveal a phone number and email address.
How do I import leads from ZoomInfo to Salesforce?
After building a list/finding ideal contacts, select the contacts you want to export to the left of their collapsed card click Export in the top navigation bar and select Salesforce from the drop-down menu, then as lead.
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 better than sales navigator?
When assessing the two solutions, reviewers found ZoomInfo SalesOS easier to use and do business with overall. However, reviewers preferred the ease of set up with LinkedIn Sales Navigator, along with administration.
What data does ZoomInfo provide?
The ZoomInfo database is updated daily with over 38 million online sources scanned, including news articles, SEC filings, job postings, press releases, and more. ZoomInfo also has an expansive network of voluntary contributors through ZoomInfo Community Edition.
Which CRM does ZoomInfo integrate with?
With ZoomInfo's Zoho CRM Connector, you always have the deepest intelligence on your sales leads: Get verified email addresses, direct-dial phone numbers, detailed job responsibilities, tech stacks, and more!
How do I add a ZoomInfo Tab to Salesforce?
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...
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...•
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.
Prerequisites
To successfully set up the ZoomInfo Salesforce Integration, you need to meet the following requirements:
Introduction to ZoomInfo
ZoomInfo is a Global Intelligence Tool that helps Sales and Marketing teams locate prospective customers. The integrated Cloud-based platform helps Sales teams, Marketers, Recruiters improve their lead generation efforts by providing access to a big corporate contact database along with several Sales Intelligence and Prospecting tools.
Introduction to Salesforce
Salesforce is a powerful Customer Relationship Management (CRM) platform that automates sales and marketing processes. It is a pay-as-you-go subscription-based American firm with its headquarters in San Francisco, California.
Importance of ZoomInfo Salesforce Integration
Let’s understand why you need to integrate ZoomInfo with Salesforce. You might know that Salesforce is the #1 CRM and it helps to manage your Sales and Marketing workflows. So, to boost your Sales, you need to manage your Leads and Contacts efficiently. This is where ZoomInfo Salesforce Integration helps you.
Steps to Set Up ZoomInfo Salesforce Integration
Now that you have understood the importance of ZoomInfo Salesforce Integration in your business, you are good to go to know how you can connect your ZoomInfo with Salesforce. So, let’s proceed further and understand the steps to set up ZoomInfo Salesforce Integration. Follow the steps below:
Benefits of ZoomInfo Salesforce Integration
The power of ZoomInfo Salesforce Integration streamlines prospecting, making everyone, be it your Product Marketing team or your Account Executives, more effective and productive. Let’s see some of the benefits that ZoomInfo Salesforce Integration supports.
Conclusion
In this article, you have understood the importance of ZoomInfo Salesforce Integration. Moreover, you also explored the key features of ZoomInfo and Salesforce. In addition, you learned the steps to set up ZoomInfo Salesforce Integration. You also unraveled the various benefits offered by this Integration.
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.
Why Integrate Salesforce With ZoomInfo?
There are a lot of reasons why you might want to integrate ZoomInfo with Salesforce. Some of these may include:
How Does Salesforce ZoomInfo Integration Work?
Salesforce ZoomInfo Integration is one of the simplest and yet powerful enhancements in your Salesforce environment which not only helps users in getting better business insights but also improves their productivity.
Benefits For Salesforce ZoomInfo Integration
Salesforce Platform provides a set of ready-to-use components that helps to improve the flexibility and efficiency of business processes. Salesforce ZoomInfo Integration is one of them.
How To Integrate ZoomInfo To Salesforce?
Connecting your Salesforce instance to ZoomInfo is a breeze! Here’s a step-by-step guide to connect Salesforce with ZoomInfo-
Hire Experienced Salesforce ZoomInfo Integration Service Provider
AppShark, a Salesforce gold consulting and product development partner, offers integration services to help businesses integrate Salesforce and ZoomInfo.
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.
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