How To Connect ZoomInfo To Salesforce.
- Under Settings, Click on Integrations.
- Click Connect on the Salesforce tile.
- Enter your login credentials as prompted.
Full Answer
Why ZoomInfo for Salesforce?
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.
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.
How do I connect ZoomInfo 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...
How ZoomInfo works with Salesforce?
Access to Salesforce Data in ZoomInfo with Filtering Users can pull Account, Contact, Lead, and Opportunity objects from Salesforce, and use that data to filter while working in ZoomInfo. Refine your searches based on account ownership, lead creation date, opportunity stage and other information housed in Salesforce.
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.
What 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 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 part of Salesforce?
That's where Salesforce Sync comes in. 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.
How do I get ZoomInfo plugin?
Go to chrome://settings/content/cookies in your Chrome browser. If "Block third-party cookies" is toggled on, scroll to the bottom of this setting page until you hit the "Allow" section. Select "Add" to the right of Allow and add the following sites separately: Zoominfo.com, www.zoominfo.com, and go.zoominfo.com.
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 do I check integrations in Salesforce?
Access your Salesforce integration settingsIn your HubSpot account, click the Marketplace icon marketplace in the main navigation bar. Under Manage, select Connected apps.Under Connected Apps, click Salesforce.
How do I export contacts 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 select as Contact.
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.
Who are ZoomInfo's top 3 competitors?
The 14 best ZoomInfo alternatives and competitors (in 2022)1 - Cognism. Cognism is a premium sales intelligence platform headquartered in the UK. ... 2 - Lusha. Lusha is a leading B2B prospecting tool. ... 3 - Clearbit. ... 4 - Apollo.io. ... 5 - LeadIQ. ... 6 - SalesIntel. ... 7 - Seamless.AI. ... 8 - LinkedIn Sales Navigator.More items...
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.
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.
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.
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.
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.
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.
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.
ZoomInfo Salesforce Sync for Territory Management
When sales and marketing teams traditionally pull lists, they’re still missing important data that’s relevant only to their organization. And because of that, they’re left with unanswered questions, like:
Context is King: Keep Your GTM Strategy in Motion
Every go-to-market motion begins with a targeted buyer based on company and contact criteria. This isn’t an ‘eye of the beholder’ process.
ZoomInfo Salesforce Sync: A Game-Changer
Here’s the bottom line: Sales and marketing teams need access to internal data when building lists, and to do that, they typically have to refer to their CRM.
