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How to Integrate ZoomInfo with Your CRM

Integrating ZoomInfo with your CRM is one of the most valuable technical implementations in GTM Operations. When ZoomInfo and your CRM are properly connected, your contact and company data stays accurate and up to date automatically, your team spends less time on manual data entry, and your outreach is powered by the most current information available.

Why ZoomInfo CRM Integration Matters

Without CRM integration, ZoomInfo data lives in a separate system from your sales pipeline. Your team has to manually export contacts, import them into your CRM, and keep the data synchronized. This manual process is slow, error prone, and impossible to maintain at scale. Integration eliminates these problems by creating a seamless data flow between ZoomInfo and your CRM.

Setting Up the HubSpot Integration

ZoomInfo integrates natively with HubSpot through ZoomInfo’s integration marketplace. To set it up, connect your HubSpot account from within ZoomInfo’s settings. Configure your sync rules to determine which ZoomInfo data fields map to which HubSpot properties. Set up automatic enrichment so that existing HubSpot contacts are continuously updated with the latest ZoomInfo data.

Setting Up the Salesforce Integration

ZoomInfo’s Salesforce integration works similarly to HubSpot but requires attention to Salesforce’s more complex permission and data structure. Work with your Salesforce administrator to configure the integration correctly. Set up field mapping carefully to ensure data flows accurately between ZoomInfo’s data model and your Salesforce object structure.

Enriching Existing CRM Records

One of the most immediate benefits of ZoomInfo CRM integration is the ability to enrich your existing contact and company records with current, accurate data. Many CRMs accumulate outdated contact information over time. ZoomInfo integration can automatically update these records with current job titles, email addresses, phone numbers, and company information.

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Daniel Suky

Founder, Elevate Labs | We help executives to lead RevOps and GTM Operations.

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