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Zoominfo Integration

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Maria Herrell
Updated 7 hours ago
Enrich your contact and company records with ZoomInfo, a B2B intelligence platform that provides detailed prospect data to help you target the right customers with the right message.

Before you start:
  • Admin permissions required
  • A paid ZoomInfo account (free accounts do not have API access)
Set Up the Integration
  1. Go to Settings > Other > App Store.
  2. Find ZoomInfo and click Install.
  3. Select the ZoomInfo Service tab.
  4. Enter your ZoomInfo Username and Password (the same credentials you use to sign into ZoomInfo).
  5. Click Test Connection to verify.
  6. Click Back to App Store and enable the integration.

Configure Field Mapping
  1. Select the Company Field Mappings and/or Person Field Mapping tabs.
  2. Map each ZoomInfo field to the corresponding Pipeline CRM field.
  3. Choose which record types to enrich: Person fields, Company fields, or both.
⚠️ Note: If override is enabled, ZoomInfo data will replace any existing values in mapped fields.

💡 Tip: Create custom fields in Pipeline CRM first if you want to capture additional ZoomInfo data beyond the default fields.


Enrichment Settings
Choose how you want ZoomInfo to update your Pipeline CRM records:
  • Enrich person records – Add missing data (job title, phone, company, etc.) to people records.
  • Override existing person data – Allow ZoomInfo to replace values already stored in person fields when different.
  • Enrich company records – Add missing company information (industry, size, website, etc.).
  • Override existing company data – Allow ZoomInfo to replace values already stored in company fields when different.
⚠️ Note: If override is enabled, ZoomInfo data will replace any existing values in mapped fields.


How Enrichment Works
Records are enriched automatically when specific fields are changed or updated:
  • Company records → Triggered when email address or website is updated
  • Person records → Triggered when email address is updated
⚠️ Note: This integration is one-way. Records must exist in Pipeline CRM to be enriched. Records found in ZoomInfo that don't exist in Pipeline must be created manually.

FAQs
Can I use a free ZoomInfo account?
No. Free ZoomInfo accounts do not have access to API enrichment features. A paid account is required.

Is this integration bi-directional?
No. ZoomInfo enriches existing Pipeline records, but data does not sync back to ZoomInfo. Records must be manually created in Pipeline before they can be enriched.

Need help? Contact support at [email protected]. 
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