Pipeline CRM

    ZoomInfo

    Connect ZoomInfo to automatically fill in missing details on your people and companies with B2B intelligence data.

    Before you start:

    • Admin permissions in Pipeline CRM
    • A paid ZoomInfo account — free accounts don't have API access

    Step 1: Connect ZoomInfo (admin)

    1. Click Settings in the lower-left corner.
    2. Go to Other > App Store.
    3. Find ZoomInfo and click Install.
    4. Select the ZoomInfo Service tab.
    5. Enter the Username and Password you use to sign in to ZoomInfo.
    6. Click Test Connection.
    7. Click Save changes.

    Step 2: Choose what to enrich (admin)

    Choose how ZoomInfo updates your records:

    Setting

    What it does

    Enrich person records

    Adds missing details, such as job title, phone, and company, to people

    Override existing person data

    Lets ZoomInfo replace values already stored in person fields

    Enrich company records

    Adds missing details, such as industry, size, and website, to companies

    Override existing company data

    Lets ZoomInfo replace values already stored in company fields

    With override on, ZoomInfo replaces values already stored in mapped fields. Leave it off to fill empty fields only.

    Step 3: Map ZoomInfo fields to your fields (admin)

    1. Select the Person Field Mapping or Company Field Mappings tab.
    2. Match each ZoomInfo field to a Pipeline CRM field. To capture data beyond the defaults, create custom fields first and map them here.
    3. Click Save changes.

    Step 4: Turn on the integration (admin)

    Turn on the Enable toggle in the top-right corner of the ZoomInfo settings. You can also turn it on from the ZoomInfo tile in the App Store.

    How enrichment works

    ZoomInfo enriches records when key fields change:

    Record

    Enriched when you…

    Person

    Add or change the email address

    Company

    Add or change the email address or website

    ZoomInfo only enriches records that already exist in Pipeline CRM. It doesn't create new people or companies, and nothing syncs back to ZoomInfo. To work with someone you found in ZoomInfo, create them in Pipeline CRM first.

    FAQs

    Can I use a free ZoomInfo account? No. Free accounts don't include API access, so a paid account is required.

    Does data sync back to ZoomInfo? No. The integration is one-way, from ZoomInfo into your existing Pipeline CRM records.

    Need help? Contact support at customercare@pipelinecrm.com.