Getting Started with ZoomInfo Chat
The customer onboarding center was designed to allow you to get started quickly. When you’re ready, follow the steps below to begin!
Step 1: Account Provisioning
The first step to getting started with Chat is to schedule your Integrations call with an Engineer and get access to your account.
Activate Your Admin Account
You should have received an email from your Onboarding Team to get started. You can work with them to schedule a call. If you have not received that email check your spam or email customeronboarding@zoominfo.com.
Provision Your Users
The first step in utilizing Chat is to add your users and work on your question logic and resolution routing. Your dedicated Chat Engineer will work with you and assist with this entire process. Again, if you need assistance getting these items scheduled, please contact customeronboarding@zoominfo.com.
Step 2: Set Up Your Integrations
Unlock the Power of Your Subscription: Connectors and Integrations
If you have purchased integrations, you will want to set them up as soon as possible. Most integrations can be completed with your Engineer. If you require additional assistance beyond the initial setup, please see the options below.
View Available ZoomInfo Chat Integration Guides
- Pardot Self-service documentation
- Salesforce Self-service documentation
- Zoho Self-service documentation
- Hubspot Self-service documentation
- Marketo Self-service documentation
- Slack Self-service documentation
- Microsoft Teams Self-service documentation
- ZenDesk Self-service documentation
- Google Analytics Self-service documentation
- FormComplete Self-service documentation
Step 3: Schedule Your Trainings
Your introductory training will be conducted by our talented Learning & Development Managers. If you need help getting in touch with them, please reach out to us for assistance at customeronboarding@zoominfo.com.
Additional Resources
The ZoomInfo team is here to help. If you need help at any time, please refer to any of the resources below, including our support team.