Getting Started with ZoomInfo Engage
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 Engage is to get access to your accounts and provide access to your team.
Activate Your Admin Account
You should have received an automated email from ZoomInfo in your inbox. If you have not received that email (check your spam), the email will be from helpmenow@zoominfo.com or you can request a reset password from the main ZoomInfo login page.
Provision Your Users
The first step in utilizing ZoomInfo Engage is to add your users. Users will be able to see value from the platform right away.
Check out our article How to Manage Users from the Admin Portal to learn how to add users.
Step 2: Set Up Your Integrations
Unlock the Power of Your Subscription: Connectors and Integrations
If you have purchased integrations, activate the included CRM/MAT/SAT connections in your new subscription now for an enhanced experience. Our user-friendly plug-and-play setup guarantees a quick and effortless start.
View Available Engage Integration Guides
Step 3: Schedule Your Trainings
The next step is registering and inviting your team to an end-user training session. Select the option below that works best for your team.
Register for Live Training
View Available Self-paced Training
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.