ZoomInfo + Salesforce

Salesforce

Enhance Salesforce data quality from the moment a record is created. ZoomInfo’s bi-directional sync ensures a single source of truth for sales and marketing.

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About Salesforce

Salesforce is the world’s #1 customer relationship management (CRM) platform. We help your marketing, sales, commerce, service and IT teams work as one from anywhere — so you can keep your customers happy everywhere.

INTEGRATION Overview

Works with:GTM STUDIOCOPILOTZI SALESAPI ADD-ONZI TALENT

ZoomInfo Experience


Data Features
Import: GTM STUDIO COPILOT ZI SALES Bring your CRM context into our platform to power features including Advanced Search Filters, Copilot Signals, automation, and scoring. (Overview | Implementation Guide | Connect)
Export: GTM STUDIO COPILOT ZI SALES Bring ZoomInfo’s Intelligence back to CRM through seller or automation initiated pushes. (Implementation Guide | Connect)

Data Management: GTM STUDIO COPILOT ZI SALES Take exports to the next level with complex CRM enrichment and deduplication. (Overview | Connect)

Salesforce Experience


Data Features
ZoomInfo Revenue Agent for Agentforce: Sellers ask the chat and instantly receive ZoomInfo’s GTM Intelligence, without ever leaving Salesforce. (Implementation Guide | Connect)

Salesforce Prospecting Agent: Power your agent with ZoomInfo's GTM Intelligence. (Overview | Connect with ZoomInfo Username / Password)

Data 360 Connector: API ADD-ON Pull ZoomInfo data automatically into Data 360 via Data Stream (Implementation Guide)

Salesforce Agentforce MCP:  Connect ZoomInfo's B2B intelligence directly to Salesforce Agentforce. Ask natural questions and instantly access 100M+ company profiles, 300M+ professional contacts, buying signals, account intelligence, and your organization's CRM context. (Implementation Guide)

ZoomInfo API:
Mutual customers and partners can develop Apps that pull ZoomInfo’s GTM Intelligence via API to power vendors such as Salesforce. Visit docs.zoominfo.com to learn more.
iPaaS / Integration Solutions:
ZoomInfo has pre-built integrations for various integration-platform-as-a-service (iPaaS) and similar integration vendors (Full List)
UI-Based Features
ZoomInfo Salesforce Native App: GTM STUDIO COPILOT ZI SALES Embed ZoomInfo’s UI into Salesforce to find the answers you need and update CRM from a single page (Implementation Guide | Connect)
Chrome Extension: GTM STUDIO COPILOT ZI SALES ZI TALENT ZoomInfo’s Google Chrome Extension overlays our GTM Intelligence all over the web. We automatically match the side pane content to your prospects and customers within Salesforce. (Overview | Connect)