SalesOS + Marketo

Identify your ideal customer profile and up-level your Marketo database with ZoomInfo .

Combine best-in-class company and contact insights and advanced go-to-market capabilities with your organization’s sales records and business-specific data.

From ultra-targeted prospecting to native application access to continuous lead enrichment, integrating Marketo with ZoomInfo arms sellers with the coordinated account and contact insights they need, when and where they need them, to close business fast.

• Refine searches in SalesOS by using relevant Marketo data
• Easily export SalesOS searches to Marketo
• Fill in the Gaps in Your Marketo data with automated contact & company enrichment.

INTEGRATION DETAILS

Automate Enrichment of Your Marketo Database

With ZoomInfo Enrich for Marketo, enriching information has never been easier. Enrich for Marketo allows the information gathered from all your crucial data points, including web forms, sales, and list uploads, to be appended onto their original record.

• Infuse technographic data and company attributes into new leads and existing records.
• Automatically match and fill fields for leads, contacts, and accounts the instant it’s created.
• Maintain a consistent CRM environment by standardizing the information flowing into your Marketo database

Quickly & Easily export SalesOS searches and audiences to Marketo

Easily import new leads and accounts from the most comprehensive B2B database

• Build customizable, hyper-targeted lists in ZoomInfo and easily push details to Marketo for easy follow-up from your Sales and Marketing teams.
• Select entries in ZoomInfo and upload them individually or in bulk to your Marketo account.
• Segment and personalize your campaigns and qualify leads without even breaking a sweat using ZoomInfo’s Marketo Connector.
• Identify and export records from any website with the ZoomInfo Reachout Chrome Extension.

Filter searches and build lists using your Marketo data within ZoomInfo

If your team is using Marketo and ZoomInfo, it could be very easy for your organization to literally spend hundreds of cumulative hours cross-referencing information between the two platforms. Or… you could just take advantage of Marketo filtering and have your organization spend more time closing deals.

When you use Marketo filters, you are able to see Lead data right within ZoomInfo. Your team will be able to use key data points such as unsubscribed opt-outs, lead ownership, and more.

• Filter your search results by Lead Owner, Lead Type, or Lead Status.
• Exclude Unsubscribed Contacts from Search Results.
• Set up automatic alerts when a Marketo account that you own gets new funding, announces a new project, and more!
• Identify ZoomInfo records that are already in your Marketo database.

FEATURES

Buyer Intent

Identify and reach prospects at the beginning of their buyer’s journey by tracking companies researching solutions like yours across the web.

Website Visitor Tracking

Uncover which companies are visiting your website.

Zoominfo Workflows:

Automate your sales plays with multi-step workflows.

Zoominfo ReachOut:

Access ZoomInfo insights anywhere you go with our ReachOut Chrome extension.

Zoominfo Contact and Company Data:

With ZoomInfo, you can get prospecting insights about B2B companies you can’t find anywhere else. You can access org charts, technographics, employee and revenue growth rates, Scoops, News, and more.

Includes 130+ million contacts and 95+ million companies, with millions of updates being made daily.

Contact Tracking

Easily track your account champions and key contacts to stay informed of where your best relationships are and whether people moves will impact existing business or open the door for new opportunities.

Benefits

• Reduce customer and prospect frustration.
• Remove friction from internal marketing operations workflows.
• Cut costs associated with contact-based pricing.
• Improve lead scoring and routing, which in turn makes for better prospect engagement, higher quality leads, and better conversion rates across marketing and sales efforts.
• Enable hyper-targeted segmentation efforts in marketing, sales, and advertising campaigns.
• Maintain email integrity and avoid emailing unverified addresses, which can result in email penalties or accounts being shut down

ZoomInfo OperationsOS + Marketo

Continuously clean and maintain high quality data in Marketo.

The ZoomInfo OperationsOS Platform orchestrates Marketo and CRM processes like managing duplicates, data scoring, segmentation, enrichment, and much more – empowering GTM teams to find the right customers and convert them faster.

Features

Data Cleansing & Deduplication for Marketo

Take advantage of powerful proprietary deduplication technology to quickly and easily merge duplicates based on your needs.Standardize your data with centralized naming conventions to improve Marketo reporting, analytics, and accessibility.

Enrich & Clean Inbound Leads in Real-time from Any Source

Using the world’s best B2B data, enrich, validate, and dedupe every lead from your Marketo forms in real-time, so you can make sure your forms are as short as possible and ensure your Marketo database has the information needed for your data-driven initiatives.

Multi-Vendor Enrichment (Real-Time & Bulk)

Enrich Marketo data using any combination of data vendors and eliminate the headaches of setting up integrations.Create conditional rules to determine which sources are called on across multiple scenarios.

Marketo Data Management Tools – Manipulate, Update, Import, Delete in Bulk

Easily perform custom modifications to insert, replace, reassign, delete, transform, and fix Marketo data en masse or real-time in just a few clicks.

Data Segmentation

Customize audience segments by vertical, persona, buyer stage and any mix of other criteria unique to enable consistent, curated communication with your prospects and customers.

Salesforce Lead Routing

Use a drag and drop visual interface to easily manage territories and complex assignment workflows to ensure that leads gets assigned to the correct rep, fast!

ZoomInfo Chat enables businesses to greet website visitors armed with ZoomInfo Intelligence for informed and tailored conversations that convert.

ZoomInfo Chat helps you identify and target prospects from your Marketo database when they on your website . ZoomInfo Chat’s Marketo integration enables you to guide your visitors through personalized conversation flows and update new leads you create in ZoomInfo Chat back to your Marketo.

The ZoomInfo Chat Marketo integration enables you to move leads down the funnel towards a positive sales outcome while ensuring that they are engaged throughout their buying journey.

By connecting the hub of your sales activity and data in Marketo to ZoomInfo Chat, you can:

• Identify and target visitors who are active on your website by resolving the Marketo Munchkin cookie to identify a visitor on your website. Learn more about how ZoomInfo Chat resolves prospects here.
• Target leads by using Marketo list membership and Marketo field values.
• Record new leads created in ZoomInfo Chat to Marketo in real-time.
• Capture and update lead information through conversational chat and update Marketo through Field mapping
• Leverage the power of ZoomInfo Chat dynamic fields to track real-time visitor behavior on your website.
• Push chat history from all your conversations with leads to Marketo as a timeline activity.

Integration Details

Create Leads in Marketo with ZoomInfo Chat

You can create leads in Marketo by mapping your Marketo Lead object with ZoomInfo Chat through Field Mapping in ZoomInfo Chat. Field mapping allows you to define and map Marketo fields to the ZoomInfo Chat Lead object and keep your Marketo instance updated with the freshest and most contextual lead information.

• ZoomInfo Chat helps you create new leads in Marketo whenever you capture visitor data through forms on your website or through the ZoomInfo Chat conversation flow.
• Your agents can create new leads or update existing lead information from their daily business communication tools – Slack, and MS Teams.
• Improve your lead nurturing efforts by enrolling new leads in specific marketing campaigns in Marketo.
• Setup conversations for your leads and prospects that meet specific criteria (visited website 3 times, or viewed a specific page or website session was over 30 seconds long, etc.) through ZoomInfo Chat fields and Dynamic fields.
• Set up personalization elements in a conversation flow by setting up Condition rules that execute based on Marketo fields mapped to ZoomInfo Chat fields.

Push ZoomInfo Chat Log to Marketo

The ZoomInfo Chat Marketo Integration allows customers to push their visitor chat log to their Marketo Instance as a Custom Activity. This helps visitors that are already Marketo leads to be enriched with their ZoomInfo chat history.

Features

LIVE CHAT

Get instant alerts when ideal leads or existing customers are on your website, then kick off the conversation from your favorite collaboration channel.

CHATBOT

Create tailored conversation flows based on known account information, and what they are engaging with on your site no matter what time or day it is.

REAL-TIME MEETING SCHEDULER

Automated meeting and demo scheduler speed up the sales cycles allowing you or your chatbot to engage prospects—on the fly.

ROUTE THE LEADS YOUR SALES TEAM WANT TO ENGAGE.

Bring your reps high-quality leads the moment they visitor your website. With ZoomInfo intelligence working behind the scenes, our live chatbot identifies visitor traffics and routes prospects to the best rep based on priority, availability, geography, or account ownership.

AB TESTING

See what introduction captivates site visitors the most through AB testing.

MarketingOS  + Marketo

MarketingOS helps marketers target, engage, and convert leads to buyers through personalized engagements across multiple channels such as display advertising, email, paid, social, website chat, and website conversions. Backed by the world’s largest collection of B2B contact data, this solution takes any marketing strategy to the next level.

ZoomInfo MarketingOS turns your site into a high-conversion digital storefront, with dynamic & enriched single-field forms, unique visitor identification, and human-first chat engagements. Create an experience that leads site visitors to visit more pages, consume looking at more content, and ultimately raise their hand to talk to Sales.

Features

Display Advertising
Leverage Marketo Company & Contact data to launch targeted display and social advertising campaigns to prospects based on Intent and any relevant Lead or Account data attribute.

Website Visitor Tracking
Identify and take action on the companies and decision makers exploring your business website by  de-anonymizing  and automatically connecting IP addresses to Marketo Leads & Company records.
Leverage Workflows to convert company IP addresses into comprehensive buyer profiles and automate activities across channels and technologies.

Buyer Intent
Identify sales-ready leads researching relevant topics and keywords on the web from IAP Accounts in your Marketo.

Contact & Company Data Enrichment
Enrich Leads and Accounts in your Marketo systems with the world’s best B2B data.
CONTACT DATA – Access 50M+ direct dial phone numbers and 129M+ verified email addresses
COMPANY DATA – Tailor your account universe with 300+ attributes, insights and recent activities

FormComplete
Enrich Forms as they are submitted.
Connect ZoomInfo your Marketo forms to enrich leads and validate email addresses in real time. FormComplete reduces required fields, captures data from abandoned forms, and increases form conversation rates.

Workflows
Automation removes the daily mundane, time-consuming tasks from marketers’ lists and allows them to involve more in strategic decision making. Instantly trigger go-to-market activities in Marketo and any connected system based on the signals that matter most to your business.

NeverBounce Email Verification
Protect your sender reputation and ensure the highest inbox deliverability. The Marketo-Neverbounce integration allows you to easily import your Marketo leads into NeverBounce and send the results back to Marketo.

Chat
Enables customized, real-time live-chat engagement with high-value website visitors. Get instant alerts when Marketo leads or existing customers are on your website, then kick off the conversation from your favorite collaboration channel.
ZoomInfo Chat’s Marketo integration enables you to guide your visitors through personalized conversation flows and update new leads you create in ZoomInfo Chat back to your Marketo.

Quickly & Easily export MarketingOS searches and audiences to Marketo

Easily import new leads and accounts from the most comprehensive B2B database

• Build customizable, hyper-targeted lists in ZoomInfo and easily push details to Marketo for easy follow-up from your Sales and Marketing teams.
• Select entries in ZoomInfo and upload them individually or in bulk to your Marketo account.
• Segment and personalize your campaigns and qualify leads without even breaking a sweat using ZoomInfo’s Marketo Connector.

Filter searches and build lists using your Marketo data within ZoomInfo

If your team is using Marketo and ZoomInfo, it could be very easy for your organization to literally spend hundreds of cumulative hours cross-referencing information between the two platforms. Or… you could just take advantage of Marketo filtering and have your organization spend more time closing deals.

When you use Marketo filters, you are able to see Lead data right within ZoomInfo. Your team will be able to use key data points such as unsubscribed opt-outs, lead ownership, and more.

• Filter your search results by Lead Owner, Lead Type, or Lead Status.
• Exclude Unsubscribed Contacts from Search Results.
• Set up automatic alerts when a Marketo account that you own gets new funding, announces a new project, and more!
• Identify ZoomInfo records that are already in your Marketo database.