SalesOS + HubSpot

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

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 HubSpot with SalesOS arms sellers with the coordinated account and contact insights they need, when and where they need them, to close business fast.

Features:

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

Zoominfo Websights
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

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.

Integration Features:

Access HubSpot data to refine searches in SalesOS
Built for leadership and beloved by reps, ZoomInfo’s HubSpot filtering eliminates bottlenecks related to researching prospects and clients. Users can pull Company and Contact objects from HubSpot, and use that data to filter while working in ZoomInfo.

• Refine your searches based on company ownership, company type, lead status, lifecycle stage and other information housed in HubSpot.
• Set up automated alerts that let your sales team know when companies they own in HubSpot get new funding, announces a new project, or adds/drops something to their techstack.
• Identify ZoomInfo records already in your HubSpot.
• View object ownership and match date right within a ZoomInfo profile.
• Exclude unsubscribed contacts from searches

Quickly & cleanly export to HubSpot from SalesOSConnector
Turbocharge your lead acquisition with ZoomInfo’s HubSpot Connector:

• Build customizable, hyper-targeted lists in ZoomInfo and easily push details to HubSpot for easy follow-up from your Sales and Marketing teams.
• Marketers can segment and personalize campaigns and qualify leads and sales can eliminate data entry and research time allowing for more time to sell
• ZoomInfo ReachOut Chrome Extension compatible

Set Up Enrichment Tasks to Fill in the Gaps in Your Hubspot Data
Built for leadership and beloved by reps, ZoomInfo’s HubSpot filtering eliminates bottlenecks related to researching prospects and clients. Users can pull Company and Contact objects from HubSpot, and use that data to filter while working in ZoomInfo.

• Refine your searches based on company ownership, company type, lead status, lifecycle stage and other information housed in HubSpot.
• Set up automated alerts that let your sales team know when companies they own in Hubspot get new funding, announces a new project, or adds/drops something to their techstack.
• Identify ZoomInfo records already in your HubSpot.
• View object ownership and match date right within a ZoomInfo profile.
• Exclude unsubscribed contacts from searches

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

OperationsOS + HubSpot

Data is at the core of all modern business operations. More often than not, companies find themselves dealing with databases riddled with incomplete, inaccurate, and outdated information.

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

ZoomInfo RingLead’s HubSpot integration improves database health, fills in the gaps in your go-to-market data, and uncovers lost opportunities in your pipeline.

Features

Data Cleansing & Deduplication
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 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 HubSpot forms in real-time, so you can make sure your forms are as short as possible and ensure your HubSpot database has the information needed for your data-driven initiatives.

Multi-Vendor Enrichment (Real-Time & Bulk)
Enrich HubSpot 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.

Data Manipulations & Transformations
Easily perform custom modifications to insert, replace, reassign, delete, transform, and fix HubSpot 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.

MarketingOS + HubSpot

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.

FEATURES

DISPLAY ADVERTISING
Leverage HubSpot Account & Contact data to launch targeted display and social advertising campaigns to prospects based on Intent and any relevant contact or Account data attribute.

WEBSITE VISITOR TRACKING
Identify the sales leads you never knew you had converting company IP addresses from your traffic into comprehensive buyer profiles for your sales team to follow up with.

BUYER INTENT
Identify sales-ready leads researching relevant topics and keywords on the web from IAP Accounts in HubSpot.

CONTACT & COMPANY DATA ENRICHMENT
Enrich inbound HubSpot Leads and Accounts in HubSpot 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

FORM COMPLETE
Auto-adjust required form fields to maximize conversion rates and enrich leads in real time with FormComplete.

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 HubSpot and any connected system based on the signals that matter most to your business.

Integration Features

HubSpot Deal Filters
With HubSpot Deals Filters, HubSpot users can:

• Refine searches against matched Deal data (i.e Owner, Created Date, Type Source, Stage)
• Target contacts/companies related to only the most urgent, timely, or relevant deals

Engage + HubSpot

Sales professionals often use disparate systems for sourcing contact information, reaching out, and tracking activity, which is time consuming. As the only sales engagement tool with native integration with ZoomInfo SalesOS, Engage by ZoomInfo empowers sellers to identify ideal prospects and reach out from a unified platform. Engage enables sales professionals to automate multi-step email and call campaigns to connect with more prospects, see real-time engagement analytics, and learn how to improve targeting and messaging to specific personas.

The Engage and HubSpot integration enables sellers to eliminate manual logging of call and email activities and increase transparency into synced Contacts. Engage automatically reflects the latest updates made on a HubSpot record’s Contact details, including the Contact’s status and unsubscribe status. Admins can choose whether new Contacts imported/created in Engage should be created in HubSpot, which reduces duplicate data entry and list imports.

FEATURES

Salesflows
Automate multi-step, multi-channel prospecting campaigns that capture prospect activity so you don’t have to.

Email Templates
Reach prospects quicker with Engage’s pre-built templates. Engage’s native email assistant surfaces insights that help you write stronger emails every time.

Actionable Analytics
Leverage A/B testing and engagement metrics to see which emails and Salesflows perform best. Use our intelligent recommendations engine to find the perfect persona that is most likely to engage with you.

Auto-dialer
Make outbound calls in quick succession with the auto-dialer. Reduce phone connection time and spend less time repeating yourself by leaving pre-recorded voicemails.

Task & Activity Dashboard
Prioritize your day with an automated, real-time view of your upcoming tasks and most engaged prospects so follow-ups don’t slip through the cracks

INTEGRATION DETAILS

Engage Contacts Synced with HubSpot Contacts
Sync Engage Contacts with HubSpot Contacts so you have transparency into contact information, call and email activities, and lead status from either platform.

Engage Activity Pushed to HubSpot
Once a Contact is synced, all call and email activity from Engage will be pushed to the HubSpot Contact activity history, reducing duplicate data entry.

Engage Contact Status Synced to HubSpot
Sync Contact Status and Unsubscribes between Engage and HubSpot for greater visibility into lead status and to ensure compliance with CAN-SPAM.

Chat + HubSpot

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 on your website created in HubSpot based on HubSpot lists. ZoomInfo Chat’s HubSpot integration enables you to guide your visitors through personalized conversation flows and update new leads you create in ZoomInfo Chat back to HubSpot.

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

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

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.

Integration Features

Create Leads in HubSpot with ZoomInfo Chat to Accelerate primed to buy leads to the finish line.

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

Push ZoomInfo Chat Log to HubSpot as an Activity

A crucial part of the conversational marketing paradigm is to ensure that all your chat history with known HubSpot Leads are pushed to HubSpot. This helps ensure that the full context about the ZoomInfo Chat with existing leads is preserved in HubSpot.

Target Visitors Based on HubSpot Lists in ZoomInfo Chat

ZoomInfo Chat allows you to guide your website visitors through highly personalized chat experiences based on their HubSpot List membership.

Chorus + HubSpot

Chorus is the leading Conversation Intelligence platform that captures and analyzes conversations to provide revenue teams with unparalleled visibility into customer relationships.

Empowering more than 20,000 companies, Chorus helps your organization drive team performance, maximize revenue & prevent risks, and make better strategic decisions to deliver bottom line impact.

Sync Chorus with HubSpot CRM

Sync Chorus with HubSpot to ensure that every interaction is tied to an outcome. The Chorus-HubSpot integration will associate your team’s calls with HubSpot Account level data by connecting conversations to their associated Account Name, Deal Name, Deal Size and Close Date, and more.

By increasing your efficiency, you will gain insight into your team’s impact. For example, you might focus on calls related to your largest deals of the quarter.

Sync Chorus with HubSpot – Dialer

Chorus integrates with HubSpot – Dialer so you can leverage all of Chorus’ functionality for your team’s cold calls.

Using the HubSpot – Dialer, Chorus will import your team’s conversations and begin transcribing & analyzing all while you continue to dial. Once the integration is complete, Chorus will upload and analyze calls on an hourly basis.

If you’d like better dialer data, we recommend integrating HubSpot – Dialer with Chorus!

Features of Chorus

CAPTURE & ANALYZE SALES CALLS

Chorus helps performance-driven revenue teams capture and analyze all customer calls, meetings, and emails to create visibility, drive process and behavior changes, and close more deals. Let Chorus’ AI guide your team to a better understanding of key conversations by highlighting key topics & themes such as next steps, pricing discussions, and objection handling.

DEAL INTELLIGENCE & RELATIONSHIP MANAGEMENT

Momentum by Chorus provides complete visibility to your overall pipeline and individual relationships across deals & accounts. Chorus will capture contacts and conversation insights from the field and automatically sync account and deal data with your HubSpot.

Keep your finger on the pulse of every account and opportunity to increase deal velocity, mitigate churn, and action unbiased HubSpot data to confidently crush your numbers & foster successful relationships.

COACHING & COLLABORATION

Create playlists of “best of breed” interactions manually or let our AI-Generated smart playlists do the work for you. Use real-time notes to improve call efficiencies and hashtag important moments to curate playlist content during your live call.

Chorus’ proactive recommendations alerts managers with coaching and deal recommendations to focus their time where it matters most. Identify winning behaviors that up-level team skills, reduce new hire ramp time, and drive methodology adherence across your team.

ADVANCED ANALYTICS

Create custom reports and daily email alerts built from AI-based contextual trackers to stay on top of market trends, competitive intel, and product feedback. Elevate the voice of your customer by accessing key moments directly in the analytics dashboard.