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      Access data, on-demand

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      Deliver the right message to the perfect prospect

    • Ideal Customer Profile

      Reveal the prospects you should be targeting

    • Demand Generation
    • Audience Targeting

      Put campaigns in front of people & companies who matter most

    • Webform Optimizations

      Convert more leads using less form fields

    • Website Visitor Tracking

      Capture anonymous visitors & take immediate action

    • Data Management
    • Lead Enrichment

      Append existing & incoming lead records

    • Activity & Pipeline Management

      Capture contacts & sync communications into your CRM

    • Compliance API

      Ensure your data complies with GDPR & CCPA

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      Add ZoomInfo's B2B intelligence to your infrastructure

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      Integrate best-in-class B2B intelligence into your business applications

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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.

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Overview

Create your single source of truth

ZoomInfo is built to work with Salesforce simply and flawlessly— not only making life easier for the go-to-market teams in your organization, but helping them to be more efficient and effective. From native applications to ongoing lead enrichment, ZoomInfo provides comprehensive data-driven solutions that help maintain a consistent and up-to-date Salesforce ecosystem.

Salesforce Native Application

Plug the best data directly into Salesforce

See all of ZoomInfo’s data and intelligence right inside of Salesforce. Give time back to your sellers by removing the need to navigate between multiple platforms.

  • See employee and company details, lookalike companies, org charts, and more
  • Identify discrepancies between SFDC and ZI records in real time, and update data
  • Build and save targeted account and contact lists, and then prioritize based on your ideal customer profile
  • Filter results on 200+ data points including employee, company, geographic, and technographic details

Continuously Enrich Salesforce Data

As businesses change, information housed in Salesforce gets stale. And it gets even worse when you’re sending Salesforce incomplete or inaccurate data from different activities and sources. With ZoomInfo, you can continuously enhance data quality and usefulness from the moment a record is created within Salesforce. Set it, forget it, and automatically capture, append, and standardize high-quality data on existing and new records.

Access to Salesforce Data in ZoomInfo with Filtering

Built for leadership and beloved by reps, ZoomInfo’s Salesforce filtering eliminates bottlenecks related to researching prospects and clients. Users can pull Account, Contact, Lead, and Opportunity objects from Salesforce, and use that data to filter while working in ZoomInfo.

  • Refine your searches based on account ownership, lead creation date, opportunity stage and other information housed in Salesforce.
  • Set up automated alerts that let your sales team know when accounts they own in Salesforce get new funding, announces a new project, or adds/drops something to their tech stack
  • Identify ZoomInfo records already in your SFDC
  • View object ownership and import date right within a ZoomInfo profile
  • Exclude opt outs from search

Easily import the most comprehensive B2B data to your single source of truth

Verified email addresses, direct-dial phone numbers, detailed job responsibilities, tech stacks, and more! With ZoomInfo’s Salesforce Connector, you can easily export the deepest intelligence on your leads, contacts, and companies. This powerful connector eliminates data entry and lots of research time - giving you more time to sell and market effectively using fresher, deeper data from ZoomInfo.

Resources

ZoomInfo for Salesforce Implementation Guide
ZoomInfo Enrich for Salesforce Implementation Guide
ZoomInfo for Salesforce Native App Implementation Guide

Details

Website

App Exchange

Contact Salesforce

[email protected]
www.zoominfo.com
+1 (844) 992-3282

Category

CRM
Type
Integration
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