SalesLoft + ZoomInfo
Connect SalesLoft and ZoomInfo to Fill Your Pipeline Faster
Automatically enrich prospect data and launch personalized cadences the moment new contacts are identified.
Why integrate SalesLoft and ZoomInfo?
SalesLoft and ZoomInfo do different jobs well. ZoomInfo gives you deep B2B intelligence on prospects; SalesLoft runs structured outreach at scale. Together, they form a loop where fresh, verified contact data flows directly into targeted cadences — no manual copying required. Teams that connect these two platforms cut data entry delays, spend less time on prospect research, and go into every outreach with accurate, current information.
Automate & integrate SalesLoft & ZoomInfo
Use case
Auto-Enroll New ZoomInfo Contacts into SalesLoft Cadences
When a rep or automated trigger identifies a new high-fit prospect in ZoomInfo, that contact gets created in SalesLoft and enrolled in the right cadence based on their industry, persona, or company size — instantly. No exporting, no importing, no lag between finding a prospect and reaching them. Reps spend their time on real conversations, not administrative data transfer.
Use case
Enrich SalesLoft Person Records with ZoomInfo Data
Contacts already in SalesLoft can be automatically enriched with the latest ZoomInfo data — verified emails, direct dials, LinkedIn URLs, technographics. Your records stay current without asking reps to re-research prospects they already have in their pipeline. Clean, complete data means better email deliverability and more targeted calls.
Use case
Trigger ZoomInfo Searches Based on SalesLoft Cadence Activity
When a prospect replies to a SalesLoft email or engages with a cadence step, automatically run a ZoomInfo lookup before the rep follows up. The rep gets richer context — recent job changes, news mentions, company funding events — right when it matters. Better context means more relevant conversations and better conversion.
Use case
Sync ZoomInfo Account Data to SalesLoft Account Records
SalesLoft account records stay aligned with ZoomInfo's company data — employee count, annual revenue, headquarters location, technology stack. When ZoomInfo updates its data or a rep pulls a new account, those firmographic details flow into the matching SalesLoft account automatically. Account-based selling only works when the data underneath it is accurate.
Use case
Build Targeted SalesLoft Cadences from ZoomInfo Saved Searches
Use ZoomInfo's search and intent data to build targeted prospect lists, then push those lists into dedicated SalesLoft cadences automatically. As ZoomInfo finds new contacts matching your ideal customer profile or showing buying intent, they get routed to the right cadence without anyone touching it. Your outreach engine self-populates and stays aligned to your go-to-market.
Use case
Prevent Duplicate Contacts Across SalesLoft and ZoomInfo
Before creating a new contact from ZoomInfo in SalesLoft, automated deduplication logic checks whether a record already exists — matching on email, phone, or LinkedIn URL. Prospects don't get the same cadence twice, and your engagement metrics actually mean something. It also protects sender reputation, which is worth more than most teams realize.
Use case
Alert Reps When ZoomInfo Detects a Job Change for an Active SalesLoft Prospect
ZoomInfo tracks professional movement across millions of contacts. When a prospect in an active SalesLoft cadence changes jobs or gets promoted, reps are automatically notified via Slack, email, or a SalesLoft task. Job changes are one of the highest-converting triggers in B2B sales — and this workflow means you never miss one.
Get started with SalesLoft & ZoomInfo integration today
SalesLoft & ZoomInfo Challenges
What challenges are there when working with SalesLoft & ZoomInfo and how will using Tray.ai help?
Challenge
Keeping Contact Data Fresh Across Both Platforms
B2B contact data decays fast. People change jobs, get promoted, and move on constantly. Without automation, SalesLoft records go stale and reps hit bounced emails, dead numbers, and wasted outreach. Manually re-enriching contacts from ZoomInfo is slow work and rarely happens on any consistent schedule.
How Tray.ai Can Help:
Tray.ai runs scheduled enrichment workflows that regularly query ZoomInfo for the latest contact data and update SalesLoft person records automatically. You can set enrichment triggers based on time intervals, cadence stage changes, or specific field conditions — so your data stays current without anyone doing it by hand.
Challenge
Avoiding Duplicate Prospect Records and Outreach
When SDRs import contacts from ZoomInfo and teammates add prospects manually, SalesLoft ends up with duplicate records. Prospects start receiving multiple simultaneous cadence sequences, which reads as disorganized at best and spammy at worst. It also skews engagement metrics and can hurt your sender reputation with email providers.
How Tray.ai Can Help:
Tray.ai workflows check for existing SalesLoft records by email, phone, or domain before creating new ones. When a duplicate is found, the workflow can merge data intelligently or route the record for manual review — keeping your SalesLoft instance clean and your outreach coherent.
Challenge
Mapping Complex Firmographic Fields Between Platforms
ZoomInfo and SalesLoft use different data schemas and field naming conventions. Mapping rich firmographic and technographic data from one to the other isn't straightforward, and without precise field mapping, valuable intelligence — tech stack, revenue range, headcount — gets lost or ends up in the wrong field where nobody sees it.
How Tray.ai Can Help:
Tray.ai's data transformation tools let you build custom field mapping logic between ZoomInfo and SalesLoft, including conditional mappings for picklist fields, revenue range normalization, and technographic tag formatting. Revenue operations teams can maintain these mappings through no-code and low-code options as either platform changes.
Challenge
Acting on ZoomInfo Intent Data Before Competitors Do
Intent signals are time-sensitive. When a prospect is actively researching a solution, the first vendor with a relevant message often wins the conversation. Manual monitoring of intent dashboards followed by manual task creation in SalesLoft introduces delays that can cost you that window entirely.
How Tray.ai Can Help:
Tray.ai automates the full intent-to-outreach workflow in real time. The moment a ZoomInfo intent signal fires for a tracked topic or company, tray.ai can create a SalesLoft task, enroll the matching contact in a targeted cadence, and notify the rep — all without a human in the loop. Speed is built directly into the workflow.
Challenge
Scaling Outreach Without Losing Personalization
As sales teams grow and prospect lists expand, personalized outreach gets harder to maintain. When ZoomInfo data isn't surfaced automatically inside SalesLoft, reps fall back on generic messaging — which underperforms and wastes the intelligence ZoomInfo actually provides.
How Tray.ai Can Help:
By piping ZoomInfo intelligence into SalesLoft custom fields through tray.ai, teams can use SalesLoft's dynamic personalization variables to inject accurate, relevant details — company revenue, technology in use, recent headcount growth — into every email and call script automatically. The research appears bespoke. The effort isn't.
Start using our pre-built SalesLoft & ZoomInfo templates today
Start from scratch or use one of our pre-built SalesLoft & ZoomInfo templates to quickly solve your most common use cases.
SalesLoft & ZoomInfo Templates
Find pre-built SalesLoft & ZoomInfo solutions for common use cases
Template
ZoomInfo Contact to SalesLoft Cadence Enrollment
Automatically creates a new person record in SalesLoft when a contact is identified or exported in ZoomInfo, then enrolls them in the right cadence based on firmographic fields like industry and company size.
Steps:
- Trigger when a new contact is exported or identified in ZoomInfo
- Check SalesLoft for an existing person record using email address to avoid duplicates
- Create a new SalesLoft person record with mapped ZoomInfo fields (title, company, phone, email)
- Evaluate firmographic data to determine the correct SalesLoft cadence
- Enroll the contact in the matched cadence and assign to the appropriate rep
Connectors Used: ZoomInfo, SalesLoft
Template
Bulk Enrich SalesLoft Records with ZoomInfo Intelligence
Runs on a schedule to find SalesLoft person records missing key fields, queries ZoomInfo for verified data, and updates the records with enriched contact and firmographic information.
Steps:
- Scheduled trigger runs daily or weekly to pull SalesLoft person records with incomplete data
- For each incomplete record, query ZoomInfo API using email or name and company
- Map ZoomInfo response fields (direct dial, LinkedIn URL, revenue, tech stack) to SalesLoft fields
- Update the SalesLoft person and account records with enriched data
- Log enrichment results and flag any records ZoomInfo could not match
Connectors Used: SalesLoft, ZoomInfo
Template
ZoomInfo Intent Signal to SalesLoft Task Creation
When ZoomInfo detects buying intent for a company already in SalesLoft, a task is automatically created for the assigned rep with intent topic context and a suggested outreach approach.
Steps:
- Trigger on a new ZoomInfo intent signal for a tracked company or topic
- Search SalesLoft for existing person or account records matching the company
- Create a high-priority SalesLoft task for the assigned rep including intent topic details
- Optionally send a Slack notification to the rep with a summary of the intent signal
Connectors Used: ZoomInfo, SalesLoft
Template
SalesLoft Cadence Reply to ZoomInfo Research Enrichment
When a prospect replies to a SalesLoft email or completes a cadence step, automatically runs a ZoomInfo lookup and updates the SalesLoft record with the latest available intelligence before the rep follows up.
Steps:
- Trigger on a SalesLoft cadence email reply or completed step webhook event
- Extract prospect email and company from the SalesLoft activity data
- Query ZoomInfo for the latest contact and company intelligence
- Update the SalesLoft person and account records with fresh enrichment data
- Create a SalesLoft task for the rep to follow up with a note summarizing new insights
Connectors Used: SalesLoft, ZoomInfo
Template
Job Change Alert: ZoomInfo to SalesLoft Task and Slack Notification
Monitors ZoomInfo for job change signals on contacts in active SalesLoft cadences and automatically creates a follow-up task and Slack alert for the owning rep to reach out with a personalized re-engagement message.
Steps:
- Trigger when ZoomInfo detects a job change for a monitored contact
- Look up the contact in SalesLoft to confirm they exist and identify the assigned rep
- Update the SalesLoft person record with the new title and company from ZoomInfo
- Create a SalesLoft task flagged as high priority with job change context
- Send a Slack message to the rep with the prospect's new role and a suggested outreach message
Connectors Used: ZoomInfo, SalesLoft
Template
New ZoomInfo Account to SalesLoft Account and Cadence Setup
When a new target account is identified or imported from ZoomInfo, automatically creates a matching account record in SalesLoft populated with firmographic data and triggers prospecting workflows for key contacts at that account.
Steps:
- Trigger when a new account is exported or flagged in ZoomInfo
- Check SalesLoft for an existing account record using company domain
- Create a new SalesLoft account with ZoomInfo firmographic fields (industry, revenue, headcount, tech stack)
- Pull key contacts from ZoomInfo for that account and create person records in SalesLoft
- Enroll identified contacts into account-based cadences and assign to the appropriate AE or SDR
Connectors Used: ZoomInfo, SalesLoft