ZoomInfo connector
Automate Your Revenue Intelligence Workflows with ZoomInfo Integrations
Connect ZoomInfo's B2B contact and company data to your CRM, marketing automation, and sales tools to cut manual prospecting and keep your pipeline data fresh.
What can you do with the ZoomInfo connector?
ZoomInfo is the go-to platform for B2B contact intelligence, with verified emails, direct dials, technographic data, intent signals, and firmographic profiles at scale. Manually exporting and importing that data into your CRM or marketing tools is slow and produces stale records fast. By integrating ZoomInfo with tray.ai, revenue teams can automate lead enrichment, trigger outreach based on buying signals, and keep account data clean and current across every system in their stack.
Automate & integrate ZoomInfo
Automating ZoomInfo business process or integrating ZoomInfo data is made easy with tray.ai
Use case
Automated CRM Lead Enrichment
When a new lead enters your CRM — from a web form, event registration, or inbound inquiry — tray.ai can instantly query ZoomInfo to append verified contact details, job title, direct phone, company size, industry, and technographic data. This cuts hours of manual research and ensures your sales reps always start with complete, accurate records.
Use case
Intent Signal-Based Outreach Automation
ZoomInfo Intent signals surface accounts actively researching topics relevant to your product. With tray.ai, you can monitor these signals on a schedule and automatically route high-intent accounts to the right sales rep, enroll them in targeted sequences, or trigger personalized ad audiences — without manual intervention.
Use case
Scheduled Account Data Refresh
B2B contact and firmographic data decays at roughly 30% per year, which means missed connections and wasted outreach. tray.ai can run scheduled workflows that query ZoomInfo for updated records, compare them against your CRM, and push only the changed fields — keeping your database current without bulk overwrites or data conflicts.
Use case
Marketing List Building and Audience Segmentation
Marketing teams can use tray.ai to dynamically build targeted contact lists in ZoomInfo based on ICP criteria and push them directly into marketing automation platforms like Marketo, Pardot, or HubSpot. This replaces manual list exports and ensures campaigns always target the most current, relevant contacts.
Use case
Sales Territory and Account Assignment Automation
When new accounts are created or enriched with ZoomInfo firmographic data, tray.ai can apply business logic to automatically assign them to the right sales owner based on geography, company size, vertical, or named account rules. No more RevOps bottlenecks, and no account sitting unworked because nobody noticed it came in.
Use case
Technographic-Based Product Qualified Lead Routing
ZoomInfo's technographic data shows what software tools a prospect already uses. tray.ai can use this to identify integration-ready or displacement opportunities and route those leads to specialized product or technical sales reps with full context already attached to the CRM record.
Use case
New Hire and Job Change Tracking for Account Intelligence
ZoomInfo tracks job changes and new hires at target accounts — often the earliest buying signal you'll get for many B2B products. tray.ai can poll ZoomInfo for these events on a schedule and automatically alert account owners, update CRM contacts, and trigger re-engagement workflows when key personas change roles.
Build ZoomInfo Agents
Give agents secure and governed access to ZoomInfo through Agent Builder and Agent Gateway for MCP.
Data Source
Look Up Company Profiles
An agent can retrieve detailed company profiles from ZoomInfo, including firmographic data like industry, revenue, employee count, and headquarters location. This helps agents qualify accounts and personalize outreach without manual research.
Data Source
Fetch Contact Details
An agent can pull verified contact information for individuals, including job titles, direct phone numbers, and email addresses. This lets agents route leads, enrich CRM records, or prepare sales reps with accurate prospect data.
Data Source
Search for Prospects
An agent can query ZoomInfo to find new prospects matching criteria like industry, company size, geography, or job function. This powers automated lead generation workflows that continuously surface high-fit opportunities.
Data Source
Retrieve Intent Signals
An agent can access ZoomInfo's buyer intent data to identify companies actively researching relevant topics or solutions. This lets the agent prioritize outreach to accounts showing signs of purchase readiness.
Data Source
Pull Org Chart Data
An agent can fetch organizational hierarchy information to map out decision-makers and influencers within a target account. This helps agents recommend multi-threading strategies and identify the right people to engage.
Agent Tool
Enrich CRM Records
An agent can automatically enrich leads, contacts, and accounts in a connected CRM with up-to-date ZoomInfo data, filling in missing fields like phone numbers, titles, and technographic details. Records stay accurate without manual data entry.
Agent Tool
Export Contact Lists
An agent can export curated lists of contacts or companies from ZoomInfo into downstream systems like CRMs, marketing automation platforms, or sales engagement tools. This cuts the time between prospect discovery and active outreach.
Agent Tool
Trigger Alerts on Job Changes
An agent can monitor ZoomInfo for job change events — such as a contact moving to a new company — and trigger automated follow-up actions or notifications to sales reps. This helps teams act quickly on relationship-based selling opportunities.
Data Source
Identify Technology Stack
An agent can retrieve technographic data from ZoomInfo to see what software and tools a target company is currently using. This lets agents tailor messaging, spot competitive displacement opportunities, or qualify accounts by tech fit.
Agent Tool
Add Contacts to Sequences
An agent can take newly discovered or enriched ZoomInfo contacts and automatically add them to sales engagement sequences or email campaigns in connected tools. This cuts the time between identifying a prospect and actually reaching out.
Agent Tool
Validate and Deduplicate Leads
An agent can cross-reference incoming leads against ZoomInfo data to verify accuracy and flag or merge duplicate records before they enter a CRM. This keeps data clean and prevents wasted effort on bad or redundant leads.
Get started with our ZoomInfo connector today
If you would like to get started with the tray.ai ZoomInfo connector today then speak to one of our team.
ZoomInfo Challenges
What challenges are there when working with ZoomInfo and how will using Tray.ai help?
Challenge
Managing API Rate Limits and Quota Consumption
ZoomInfo's API enforces rate limits and credit-based quotas, and high-volume enrichment workflows — bulk list refreshes or real-time form enrichment — can burn through credits fast or hit concurrency limits, causing workflows to fail silently or return incomplete data.
How Tray.ai Can Help:
tray.ai's workflow engine has built-in rate limit handling, retry logic with exponential backoff, and batching controls that let you spread ZoomInfo API calls across time windows. You can prioritize high-value enrichment requests, queue batch jobs during off-peak hours, and get alerts before quota thresholds become a problem.
Challenge
Matching Records Across Systems Without a Shared ID
ZoomInfo uses its own proprietary Contact IDs and Company IDs, while your CRM likely uses email addresses or internal identifiers as primary keys. Reliably matching ZoomInfo results to existing CRM records — and avoiding duplicate creation — requires fuzzy matching logic that's hard to maintain manually.
How Tray.ai Can Help:
tray.ai's data mapping and conditional logic let you build multi-step match chains — first by ZoomInfo ID if stored, then by email domain, then by company name normalization — before deciding whether to create or update a record. After the first successful match, you can persist ZoomInfo IDs as custom CRM fields so future lookups are deterministic.
Challenge
Keeping Enriched Data From Overwriting Clean CRM Records
Blanket overwriting of CRM fields with ZoomInfo data risks destroying manually verified information, custom field values, or data a sales rep intentionally changed. Without conditional update logic, enrichment workflows can create more problems than they solve.
How Tray.ai Can Help:
tray.ai lets you build fine-grained conditional logic within enrichment workflows that compares incoming ZoomInfo values against current CRM field values before writing anything. You can set rules like only overwrite blank fields, only update if ZoomInfo's confidence score clears a threshold, or skip fields a rep edited within the last 30 days.
Challenge
Orchestrating Multi-System Workflows Triggered by ZoomInfo Events
Acting on ZoomInfo signals like intent surges, job changes, or technographic updates across multiple downstream tools — CRM, sales engagement, advertising, and Slack — means coordinating API calls to several platforms in sequence, handling partial failures, and keeping state consistent across all of them.
How Tray.ai Can Help:
tray.ai handles complex fan-out scenarios natively, so a single ZoomInfo trigger can kick off parallel or sequential actions across Salesforce, Outreach, LinkedIn, and Slack in one workflow. Built-in error handling, conditional branching, and retry logic mean a failure in one downstream system won't corrupt everything else.
Challenge
Maintaining Compliance When Handling ZoomInfo Contact Data
ZoomInfo data includes personal contact information covered by GDPR, CCPA, and other privacy regulations. Syncing it across multiple systems without proper consent management, data residency controls, or audit trails creates real compliance risk.
How Tray.ai Can Help:
tray.ai workflows can check your consent management platform before syncing any ZoomInfo contact data to a destination system. You can set geographic filters to block data from flowing to non-compliant regions, attach audit log steps to every enrichment workflow, and build data minimization logic that only passes the specific fields each downstream tool actually needs.
Talk to our team to learn how to connect ZoomInfo with your stack
Find the tray.ai connector with one of the 700+ other connectors in the tray.ai connector library to integrate your stack.
Integrate ZoomInfo With Your Stack
The Tray.ai connector library can help you integrate ZoomInfo with the rest of your stack. See what Tray.ai can help you integrate ZoomInfo with.
+Salesforce & ZoomInfo
Learn how to integrate Salesforce and ZoomInfo together
+HubSpot & ZoomInfo
Learn how to integrate HubSpot and ZoomInfo together
+SalesLoft & ZoomInfo
Learn how to integrate SalesLoft and ZoomInfo together
+Marketo & ZoomInfo
Learn how to integrate Marketo and ZoomInfo together
+Outreach & ZoomInfo
Learn how to integrate Outreach and ZoomInfo together
+Zendesk Sell (formely Base) & ZoomInfo
Learn how to integrate Zendesk Sell (formely Base) and ZoomInfo together
Start using our pre-built ZoomInfo templates today
Start from scratch or use one of our pre-built ZoomInfo templates to quickly solve your most common use cases.
Template
New CRM Contact → ZoomInfo Enrich → Update CRM Record
Automatically enriches every new contact created in Salesforce or HubSpot with ZoomInfo data including verified email, direct dial, job title, and company firmographics, then writes the enriched fields back to the CRM record.
Steps:
- Trigger when a new contact or lead is created in Salesforce or HubSpot
- Query ZoomInfo Enrich API using the contact's email address or name and company
- Map returned ZoomInfo fields to the corresponding CRM fields
- Update the CRM record with enriched data, only overwriting blank or flagged fields
- Log enrichment status and timestamp to a custom CRM field for tracking
Connectors Used: ZoomInfo, Salesforce, HubSpot
Template
ZoomInfo Intent Alerts → Salesforce Account Update → Outreach Sequence Enrollment
Monitors ZoomInfo Intent data on a schedule and automatically updates matching Salesforce accounts with intent score and topic, then enrolls the primary contact in a targeted Outreach sequence.
Steps:
- Run scheduled query against ZoomInfo Intent API to pull accounts with high intent scores
- Match intent accounts to existing Salesforce Account records using ZoomInfo Company ID or domain
- Update Salesforce account with intent score, intent topics, and signal date
- Identify the primary contact or champion on the account in Salesforce
- Enroll the contact in the relevant intent-based sequence in Outreach if not already active
Connectors Used: ZoomInfo, Salesforce, Outreach
Template
ZoomInfo Job Change Alert → CRM Contact Update → Slack Notification
Polls ZoomInfo for job change events at target accounts and automatically creates or updates CRM contacts while alerting the account owner in Slack with full context about the change.
Steps:
- Run scheduled ZoomInfo query to fetch recent job change alerts for watched accounts
- Check if the changed contact already exists in Salesforce and create or update accordingly
- Tag the contact with the previous company and role for historical context
- Send a formatted Slack message to the account owner with the contact's new role, company, and LinkedIn URL
- Optionally enroll the contact in a re-engagement cadence if they match ICP criteria
Connectors Used: ZoomInfo, Salesforce, Slack
Template
ICP Account List from ZoomInfo → Marketo List Sync
Builds a fresh list of accounts and contacts matching your Ideal Customer Profile in ZoomInfo on a weekly basis and syncs them directly into a Marketo static list for campaign targeting, suppressing existing customers automatically.
Steps:
- Run a scheduled ZoomInfo search with ICP filters such as industry, employee count, and technology stack
- Fetch existing customer and active opportunity account domains from Salesforce for suppression
- Filter out suppressed accounts from ZoomInfo results
- Upsert remaining contacts into Marketo and add them to the target campaign list
- Log sync counts and any API errors to a Google Sheet or Slack channel for visibility
Connectors Used: ZoomInfo, Marketo, Salesforce
Template
Stale CRM Record Detection → ZoomInfo Re-Enrich → Bulk CRM Update
Identifies CRM contacts that haven't been enriched in over 90 days or are missing key fields, re-queries ZoomInfo for updated data, and applies bulk updates to keep the database current.
Steps:
- Query Salesforce for contacts where enrichment date is older than 90 days or key fields are blank
- Batch contacts and send enrichment requests to ZoomInfo API in bulk
- Compare returned ZoomInfo data against existing CRM values to detect meaningful changes
- Update only changed or missing fields in Salesforce to avoid unnecessary overwrites
- Write a summary report of enriched records, unchanged records, and API failures to Google Sheets
Connectors Used: ZoomInfo, Salesforce, Google Sheets
Template
New ZoomInfo WebSight Visitor → Salesforce Lead Create → SDR Alert
Captures anonymous company-level visitors from ZoomInfo WebSight, identifies the best matching contact using ZoomInfo's database, creates a lead in Salesforce, and immediately alerts the assigned SDR via Slack.
Steps:
- Receive ZoomInfo WebSight webhook payload when a new company visitor is identified
- Query ZoomInfo to find the best-fit contact at the visiting company based on ICP persona criteria
- Check Salesforce to confirm the contact does not already exist as an active lead or contact
- Create a new Salesforce lead with the contact details and annotate with the visited page and timestamp
- Send an SDR alert in Slack with the company name, contact details, and a direct link to the new Salesforce lead
Connectors Used: ZoomInfo, Salesforce, Slack