Overview

ZoomInfo is a leading B2B database that provides access to information about business people and companies, putting sales and marketing professionals in position to identify, connect, and engage with qualified prospects.

Authentication

The ZoomInfo connector authenticates using OAuth 2.0. By default, Tray.ai authenticates with its own ZoomInfo OAuth app, so you don't need to register an app in the ZoomInfo Developer Portal or enter a Client ID and Client Secret. You simply create the authentication, sign in to ZoomInfo, and allow access.

ZoomInfo supports two OAuth methods. Both work with Tray.ai's OAuth app:

  • OAuth 2 — the authorization code flow. A user signs in to ZoomInfo in a pop-up window and authorizes the connection, and the connector then acts on behalf of that user. Use this for interactive, user-based access.
  • OAuth 2 with client credentials — a server-to-server flow for automated, unattended integrations. There is no interactive login.

If you need or prefer to use your own ZoomInfo OAuth app, the OAuth 2 method also offers a Use own OAuth app option. See Using your own OAuth app below.


Creating the authentication in Tray.ai


Using your own OAuth app

If you want to authenticate with your own ZoomInfo OAuth app instead of Tray.ai's, select the OAuth 2 authentication method and click Use own OAuth app. You'll need a Client ID and Client Secret from an API app registered in the ZoomInfo Developer Portal.

Use own OAuth app is only supported with the OAuth 2 (authorization code) method. Create the authentication from a ZoomInfo connector step in the workflow builder.


Setting up your app in the ZoomInfo Developer Portal


Creating the authentication with your own app

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