ZoomInfo

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. You register an API app in the ZoomInfo Developer Portal to obtain a Client ID and Client Secret, then enter these when creating your authentication in Tray.ai.

ZoomInfo supports two OAuth methods. Choose the one that matches your integration before you begin, as it determines how you configure the app in the Developer Portal:

• OAuth 2 (Authorization Code) — a user-specific flow. An administrator logs in and authorizes the connection, and the connector then acts on behalf of that authorizing user. Use this for interactive, user-based access and for partner applications used by shared customers.
• OAuth 2 with client credentials — a server-to-server flow for automated, unattended integrations. There is no interactive login; the connector authenticates directly with the Client ID and Client Secret and runs as a single delegated ZoomInfo user.

Setting up your app in the ZoomInfo Developer Portal

Both methods start by creating an API app in the ZoomInfo Developer Portal. Follow the steps for the method you chose above.

OAuth 2 (Authorization Code) setup

OAuth 2 with client credentials setup

Creating the authentication in Tray.ai

With your Client ID and Client Secret ready, create the authentication in the workflow builder.