Experience the Game-Changing Power of ZoomInfo HubSpot Integration

Preparing for Integration

Much like HubSpot onboarding, your ZoomInfo integration will go a lot smoother if you lay a little groundwork. Here are a few things to consider before jumping in:

• Consider your goals. Remember all the custom configuration choices you made during your HubSpot sales set up? You’ll encounter similar options when getting your ZoomInfo integration up and running. It can be helpful to start out with a series of clear goals in mind, whether it be targeting higher quality leads or improving efficiency.
• Do a data cleanup. ZoomInfo has plenty to offer in the way of valuable information. Do a little spring-cleaning before unleashing it on your HubSpot platform by deleting duplicate contacts and correcting any pre-existing data errors.
• Map your fields. Before you launch your integration, make sure that your HubSpot fields are mapped out to include all the info you’d like to receive from ZoomInfo.

Setting Up the Integration

When you’re ready to get started, log into your HubSpot account and pull up the ZoomInfo integration in the HubSpot Marketplace. Once you click install, it’s largely a matter of following the on-screen instructions. Make sure you have your ZoomInfo API credentials handy, as you may need to enter them to get connected.

Configuring the Integration for Optimal Performance

While the HubSpot ZoomInfo integration is pretty straightforward on the surface, the integration step can be among the most time-consuming. During this step, you’ll be asked to customize the data fields you want to sync, set lead scoring rules, and configure automatic workflows.

Optimizing this step can look very different, depending on your goals and the level of data you want to integrate. For this reason, we’d suggest turning to HubSpot’s official ZoomInfo integration guide to discover the best solutions for your needs.

Leveraging ZoomInfo and HubSpot for Enhanced Lead Management

Once you’ve successfully integrated ZoomInfo with HubSpot, you’ll be ready to experience the fun of next level lead management firsthand. Here’s a look at some of the many possibilities worth exploring.

• Use ZoomInfo’s advanced insights to take your lead lists to the next level. You’ll be able to conduct searches based on the type of technology a company uses to a record of its recent purchases.
• Zone in on high-intent by revealing which companies have already researched your company or the solutions you offer.
• Set triggers to reveal major company updates.
• Use your newfound fount of information to explore endless personalization options.
• Boost lead scoring with access to a whole new sea of information.
• Automate lead-qualification workflows based on ZoomInfo criteria.
• Automatic ZoomInfo enrichments will keep you up to date on the latest info with no need for manual data entry.

While both HubSpot and ZoomInfo are valuable in their own right, combining the two can be a total game-changer. With this combination of tools and information, even cold calls will suddenly feel a whole lot warmer.