Enhance Your CRM with Winfomi: A Comprehensive Guide to Integrating ZoomInfo with Salesforce

Before integrating, ensure you have:

• A Salesforce Sales Cloud account.
• A ZoomInfo account with the necessary permissions to access and integrate data with Salesforce.

• Log into Salesforce: Access your Salesforce account.
• Access AppExchange: Navigate to the App Launcher, click on 'View All,' and select 'Visit AppExchange.'
• Find ZoomInfo App: In AppExchange, type "ZoomInfo" in the search bar and select the ZoomInfo app.
• Install the App: Click the "Get It Now" button. Choose to install it in your sandbox or production environment. Follow the on-screen instructions to complete the installation.
• Authenticate ZoomInfo: After installation, log into your ZoomInfo account. Navigate to the 'Tools and Integration' tab, locate the Salesforce option, and click 'Connect.' Choose your environment (Sandbox or Production) and log in with your Salesforce credentials to establish the connection.

To provide users with inline access to ZoomInfo data when viewing leads, contacts, and accounts, you can integrate ZoomInfo data using one of the following methods:

• Lightning Experience: Add ZoomInfo Lightning Components or Visualforce pages to your Salesforce Lightning Record Pages.
• Classic Mode: Integrate ZoomInfo Visualforce Objects into your Salesforce Page Layouts.

• Access Lead Object: Navigate to the Lead object or click on the Lead tab.
• Edit Page: Open any record from the Lead object, go to setup, and click on 'Edit Page.'
• Add ZoomInfo Component: In the Lightning App Builder, search for 'ZoomInfo' in the components pane and drag the ZoomInfo component onto your desired location on the page layout.
• Enter Credentials: Enter your ZoomInfo credentials within the component to enable data display.

• Navigate to ZoomInfo Login: Access the 'ZoomInfo Login' page.
• Log into ZoomInfo: Use your ZoomInfo account credentials.
• Access Integrations: Go to the 'Tools and Integration' tab.
• Connect to Salesforce: Locate the Salesforce option and click 'Connect.' Choose your environment (Sandbox or Production) and log in with your Salesforce credentials.

• Advanced Search: After logging into ZoomInfo, go to the 'Advanced Search' tab.
• Search for Leads: Enter the company name or criteria to generate leads.
• Select Leads: Choose the desired leads and click on the 'Export' dropdown button.
• Export to Salesforce: Click on the Salesforce icon and select either 'Lead' or 'Contact' to export the selected names to Salesforce accordingly.

• Enhanced Data Quality: ZoomInfo enriches Salesforce with accurate B2B contact and company information, ensuring your database is up-to-date and reliable for effective sales and marketing activities.
• Streamlined Lead Generation: Access ZoomInfo’s extensive database directly within Salesforce to quickly identify and qualify new leads based on specific criteria, accelerating your lead generation process.
• Improved Sales Efficiency: Sales teams can leverage enriched prospect profiles and firmographic data from ZoomInfo within Salesforce, enabling personalized and targeted outreach that drives higher conversion rates.
• Real-Time Updates and Alerts: Stay informed with real-time data updates on key contacts and target accounts, ensuring your Salesforce records are always current and actionable.
• Seamless Workflow Integration: Integrate ZoomInfo seamlessly into your existing Salesforce workflows, enabling sales and marketing teams to access powerful prospecting tools without switching between platforms, thereby boosting productivity.
• Data-Driven Insights: Combine ZoomInfo’s data enrichment capabilities with Salesforce’s reporting and analytics tools to gain deeper insights into market trends, customer behavior, and campaign performance, facilitating data