Short answer
A ZoomInfo integration enriches Salesforce or HubSpot contacts and accounts with firmographic and contact data and adds intent signals, helping sales and marketing teams target the right firms.
How the ZoomInfo integration works
ZoomInfo connects to both CRMs to enrich records, create new leads from searches and surface buying-intent topics. In financial services, firms often combine it with industry data providers for RIAs, asset managers or banks. Good results depend on deciding which source wins for each field and deduplicating before enrichment.
What syncs
- Company and contact enrichment
- New leads and contacts from searches
- Intent and technographic data
See the architecture diagram ↓
Integration options
- Native ZoomInfo apps for Salesforce and HubSpot
- Scheduled enrichment with field-level rules
- Data Hub or flows for normalization
What to plan for
- Field ownership between ZoomInfo and other data providers
- Duplicate creation
- Contract limits on records and credits
Frequently asked questions
Can ZoomInfo update existing records only?
Yes. Enrichment can be limited to existing records and specific fields.
Does ZoomInfo work with HubSpot and Salesforce at the same time?
It can, but enrich in one system and let the HubSpot–Salesforce connector sync the result, to avoid conflicts.