HubSpot Zoominfo Integration: 5 Easy Steps

on CRMs, HubSpot, Tutorials • August 24th, 2021

HubSpot ZoomInfo Integration

Digital Marketing techniques have increased and improved manifold over the years. These techniques have made the work of Marketers easier and more efficient. One of the most popular platforms in the Marketing domain is HubSpot. It is an “all-in-one” Marketing Software that handles Inbound Marketing, Customer Relationships, and Sales, all at the same time.

ZoomInfo is a Cloud-based Go-to-market Intelligence Platform for B2B sales and marketing teams. It is used by salespeople, marketers, and recruiters to optimize their lead generation efforts and identify prospective new customers by giving them access to a large business contact database as well as various sales intelligence and prospecting tools.

Most business tasks require a joint effort rather than an individual effort. Synchronizing the Marketing and Database software can reduce the number of manual tasks and the work can happen effortlessly. The above task can be achieved using two tools, HubSpot and ZoomInfo, and connecting them – HubSpot ZoomInfo Integration.

In this article, you will gain information on the process of setting up HubSpot ZoomInfo Integration by leveraging easy steps. You will gain a holistic understanding of these 2 platforms in detail. Read along to find out how you can set up the HubSpot ZoomInfo Integration seamlessly.

Table of Contents

Introduction to HubSpot

HubSpot ZoomInfo Integration -HubSpot logo
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HubSpot is one of the most popular Cloud-based suites of applications that allow organizations to manage all customer-related activities. It offers a full stack of software (of the same name—HubSpot) that includes a CRM, a Marketing Hub, a Sales Hub, a CMS Hub, and a Service Hub. Businesses can utilize these tools for Sales, Marketing, and Services. These tools can also help organizations host their websites and landing pages, create email sequences and blogs, and manage customer and lead interactions.

Businesses may also use HubSpot to analyze the performance of their Marketing initiatives and track the behavior of their users. It allows you to store all your Leads and Marketing data in one integrated database which eases the view of all your contact interactions, scores Leads based on these interactions and prioritizes data for future Marketing activities.

HubSpot was built on the concept of “Inbound,” which holds that customers do not want to be interrupted by Marketers or bothered by Salesmen; instead, they want to be assisted. Today, the Inbound trend is empowering companies all over the world to stop disrupting, start assisting and refocus on the customer.

To have further information about the product and services offered by HubSpot, please have a look at the Official Documentation.

Key Features of HubSpot

The key features of HubSpot are as follows:

1) List Segmentation

This function permits excellent customization to who you’re marketing to, and consequently, what experience users who interact along with your business have. 

List segmentation enables HubSpot clients to create a one-of-a-kind list (lively and static) of contacts inside the database based totally on any criteria stored within the system. Active lists automatically add and cast off contacts primarily based on the criteria set. Static lists are contacts that meet a specific set of criteria at one particular factor in time. 

The brand new listing segmentation options in HubSpot can help you take your advertising and marketing customization to the next level.

2) Workflows

An outstanding automation tool, Workflows save each marketer time and electricity. HubSpot’s Marketing Hub has created an area to create effective Workflows for each internal and external duty. Creating and executing a Workflow in HubSpot is intuitive and efficient. Additionally, with Workflows being connected with email, CRM, and different advertising tasks, an enormous amount of time is saved.

3) Email

HubSpot’s Email feature includes simple operations with a Drag-and-drop layout system that allows marketers to create well-styled Emails without a developer to code. Email skills additionally encompass a place to insert personalization tokens, CTAs, photos, and hyperlinks.

4) Social Media Management

Social Media Marketing isn’t always going anywhere. Strategy is and has to be blanketed in all B2B and B2C Business Marketing plans. 

You can link your Facebook, LinkedIn, and Twitter accounts in one place to set a schedule and track the results of your postings. This is a crucial time-saving tool that eliminates hopping from platform to platform.

5) Reporting Dashboards

Dashboards can be edited for particular Date preferences, viewable to selected users, and include analytics. The reporting conducted in HubSpot’s Marketing Hub makes making facts-based choices a lot less tough.

Introduction to ZoomInfo

HubSpot ZoomInfo Integration - ZoomInfo logo
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ZoomInfo is a Cloud-based DaaS (Data as a Service) platform for B2B sales and marketing teams. The integrated Cloud-based platform offers sellers and marketers complete information to assist them in finding prospective new customers. ZoomInfo is used by salespeople, marketers, and recruiters to enhance their lead generation efforts by giving access to a large business contact database as well as many sales intelligence and prospecting tools. ZoomInfo’s data is updated in real-time anytime a company’s attributes change, such as recruiting new employees, upgrading technology, releasing new products, or introducing new locations.

ZoomInfo assures that its database and product portfolio are completely secure. ZoomInfo is devoted to creating safe and compliant go-to-market solutions for its customers as a security-first organization.

For further information about ZoomInfo, follow the Official Documentation.

Key Features of Zoominfo

The key features of ZoomInfo are as follows:

1) Automated Intelligence and Outreach

With this feature, users no longer need to contend with manual records updates. Instead, they can totally automate Contact and Business Enterprise searches.

2) Webform Optimizations 

ZoomInfo makes it simple for users to capture interaction records without the need for time-consuming Form Fields. All users need to know is the prospect’s E-mail address, and the rest of the documents are evaluated accordingly.

3) Website Visitor Tracking

Users can transform issues into action by using ZoomInfo’s WebSights Provider, which tracks all anonymous site visitors to landing pages or the website. Users should never pass over a visitor’s responses again.

4) Lead Enrichment

The Enrich feature prevents outdated and incomplete facts by automatically updating records with new additional facts. This process simplifies Database Management and Lead Management significantly.

5) Activity & Pipeline Management 

ZoomInfo’s InboxAI feature saves hours of manual work with the aid of quickly aligning the sales groups’ email inboxes directly to Salesforce. This data sync lets in entire get right of entry to the engagement of debts and sports. 

6) Enterprise API

Managers can customize workflows and facts presentations. ZoomInfo’s API allows searching, enriching, and appending present records, so users never run out of touch with discoveries. 

7) Account Targeting

The platform’s superior targeting abilities allow customers to reach out to key decision-makers. The account focused on watchlist permits Account Managers to have the right of entry to updated insights that help sell commercial enterprise growth. 

8) Campaign Optimization

This feature helps users understand their target market, decorate their records, and increase hyper-centered campaigns. It affords updated, accurate, and actionable CRM records to make specific, successful outreaches.

Advantages of ZoomInfo

The foremost advantages of ZoomInfo are its rich feature set, ease of use, and value for money. There are some additional advantages that are as follows:

1) Improve Sales Outcomes 

Every year, ZoomInfo helps to increase the likelihood of a sale by up to 30%. It is supported by DiscoverOrg, one of the leading data systems, allowing it to display data patterns for users to analyze in order to minimize data decay.

2) Find Hot Leads

By analyzing a prospect’s internal functioning, the Buyer Intent feature makes it simple to choose hot leads that are ready to be converted. It gathers this information based on research, hiring, mergers & acquisitions, funding announcements, and other factors.

3) Get Data On-demand

ZoomInfo’s ReachOut feature enables users to obtain data from a single source rather than through numerous channels. Whether through a website, social media, or corporate connections, users can access data from a database of over 20 million business professionals at any time and from any location.

4) Comply With GDPR and CCPA

The Compliance AI in the software assists in identifying unsubscribers from multiple email inboxes, and it searches contact information such as aliases, maiden names, and locations for duplication to avoid disputes.

5) Receive Hyper-Focused B2B Data 

Using 200+ ZoomInfo combinations to improve B2B prospecting makes it simpler to connect. Data quality filters remove unnecessary clutter, allowing users to stay focused.

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Requirements for Setting up HubSpot ZoomInfo Integration

For setting up HubSpot ZoomInfo Integration, there are some following requirements that should be fulfilled.

The requirements to set up HubSpot ZoomInfo Integration are as follows:

  • HubSpot Subscription. The Subscription can be of any plan of HubSpot.
  • HubSpot Account Permissions. ZoomInfo requires permission to access all the contacts including prospects and lists in the HubSpot account.
  • ZoomInfo Subscription.
  • For some optional steps such as exporting preferences and customize the mapping of the data transfer process, you need Admin access to your ZoomInfo account.

Steps to Set up HubSpot ZoomInfo Integration

The steps followed to set up HubSpot ZoomInfo Integration are as follows:

Step 1: Log in to ZoomInfo

  • Go to www.zoominfo.com/login. Then sign in to your ZoomInfo account.
  • Click on your name on the right and click on the “Settings” option from the drop-down menu.
HubSpot ZoomInfo Integration - Settings option
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Navigate to the “Integrations” tab at the left. Now, select the “Connect” button below the HubSpot tile.

HubSpot ZoomInfo Integration -Integrations window
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Step 3: Sign in to HubSpot

  • A new window will pop up, prompting you to sign in to your HubSpot account. Now, you can enter your HubSpot account credentials. (Make sure you have pop-up blockers disabled in your tab to see this window.)
  • After entering your credentials, you will receive a notification implying the successful connection of HubSpot and ZoomInfo. Now, you can automate data entry from HubSpot to ZoomInfo and explore the established HubSpot ZoomInfo Integration.
HubSpot ZoomInfo Integration - Successful Connection
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Step 4: Export your Preferences (Optional Step + Admin Access)

  • Within the Admin Portal, navigate to the “Integrations” tab and click on the “Manage” button below the HubSpot tile within the Admin Portal.
HubSpot ZoomInfo Integration - Manage HubSpot
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  • Now, in the “General” tab, pick each item type you want users to export to HubSpot.
HubSpot ZoomInfo Integration - - Export Preferences
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  • Click on the “Save” button to apply the changes.

Step 5: Custom Map the Data Transfer Process (Optional Step + Admin Access)

  • Within the Admin Portal, navigate to the “Integrations” tab and click on the “Manage” button underneath the HubSpot tile.
HubSpot ZoomInfo Integration - Manage HubSpot
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  • Go to the “Mapping” tab. Companies and Contacts must be mapped individually, and that they can be found without delay below the “Mapping” tab.
HubSpot ZoomInfo Integration -Mapping
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  • The ZoomInfo fields can be found on the left with your external fields listed on the right side. For each field, you can specify whether ZoomInfo data overwrites your existing data or only fills in when the facts are absent under the Update Option column.
HubSpot ZoomInfo Integration - Update option
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  • You can delete any non-required fields by clicking the “Trash icon” to the right within that field’s row or add new fields by clicking on the “Add Row” button at the bottom of the page.
HubSpot ZoomInfo Integration - Add Row
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  • After finishing the mapping of the fields, make sure to click on the “Verify and Save” button at the bottom of the mapping page for every object.
  1. If the mappings are successfully configured, you will get a success notification at the bottom of the page.
  2. If the mappings are not correctly configured, you will receive an error message notifying you of which field needs to be changed. Go to the Property Settings page in HubSpot to check your field types.

To have further information about HubSpot ZoomInfo Integration, follow the Official Documentation.

Benefits of HubSpot ZoomInfo Integration

HubSpot ZoomInfo Integration allows for the following to be achieved:

  • Infuse technographic data, revenue, location, company attributes, and more data points into new and existing records.
  • Maintain a consistent environment by standardizing the information flowing into HubSpot.
  • Decrease time to action with better lead scoring and faster lead routing.
  • Access a reporting dashboard to monitor database health.

Conclusion

In this article, you have learned about the steps involved in setting up HubSpot ZoomInfo Integration. This article also provides information about Hubspot, ZoomInfo, their key features, and the requirements & benefits of setting up HubSpot ZoomInfo Integration.

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