Connect and Integrate
Salesforce with ZoomInfo

Connect Salesforce to ZoomInfo and watch how much smoother your workflows can become with automation.

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Explore workflows

Easy Steps to Connect
Salesforce and ZoomInfo

Select a trigger in Salesforce

Choose an event in Salesforce like “Opportunity Closed Won,” to set off your automation.

Automate an Action in ZoomInfo

Connect your ZoomInfo account and select an action like “Take action in ZoomInfo” to make your work flow.

Customize the Workflow

Build your Salesforce - ZoomInfo automations the way you want with an easy-to-use workflow builder tools that suits your needs.

Connect Salesforce and ZoomInfo
to Automate these Workflows

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Generate Xero Bills from new Salesforce Records

Let Salesforce and Xero handle the details—you focus on the big picture!

Send SMS notifications via Twilio for new Salesforce Contacts

Let Salesforce + Twilio handle the hard work while you take it easy.

Add targeted Gmail emails to Salesforce campaigns

Focus on what matters. Salesforce + Gmail handle the rest!

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About Salesforce

Salesforce is a leading cloud-based customer relationship management (CRM) platform that helps businesses streamline sales, service, marketing, and commerce operations. It helps teams to manage customer interactions, automate workflows, and build custom apps on the Salesforce Lightning platform. With AI-powered tools like Salesforce Einstein, it is a popular CRM that supports data-driven decisions, making it ideal for businesses of all sizes.

About ZoomInfo

ZoomInfo is a B2B database and intelligence platform that provides sales and marketing professionals with complete business information. It helps users find contact details, track sales prospects, and gather insights through tools like SalesOS, MarketingOS, and TalentOS.