Can data move both ways between Salesforce and ZoomInfo?

Workflows run from Salesforce to ZoomInfo. ZoomInfo has no triggers, but a workflow can update ZoomInfo on a schedule.

Can an AI agent act in ZoomInfo when something happens in Salesforce, with my approval?

Yes. Add ZoomInfo actions to an agent's tools and require approval before the steps you choose. Every action is recorded in the Event Logs.

What if the step I need isn't listed?

Call the ZoomInfo API from any REST API step. On the Enterprise plan, talk to us about adding it.

Salesforce + ZoomInfo integration

Connect Salesforce and ZoomInfo

Run Salesforce and ZoomInfo together as workflows, AI workflows or AI agents, with approvals where you need them.

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Or build your own Salesforce + ZoomInfo workflow

Does Konnectify connect Salesforce and ZoomInfo?

Yes.Konnectify connects Salesforce and ZoomInfo. Teams use it to fill in firmographics on new accounts and to research new leads before the first call. Workflows start from Salesforce events like New Lead and use ZoomInfo steps like Enrich Company.

Fill in firmographics on new accounts
Research a new lead before the first call
Flag buying signals on new opportunities
Build your own Salesforce + ZoomInfo workflow

What teams do with Salesforce and ZoomInfo

WorkflowNo approval
Fill in firmographics on new accounts
1. Salesforce New Account
2. ZoomInfo Enrich Company
3. Salesforce Update Account
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AI workflowNo approval
Research a new lead before the first call
1. Salesforce New Lead
2. ZoomInfo Enrich Contact
3. AI stepsummarise role, seniority and company
4. Salesforce Create Task for the owner
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WorkflowNo approval
Flag buying signals on new opportunities
1. Salesforce New Opportunity
2. ZoomInfo Get Company Insights
3. Salesforce Create Taskfunding, leadership changes
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WorkflowNo approval
Suggest more contacts at a new account
1. Salesforce New Account
2. ZoomInfo Get Contact Recommendations
3. Salesforce Create Task
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What Salesforce and ZoomInfo can do for each other

Salesforce → ZoomInfo

32 Salesforce triggers can start actions in ZoomInfo.

Salesforce triggers, for example

New Dated Conversion Rate
Updated Dated Conversion Rate
Record Created In Custom Module

ZoomInfo actions, for example

Search Contacts
Search Companies
Search Intent

ZoomInfo → Salesforce

ZoomInfo has no triggers, so workflows run from Salesforce to ZoomInfo. You can still start a ZoomInfo workflow on a schedule.

Build your own Salesforce + ZoomInfo workflow

Pick a trigger in Salesforce and an action in ZoomInfo. Konnectify opens with both already set.

When this happens inSalesforce

Do this inZoomInfo

Start free with this workflow

Konnectify opens with this trigger and action already set. Add steps, AI or approvals there.

FAQ

Got questions?

If you can't find what you're looking for, talk to our team.

Yes. Konnectify connects Salesforce (32 triggers, 60 actions) and ZoomInfo (0 triggers, 19 actions) in workflows, AI workflows and AI agents.