Article
How to integrate ZoomInfo with Slack, Hubspot, and Salesforce
HC
Chrissy DiBrigida
·
Aug 9, 2023
If you want to use ZoomInfo effectively, learn how to integrate with Salesforce and other tools so that you can automate workflows from your lists.
It's worth noting that all of ZoomInfo's integrations are accessible in the Admin Portal.
If you do not see the Admin Portal when clicking on the 9 dot box in the top-right-hand corner of your webpage, that you may not have the right permissions, and may need to contact your administrator.
How to Integrate Salesforce with ZoomInfo
1. Click on the 9-dot box in the top-right-hand corner of your screen.
2. Click on "Admin Portal"
3. Click on "Integrations" in the left-hand menu.
4. Search "Salesforce"
5. Click "Connect"
6. Select your Salesforce environment
7. As a heads up - you will need the right Salesforce permissions to complete your integration.
How to Integrate Slack with ZoomInfo
1. Click on the 9-dot box in the top-right-hand corner of your screen.
2. Click on "Admin Portal"
3. Click on "Integrations" in the left-hand menu.
4. Search "Slack"
5. Click "Connect"
6. Agree to Slack and ZoomInfo's data terms
7. As a heads up - you will need the right Slack permissions to complete your integration.
How to Integrate Hubspot with ZoomInfo
1. Click on the 9-dot box in the top-right-hand corner of your screen.
2. Click on "Admin Portal"
3. Click on "Integrations" in the left-hand menu.
4. Search "Hubspot"
5. Click "Connect"
6. Agree to Hubspot's "Benefits & Disclosures"
7. As a heads up - you will need the right Hubspot permissions to complete your integration.
Here are some other ZoomInfo resources that might be helpful
- How to use ZoomInfo to create a lead list of a market
- How to manage users, licenses, and credit limits in ZoomInfo
- How to effectively manage your ZoomInfo SalesOS feed