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Zapier makes it easy to integrate Zoho CRM with ZoomInfo - no code necessary. See how you can get setup in minutes.

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Zoho CRM
Zoho CRM logo
Zoho CRM
1. Choose trigger event
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ZoomInfo
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ZoomInfo
2. Choose action
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1. Select the event
Setup
Test
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Zoho CRM
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Contact" from Zoho CRM.

Add your action

An action happens after the trigger—such as "Enrich Company" in ZoomInfo.

You’re connected!

Zapier seamlessly connects Zoho CRM and ZoomInfo, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Zoho CRM triggers, actions, and search
    New Contact

    Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    Trigger
    Polling
    Try It
    • Module
      Required
    Trigger
    Instant
    Try It
  • Zoho CRM triggers, actions, and search
    New or Updated Lead

    Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

    Trigger
    Polling
    Try It
  • Zoho CRM triggers, actions, and search
    New User

    Triggers when a new active user is added to your Zoho CRM account.

    Trigger
    Polling
    Try It
  • Zoho CRM triggers, actions, and search
    New Lead

    Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    Trigger
    Polling
    Try It
  • Zoho CRM triggers, actions, and search
    New or Updated Contact

    Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

    Trigger
    Polling
    Try It
    • Module
      Required
    Trigger
    Instant
    Try It
    • Module
      Required
    Trigger
    Instant
    Try It

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Connect Zoho CRM and ZoomInfo to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Learn how to automate Zoho CRM on the Zapier blog

Learn how to automate ZoomInfo on the Zapier blog

Make work flow with AI

Level up your Zoho CRM to ZoomInfo integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Zoho CRM + ZoomInfo integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Zoho CRM and ZoomInfo

How can I integrate Zoho CRM with ZoomInfo using your platform?

Integrating Zoho CRM with ZoomInfo through our platform involves setting up triggers and actions. You can start by selecting a trigger event in ZoomInfo, such as a new contact added, then define actions in Zoho CRM like creating or updating a contact. Our user-friendly interface guides you through mapping fields between both services to ensure seamless data flow.

What triggers and actions are supported for Zoho CRM and ZoomInfo integration?

Our platform supports various triggers and actions for the integration between Zoho CRM and ZoomInfo. Triggers can include new contacts or updates in ZoomInfo, while actions might involve creating or updating records in Zoho CRM. We continually work to expand these options to cover more use cases.

Can I update existing contacts in Zoho CRM when a contact is modified in ZoomInfo?

Yes, you can set up an integration where any modifications to a contact in ZoomInfo trigger an update action for that contact's record within Zoho CRM. You'll need to match the respective fields during the setup process on our platform.

Is it possible to automate the creation of leads in Zoho CRM from new contacts in ZoomInfo?

Absolutely. You can configure our system such that whenever a new contact is created in ZoomInfo, it triggers an action that automatically adds this information as a lead in Zoho CRM, ensuring no potential opportunity goes unnoticed.

Are custom fields supported when integrating between Zoho CRM and ZoomInfo?

Yes, during the integration setup, you'll have the capacity to map custom fields from both systems using our platform. This ensures that unique business-specific data is accurately synchronized across your tools.

What should I do if there's an error during data synchronization between the two platforms?

In case of errors during data synchronization between Zoho CRM and ZoomInfo, we recommend checking your field mappings first for any discrepancies. Our platform also offers detailed logs and alerts which can be crucial for troubleshooting issues effectively.

How often does data sync occur between Zoho CRM and ZoomInfo?

The frequency of data synchronization can be configured based on your requirements. It could be immediate, or set at specific intervals (e.g., hourly or daily), depending on what best suits your operational needs when using our system.

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About Zoho CRM
Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
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About ZoomInfo
ZoomInfo provides a cloud-based platform that aggregates and analyzes vast business data to deliver comprehensive intelligence on companies and decision-makers.
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