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How Zapier works
Zapier makes it easy to integrate Zoho CRM with ZoomInfo - no code necessary. See how you can get setup in minutes.
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.
- 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.
Try ItTriggerPolling - ModuleRequired
Try ItTriggerInstant- 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.
Try ItTriggerPolling - New User
Triggers when a new active user is added to your Zoho CRM account.
Try ItTriggerPolling
- 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.
Try ItTriggerPolling - 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.
Try ItTriggerPolling - ModuleRequired
Try ItTriggerInstant- ModuleRequired
Try ItTriggerInstant
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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.