<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=1333676407485327&amp;ev=PageView&amp;noscript=1">
Skip to content

Integration · Data enrichment

Salesforce + ZoomInfoManaged package

Integrate Salesforce and ZoomInfo.

Verified B2B data your whole team can act on

Integrating Salesforce and ZoomInfo connects a verified B2B data platform directly to your CRM to enrich Leads, Contacts, and Accounts with accurate contact details, firmographics, and intent signals automatically. Concept configures the ZoomInfo for Salesforce managed package, field mapping, deduplication, and enrichment jobs so your data stays current and trustworthy.

Salesforce gives you the system of record, but it depends on whatever data your team enters. That is the gap ZoomInfo fills, and the gap our Salesforce consulting team helps you close.

Let's make connections Browse all integrations

HubSpot and Salesforce Integration Implementation

Our team can implement, customize, and configure the HubSpot and Salesforce integration, to ensure you get the most out of both platforms.

Training and Onboarding

As an official partner of both platforms, we are well-poised to provide training and onboarding services designed to reinforce your business processes and the management of the integration.

Management & Administration

Whether just wrapping up a new implementation or if you have an existing integration up and running but are struggling with adoption, reporting, or implementing new features, Concept is here to help as an ongoing source of support.

Partner With Our Integrated Team

The HubSpot and Salesforce integration is a powerful tool, but working with a great team can help fit it to your needs and processes for that “just-right” feeling.

Use cases

How Concept uses ZoomInfo to enrich Salesforce data.

We deploy ZoomInfo across four core workflows: enriching records as they are created, refreshing existing records on a schedule, activating intent and firmographic data for targeting, and doing it all with deliberate field and deduplication rules. Here's how each works.

In addition to this knowledge and experience, we take pride in embedding ourselves in your team and designing bespoke solutions and processes. We work alongside our clients to create a platform that fits their business.

Real-Time Enrichment01

Enriching Records in Real Time

Using the ZoomInfo for Salesforce managed package, new records are appended with verified data the moment they enter your CRM, so reps act on complete records instead of researching by hand:

  • Instant Enrich: New Leads, Contacts, and Accounts are appended with verified titles, direct dials, emails, and company details on creation.
  • Managed identifiers: ZoomInfo Contact ID and Company ID fields uniquely match records between both systems, so enrichment stays accurate.
  • Field-level control: You decide whether ZoomInfo overwrites a value or only fills it when blank, protecting data you have invested in.
Scheduled Refresh02

Refreshing Existing Records on a Schedule

The data you enriched last quarter is already aging. We can configure recurring jobs to keep your database current without manual oversight:

  • Scheduled Enrich: Recurring jobs refresh titles, phone numbers, and firmographics so existing records stay accurate.
  • Targeted scope: Jobs run against all records, a specific list view, or records matching criteria, so credits are spent where they matter.

Going further

Activating and governing enriched data.

Enriched data is only useful when it drives action, and only trustworthy when it is controlled. Below is how we connect ZoomInfo signals to how your team sells, and the rules we set before any data moves.

Intent Data01

Activating Intent and Firmographic Data

Enriched data is only useful when it drives action. We connect ZoomInfo signals to how your team sells:

  • Intent and Scoops: Signals surface accounts researching topics relevant to your offering, routed through scoring and ownership rules.
  • Decay logic: Intent fields decay over time so reps prioritize accounts showing interest now, not months ago.
  • Firmographic targeting: Revenue, employee count, industry, hierarchy, and technographics flow onto Account records for sharper list building.
Data Governance02

Keeping Data Clean and Mapped Deliberately

Enrichment without controls creates more problems than it solves. We set the rules before any data moves:

  • Intentional field mapping: We map only the fields you use and define the source of truth for each one.
  • Deduplication first: Match and survivorship rules are configured before the first sync to prevent duplicate and conflicting records.
  • Scaled cleanup: For significant duplicate debt, we can layer in Cloudingo to clean and protect the database at scale.

ZoomInfo Enrichment vs. Salesforce Alone

Capability

Salesforce Native

ZoomInfo + Salesforce

Verified contact and company data

Manual entry

Continuous, verified enrichment

Real-time enrichment on record creation

No

Yes, with Instant Enrich

Scheduled refresh of existing records

No

Yes, at a cadence you set

Firmographics, technographics, hierarchy

Limited

Full, onto Account records

Intent signals and Scoops

No

Yes, wired into scoring and routing

Deduplication before sync

Basic

Rule-based, configured up front

Under the hood

What to know before you connect.

  • 01

    Keeping an eye on credit usage

    Even though we set up automation for ZoomInfo enrichment, we recommend having one person who oversees the account to make sure credit usage doesn’t go over.

  • 02

    Why work with Concept on your ZoomInfo integration?

    As a Salesforce consulting partner since 2002, we don’t just turn the tool on. We embed ourselves in your team to design field mapping, survivorship logic, and enrichment cadence around how your business actually uses data. We work alongside our clients to build an enrichment process that fits their operation, not a generic template, with a cost advantage over building and maintaining that logic in-house.

Questions

Frequently asked questions.

What is ZoomInfo?

ZoomInfo is a B2B data and intelligence platform that provides verified contact details, direct dials, firmographics, technographics, and intent signals. Integrated with Salesforce, it enriches CRM records, so sales and marketing teams work from accurate, current data.

How does the Salesforce and ZoomInfo integration work?

The integration uses the ZoomInfo for Salesforce managed package to append ZoomInfo data to Salesforce records. Instant Enrich updates records as they are created and Scheduled Enrich refreshes existing records on a recurring cadence you control.

What Salesforce objects can ZoomInfo enrich?

ZoomInfo enriches standard objects including Leads, Contacts, and Accounts. Enrichment can target all records of an object, a specific list view, or only records that match criteria you define.

Does ZoomInfo sync data both ways with Salesforce?

Yes. ZoomInfo enriches Salesforce records and can also pull CRM context back into the ZoomInfo platform to power search, scoring, and automation. Concept sets the source of truth for each field so neither system overwrites data you want to keep.

How do you prevent duplicate records when enriching Salesforce?

Deduplication and survivorship rules are set before the first sync. Enabling enrichment without dedup controls is the most common cause of duplicate records, so Concept configures match logic first and can add a tool like Cloudingo for larger cleanup efforts.

Do I need a developer to set up the ZoomInfo Salesforce integration?

Basic enrichment uses the managed package and does not require custom development. Advanced needs, such as high-volume bi-directional syncs or custom logic outside Salesforce, benefit from a Salesforce consulting partner. Concept handles setup at either level.

Connecting your tech stack.

Integrated systems are faster, more accurate, and give every team the same view of the customer. Curious about what systems we help connect?

View all integrations

Our Latest CRM Content 

Let's make connections

Bridge Salesforce, ZoomInfo, and the rest of your tech stack.

Tell us what you're connecting and where it's breaking. We'll map the cleanest path.

HubSpot Implementation

Our team can implement HubSpot across your entire organization. Our process customizes and configures the platform based on your unique needs to ensure you get the most out of your Hub.

hubspot-implementation-services-concept

Integrations 

Enhance your HubSpot by integrating other key systems and applications across your organization. Whether you’re planning to integrate a new app with your Hub, or an existing stack, we can help.

As a partner of both Salesforce and HubSpot, we are uniquely positioned to help you integrate these two powerhouse systems.
hs-and-sf

HubSpot Hubs Support

 

Marketing-Hub-icon sales-hub-icon service-hub-icon

Marketing Hub

Sales Hub

Service Hub
Drive revenue and streamline marketing efforts with tools that connect you to your audience effectively, all while optimizing investments with powerful analytics. Enhance productivity and customer connections with comprehensive sales tools, designed to scale with your organization’s growth. Build lasting customer relationships with a suite of service tools that streamline communication and enhance team productivity.

 

cms-hub-icon

 operations-hub-icon commerce-hub-icon

CMS Hub

Operations Hub

Commerce Hub
Empower your marketing and development teams with a CMS that offers flexibility, security, and personalized customer experiences. Maintain clean, curated customer data and automate business processes for a unified view of customer interactions, delivering seamless experiences. Streamline your commerce operations with robust tools for billing, subscriptions, and revenue collection, integrated seamlessly with your CRM.

 

Our Technology Partners

In addition to our HubSpot partnership, we also proudly partner and have experience integrating additional solution providers to help our clients reach their business needs.