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ZoomInfo <> SFDC Integration Guide
ZoomInfo <> SFDC Integration Guide
Matthew Sanders avatar
Written by Matthew Sanders
Updated over a week ago

Swantide will

  • Install ZoomInfo

  • Create a custom field for us to sync ZoomInfo Email and ZoomInfo Direct Phone and ZoomInfo Mobile Phone

Mappings

Accounts

Contacts

IMPORTANT: ONLY INCLUDE LEAD SOURCE IF YOU GENERALLY HAVE LEAD SOURCE FILLED IN. IF NOT IT MAY OVERWRITE LEAD SOURCE

Leads

Export

You can adjust the bulk upload amount based on your preferences, but we like to keep it low for credit usage savings

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