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Salesforce Integrations

Salesforce ZoomInfo Integration

Bring ZoomInfo company and contact data into Salesforce to enrich records, route leads and keep prospecting data current.
  • No obligation - response within 1 business day for your Salesforce ZoomInfo Integration
  • Trusted by senior FinServ decision-makers for Salesforce ZoomInfo Integration
  • 9+ years of CRM specialism for financial services and fintech - including your Salesforce ZoomInfo integration

TRUSTED BY LEADING FINANCIAL SERVICES BUSINESSES

  • MoneyCorp
  • Monavate
  • YouLend
  • Yaspa
  • Iwoca
  • Yonder
  • Caxton
  • AAB
  • MoneyCorp
  • Monavate
  • YouLend
  • Yaspa
  • Iwoca
  • Yonder
  • Caxton
  • AAB

Salesforce Integrations

Bringing powerful systems together

Salesforce ZoomInfo Integration

A ZoomInfo Salesforce integration brings company and contact intelligence into your CRM, so leads and accounts are enriched with firmographic detail, roles and contact information instead of being researched by hand. It supports routing, segmentation and prospecting straight from the record. For financial services and fintech teams, data quality, consent and sensible use of purchased data matter as much as coverage. Evara designs the field mapping, matching and refresh rules. See our platform integration services.

Why choose a Salesforce ZoomInfo integration?

  • Two-way sync you can trust

    Keep contacts, deals and activity aligned across Salesforce ZoomInfo in real time, with no duplicates.

  • Built by Salesforce specialists

    Your Salesforce ZoomInfo integration is scoped, built and QA'd by a Salesforce partner team - not a generic connector.

  • Financial-services-grade data handling

    Field mapping, dedup rules and compliance-aware data flows designed for regulated FinServ environments.

  • Support beyond go-live

    Ongoing optimisation and a named point of contact after your Salesforce ZoomInfo integration ships.

CRM adoption increase
Records cleaned and unified
Data accuracy and visibility
Systems deployed

Frequently asked questions

Common questions about your Salesforce ZoomInfo integration

ZoomInfo offers a Salesforce integration. Set-up typically means installing the connector, authorising it in your org and mapping ZoomInfo fields to Salesforce fields. Agree matching rules for existing leads, contacts and accounts, decide whether enrichment may overwrite values or only fill blanks, and test on a small segment first. Your licence and edition affect what is available. Evara can plan and configure this as part of our integration services.

Enrichment matches your records to ZoomInfo profiles, then writes selected fields back, such as industry, company size, job title or contact details, on a schedule or on demand. Net-new contacts can also be pushed in as leads. The choices that matter are which fields may be overwritten, how duplicates are prevented and how often data refreshes. Those rules belong in your CRM data architecture.

Yes, if matching and duplicate rules are set carelessly. New records can appear for people or companies you already hold under slightly different names. Use Salesforce matching and duplicate rules, standardise key fields such as email and domain, and review how the integration creates records. Regulated firms also need to respect consent and data protection obligations. Evara can add custom logic and validation where needed.

Keep exploring

Similar Salesforce Integrations

GET IN TOUCH

Start the Conversation.

Planning a new Salesforce ZoomInfo integration - or fixing one that never delivered? As a Salesforce partner for financial services and fintech, Evara helps regulated teams connect their systems securely and cleanly. No obligation, no hard sell - just a clear, honest conversation. Book a consultation and we'll map out the right path together.

Book a Consultation

No obligation. Response within 1 business day.