ZoomInfo
Salesforce integration.
What ZoomInfo's Salesforce integration exports, imports and enriches, the Salesforce editions and permissions it needs, and its API limits.
Request an integration map →Download the spec sheet →The ZoomInfo Salesforce integration is ZoomInfo's own connection to Salesforce. Users export ZoomInfo companies and people into Salesforce as accounts, contacts or leads. ZoomInfo also imports Salesforce records to power its insights, and Enrich can update lead, contact and account records. ZoomInfo says it needs the Salesforce REST API, included with Enterprise, Developer, Performance and Unlimited Editions.
[ How it works ]
Does ZoomInfo work with Salesforce Professional Edition?
ZoomInfo says the Salesforce REST API is required. It is included with Force.com, Enterprise, Developer, Performance and Unlimited Editions; with another edition, such as Professional, you need to purchase REST API access.
[ The connector ]
Contact data from ZoomInfo. Clean records in Salesforce.
Techila Global Services is a Salesforce Summit partner. We help teams set up ZoomInfo's Salesforce integration: the service account and permissions, field mapping, duplicate checks, lead assignment and export limits.
We also plan how ZoomInfo data fits your existing Salesforce data model, so records stay clean as volumes grow.
What moves between ZoomInfo and Salesforce?
| Feature | Direction | What ZoomInfo's guides say |
|---|---|---|
| Export | ZoomInfo to Salesforce | Users export to accounts, contacts and leads; admins choose which objects and a maximum per export, up to 100,000 |
| Salesforce Import | Salesforce to ZoomInfo | On by default; reads objects such as Account, Contact, Lead, Opportunity, Event, Task and User, within the connected user's access |
| Instant Enrich | ZoomInfo to Salesforce | Appends ZoomInfo data to lead, contact and account records as they are created |
| Scheduled Enrich | ZoomInfo to Salesforce | Scheduled jobs for accounts, contacts or leads, with your own frequency and field mapping |
| Native App | Inside Salesforce | Inline ZoomInfo data on lead, contact and account pages, plus a ZoomInfo custom object; installed from AppExchange |
Which way does ZoomInfo data move?
- Export: accounts, contacts, leads (from ZoomInfo to Salesforce)
- Enrich: lead, contact, account fields (from ZoomInfo to Salesforce)
- Import: CRM records for insights (from Salesforce to ZoomInfo)
ZoomInfo says Enrich is a feature available for ZoomInfo Sales, and that both Enrich applications need the ZoomInfo for Salesforce Native Application installed first.
What does ZoomInfo need in Salesforce?
- REST API access. Included with Force.com, Enterprise, Developer, Performance and Unlimited Editions. Other editions, such as Professional, need to purchase it.
- A connection user. ZoomInfo's default and preferred option is a service account, and it recommends a Salesforce integration user. Users can instead connect with their own Salesforce credentials.
- Permissions including View Setup and Configuration, Run Reports, API access, read/write on Account, Contact and Lead, read/write on Campaign and Campaign Member, and read on Opportunity and User.
- A duplicate check choice. Standard ZoomInfo duplicate checking needs read/write on account, contact and lead fields; custom duplicate checking with Salesforce duplicate rules needs Author Apex.
- Bulk API access for large exports. Exports of 199 records or fewer use the REST API; 200 or more, up to 100,000, need Bulk API access.
What should you check before turning ZoomInfo exports on?
- User mapping. Map ZoomInfo users to Salesforce users so new records get the right owner.
- Lead assignment rules. ZoomInfo says exports of 200 or fewer leads activate your assignment rules for new records; exports of 201 or more do not.
- Export limits per object. Set a sensible maximum per export. Through the Native App, ZoomInfo says the export limit is 5,000, not 100,000, because it does not use the Bulk API.
- Field mapping and update rules. Decide which ZoomInfo fields map to which Salesforce fields, and whether exports may create, update or duplicate records.
Our Salesforce integration services cover this set-up end to end. To talk it through, book a discovery call.
[ Architecture ]
How does ZoomInfo data reach Salesforce?
How data moves between the two systems.
ZoomInfo
ZoomInfo integration
Salesforce
[ What's included ]
What does Techila set up for ZoomInfo and Salesforce?
What the integration work covers.
[ FAQ ]
Frequently asked questions.
What architects ask before commissioning a Techila integration.
ZoomInfo says the Salesforce REST API is required. It is included with Force.com, Enterprise, Developer, Performance and Unlimited Editions; other editions, such as Professional, need to purchase REST API access.
Admins set a maximum per object, up to 100,000. Exports of 200 records or more need Salesforce Bulk API access. Through the Native App, the limit is 5,000.
Yes. ZoomInfo's Salesforce Import is enabled by default and imports records and fields the connected user can access, such as accounts, contacts, leads, opportunities, events and tasks.
ZoomInfo Enrich, available for ZoomInfo Sales, does this. Instant Enrich appends data as lead, contact and account records are created, and Scheduled Enrich runs jobs on a cadence you choose.
For exports of 200 or fewer records as leads, ZoomInfo says assignment rules are activated for new records. For 201 or more, they are not.
Sources
Last reviewed:
- ZoomInfo Product Technical Documentation, Salesforce Integration Guide (read 10 November 2026)
- ZoomInfo Product Technical Documentation, Enrich for Salesforce Integration Guide (read 10 November 2026)
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