ZoomInfo Integrations

ZoomInfo Engage, the most integrated sales engagement platform, is available to you and your customers or prospects. ZoomInfo Engage allows you to send emails immediately and not wait for their response. ZoomInfo Engage combines the best of B2B and contact data to provide you with the most effective communication tools for your customers.

A beautiful, mobile-responsive portal for partners that allows them to navigate through your channel programs, quickly find the content, campaigns, and programs they are eligible for. A complete set of do-it-yourself tools allows you to manage content, campaigns, and applications across different user groups, types, languages, regions, and territories. Use these user-friendly tools to create mobile-responsive content. Dynamically update, manage, and distribute content to your partners. Track and promote your channel programs. Create "Market-To" campaigns that are partner-facing. These can be used to reach new potential partners for recruitment efforts, or existing partners to inform them about new programs, events, or other portal offerings. To communicate with existing or new partners, use all campaign tactics (emails, events, microsites etc ).

As the race for lucrative deals becomes more fierce, proactive companies are increasingly looking to harness diverse data sources and intelligence, alongside advanced analytics and workflow management systems, to gain a competitive edge. By utilizing Syfter’s robust prebuilt connectors, firms can consolidate their preferred data sources into a single platform, while also collaborating with us to leverage our data science capabilities for training machine learning models that aid in identifying and monitoring target companies. By integrating all existing data subscriptions along with internal data into Syfter, organizations can craft the most comprehensive company profiles available. Furthermore, the Syfter technology suite is designed to automate a substantial portion of the tasks related to company discovery and monitoring, streamlining processes for analysts and researchers in private equity by merging data from various sources and employing machine learning models to generate insights aligned with the firm's unique investment strategies. Ultimately, this blend of innovation and automation not only enhances efficiency but also empowers firms to make more informed investment decisions.

Streamline data accessibility across various platforms and applications, enabling exploration, preparation, blending, analysis, and the provision of bot-generated insights whenever required. Design workflows in mere minutes to automate every phase of analytics, from initial data acquisition to the final presentation of insights, effectively eliminating shadow analytics. Foster collaboration among all stakeholders on a unified platform while ensuring auditability and governance of workflows. This comprehensive platform caters to supply chain, HR, sales, and marketing analytics, seamlessly integrating tools like Fivetran, Snowflake, DBT, Workday, Pendo, Marketo, and PowerBI. With a no-code approach, Savant empowers users to connect, transform, and analyze data using familiar functions found in Excel and SQL, all while making every step automatable. By minimizing the burden of manually handling data, you can redirect your focus toward insightful analysis and strategic decision-making, enhancing overall productivity.

Saile is dedicated to providing AI-driven sales solutions that aim to automate the processes of prospecting and engagement, ultimately boosting the efficiency of sales teams. The platform leverages cutting-edge artificial intelligence to pinpoint and connect with prospective clients, which simplifies the sales pipeline and allows teams to concentrate on finalizing sales. By taking over monotonous tasks, Saile enhances productivity and fosters revenue growth for organizations. This forward-thinking method of sales automation establishes Saile as a frontrunner in the sector, equipping businesses to navigate the changing digital sales environment. Furthermore, Saile's commitment to innovation ensures that its clients remain competitive in an ever-evolving market.

Implement the successful strategies from your top-performing representatives across the entire organization to enhance business development. Tailor the agents to align seamlessly with your team’s specific workflows for maximum efficiency. They will populate CRM fields, generate deals, and refresh information instantly according to established guidelines. Conduct in-depth research on companies and potential clients to improve your ability to target and assess leads effectively. Ensure that prospects receive timely follow-up communications while deal stages are updated automatically within the CRM. Craft and dispatch personalized outreach messages grounded in thorough research about companies and prospects. Leads are automatically assigned to the appropriate sales representatives based on various factors such as geography, timing, and product expertise. By automating CRM functions, you can establish a new pipeline aimed at closing more deals. Focus on engaging only with high-quality leads through meticulous research and an automated scoring system. Increase SDR productivity by automating customized follow-ups, while also handling meeting creation and rescheduling automatically, taking time zones into account. This approach guarantees prompt follow-ups with automated emails until a deal is finalized, ensuring no opportunity is overlooked. By integrating these practices, your sales process can become both more efficient and effective.

Obtain insights into data quality by generating reports on both standard and custom field usage. Have you ever dreamed of achieving that ideal, streamlined page layout? Unused fields in your Salesforce organization can lead to confusion, distort reports, and complicate essential administrative tasks. Field Trip provides the capability to evaluate the fields within any object, allowing you to swiftly see the percentage of records (or selected subsets) that have a particular field filled in. By running reports on your standard and custom fields in Salesforce, you can gain a clearer understanding of which fields are crucial for your organization. With an effortless installation process, a user-friendly interface, and exportable reports, Field Trip simplifies the analysis of your fields. After installation, you simply name your trip, choose an object (like Accounts), and optionally apply a filter for specific record subsets. Subsequently, you will receive a comprehensive report outlining the usage of each field or the absence of data. This tool not only enhances your reporting capabilities but also contributes to improved data management practices.

Introducing ZoomInfo Copilot, an innovative AI-powered tool designed to transform your sales process. It equips your teams with a significant advantage, enabling them to concentrate on the most promising accounts, increasing their selling time, and accelerating their success. Copilot consolidates top-notch data and insights while leveraging advanced AI technology to prioritize accounts and provide personalized recommendations that enhance decision-making and boost confidence in sales. By merging countless signals and data points, Copilot generates tailored account summaries that offer a richer understanding of customers. This tool performs essential research and analysis in mere seconds, delivering actionable insights that facilitate swift and impactful decisions. The effectiveness of AI is directly linked to the quality of data it utilizes. By integrating your information with our premium, validated, and privacy-compliant ZoomInfo data, Copilot establishes an unparalleled and trustworthy foundation that drives its dependable insights and results. With Copilot, sales teams can expect not only enhanced efficiency but also improved strategic approaches to their targets.

Salesforce Data Cloud serves as a real-time data platform aimed at consolidating and overseeing customer information from diverse sources within a business, facilitating a unified and thorough perspective of each client. This platform empowers organizations to gather, synchronize, and evaluate data in real time, thereby creating a complete 360-degree customer profile that can be utilized across various Salesforce applications, including Marketing Cloud, Sales Cloud, and Service Cloud. By merging data from both online and offline avenues, such as CRM data, transactional records, and external data sources, it fosters quicker and more personalized interactions with customers. Additionally, Salesforce Data Cloud is equipped with sophisticated AI tools and analytical features, enabling businesses to derive deeper insights into customer behavior and forecast future requirements. By centralizing and refining data for practical application, it enhances customer experiences, allows for targeted marketing efforts, and promotes effective, data-driven decisions throughout different departments. Ultimately, Salesforce Data Cloud not only streamlines data management but also plays a crucial role in helping organizations stay competitive in a rapidly evolving marketplace.

Achieve comprehensive insight into customer interactions, histories, and records from a single interface. Minimize the number of clicks and enhance efficiency through a consolidated view of customer information. Explore customer data in depth using sophisticated drill-down features. Utilize integrated AI to identify optimal opportunities and speed up the closure of deals. Receive tailored suggestions for the most effective actions to take in various sales scenarios. Concentrate on high-value prospects with predictive analytics that assess deal success probabilities. Emulate successful strategies by employing advanced forecasting techniques and time-sensitive analytics. Monitor sales performance with real-time metrics and reporting, eliminating the need for manual spreadsheets. Anticipate pipeline changes and quota success using dashboards designed for specific roles. Streamline and automate your sales workflows with user-friendly drag-and-drop features and built-in instructional guides. Employ Smart Guides to manage intricate sales tasks seamlessly. Collaborate easily by leveraging native integrations with external document management tools, ensuring a smooth process across platforms. This comprehensive approach not only enhances efficiency but also empowers sales teams to work more effectively and strategically.

Cargo enables the creation of AI-driven go-to-market workflows that enhance revenue generation by centralizing all GTM operations within a singular platform. It efficiently collects, enhances, evaluates, assigns, and directs leads while maintaining only the most valuable records in alignment with your CRM, significantly reducing outbound administrative tasks by fifty percent and allowing sales representatives to concentrate on selling. Additionally, it provides integrated storage for consolidating data from various sources such as CRM, product insights, marketing, and intent signals directly atop your data warehouse, ensuring that customer data is never stored locally. Users have the flexibility to define business entities, create segments without needing SQL knowledge, and construct workflows through intuitive integration connectors, as well as implement templates for various tasks including deduplication, data enrichment, lead scoring, account assignment, and waterfall enrichment. Cargo also holds SOC 2 certification for security, requires minimal permissions, autonomously backs up its app database, and guarantees that customer data remains under the user's control at all times. This comprehensive approach not only optimizes efficiency but also enhances user confidence in data handling practices.

Alta is an innovative platform that leverages data-driven AI to empower sales, marketing, and RevOps teams in automating, refining, and expanding their go-to-market strategies. Featuring a range of specialized AI agents—including Katie for outbound outreach, Alex for calls and lead qualification, and Luna for revenue operations and insights—Alta seamlessly connects with CRM, ERP, billing, and engagement tools. By analyzing over 50 data sources, it facilitates continuous pipeline development, outreach, qualification, and performance tracking around the clock. The platform excels at pinpointing high-intent prospects and customizing outreach across multiple channels, including email, LinkedIn, and phone calls, while also managing meeting scheduling and real-time system updates. Furthermore, Alta provides insightful dashboards and alerts that cover performance metrics, revenue loss, campaign ROI, and other strategic indicators. With compatibility across various CRMs like Salesforce and HubSpot, as well as billing platforms and team collaboration tools, it equips leadership with a consolidated view of revenue data, forecasts, and operational execution all from a single interface. This comprehensive integration fosters better decision-making and drives overall business growth.

Mustard streamlines tools and automates workflows, enabling busy agencies to concentrate on their core priorities. It integrates with nearly every recruitment platform and tool, allowing you to virtually automate your entire operational landscape. By leveraging Mustard, you can develop robust, tailored automation for recruitment tasks that are currently done manually. Whether your aim is to save time and money, empower your team to focus on essential activities, or introduce innovative recruitment strategies, Mustard is your solution. You can automate the processes of discovering, attracting, and engaging candidates from all corners of the internet. Moreover, it ensures that your calendar is automatically populated with hiring companies in your desired markets. Turn your recruitment technology visions into reality with custom web applications designed for your agency. Mustard serves as a data processor, granting you full ownership and control over your data while allowing easy access through your existing platforms and tools. With Mustard, agencies can elevate their recruitment game and adapt to the ever-changing landscape with ease.

ZoomInfo Chat, powered by ZoomInfo's business data, perfectly balances highly-targeted and human-first experiences to your most important visitors. ZoomInfo Chat can create highly customizable, AI-driven nurture experiences via chatbot that are easily scaleable for everyone else.

Are you looking to create a marketplace, an online learning platform, or a membership site? Discover a variety of tools, integrations, workflows, and comprehensive guides to kickstart your project. You can explore various applications, identify alternatives, compare features, and provide your feedback. If you're interested in automating repetitive tasks, access a centralized hub for integrations from platforms like Zapier, Integromat, Automateio, and more, allowing you to compare pricing and functionalities. Delve into resources such as guides and tutorials offered by both the community and vendors. Share your expertise and knowledge, and tap into the collaborative spirit of the nocode community. Establish your profile, select your preferred tools, and showcase your tech stack to connect with others. Engaging with this vibrant community can foster innovation and inspire creativity in your endeavors.

Monitor indicators that suggest buyer interest, like when potential customers engage with competitors or when your top users transition to different jobs. Simplify the process of identifying your total addressable market while uncovering fresh sales opportunities. Consolidate all sources of intent data to ensure a comprehensive view. Notify your team when prospect behaviors indicate a likelihood to buy. Utilizing intent data signals empowers you to tailor each outbound communication your team sends, all without requiring changes to their existing tools or workflows. Additionally, this strategic approach enhances your overall sales effectiveness by ensuring that messaging is more relevant and timely.