Access to the right knowledge at the right time can make all the difference when it comes to making sales.
That’s where B2B platforms like ZoomInfo can be invaluable resources. ZoomInfo is a bit like a “who's who” of the business world. Not only can it point you in the direction of the right decision makers at a company, but it also comes packed with verified contact information and lead insights.
Now imagine being able to back all that data with sales-boosting tools in the HubSpot sales CRM. Throughout this article, we’ll explain how to link the two with a ZoomInfo HubSpot integration.
Benefits of Integrating ZoomInfo with HubSpot
Whether you’re considering an upcoming HubSpot migration or integrating ZoomInfo into an established HubSpot account, there are plenty of benefits to using the two platforms in tandem. Here are some of the benefits you can expect with HubSpot and ZoomInfo integration.
Data Accuracy
There’s nothing worse than preparing the perfect sales pitch, only to discover that your prospect’s contact info is out of date. A HubSpot ZoomInfo integration can help cut out such frustrations once and for all. ZoomInfo will automatically update your HubSpot CRM with verified, up-to-date contact data.
Lead Generation
HubSpot’s automatic lead-scoring features can help point you in the direction of the most promising prospects on your radar. But a HubSpot and ZoomInfo integration can take things a step further by revealing which companies are actively searching for the type of solutions you have to offer.
Streamlined Workflows
Sometimes the most obvious benefits are also among the most useful. ZoomInfo integration with HubSpot cuts down on the back and forth needed to utilize the two platforms separately. With a ZoomInfo integration, you’ll have access to the platform’s most powerful features without ever having to leave your HubSpot dashboard.
Preparing for Integration
Much like HubSpot onboarding, your ZoomInfo integration will go a lot smoother if you lay a little groundwork. Here are a few things to consider before jumping in:
- Consider your goals. Remember all the custom configuration choices you made during your HubSpot sales set up? You’ll encounter similar options when getting your ZoomInfo integration up and running. It can be helpful to start out with a series of clear goals in mind, whether it be targeting higher quality leads or improving efficiency.
- Do a data cleanup. ZoomInfo has plenty to offer in the way of valuable information. Do a little spring-cleaning before unleashing it on your HubSpot platform by deleting duplicate contacts and correcting any pre-existing data errors.
- Map your fields. Before you launch your integration, make sure that your HubSpot fields are mapped out to include all the info you’d like to receive from ZoomInfo.
Setting Up the Integration
When you’re ready to get started, log into your HubSpot account and pull up the ZoomInfo integration in the HubSpot Marketplace. Once you click install, it’s largely a matter of following the on-screen instructions. Make sure you have your ZoomInfo API credentials handy, as you may need to enter them to get connected.
Configuring the Integration for Optimal Performance
While the HubSpot ZoomInfo integration is pretty straightforward on the surface, the integration step can be among the most time-consuming. During this step, you’ll be asked to customize the data fields you want to sync, set lead scoring rules, and configure automatic workflows.
Optimizing this step can look very different, depending on your goals and the level of data you want to integrate. For this reason, we’d suggest turning to HubSpot’s official ZoomInfo integration guide to discover the best solutions for your needs.
Leveraging ZoomInfo and HubSpot for Enhanced Lead Management
Once you’ve successfully integrated ZoomInfo with HubSpot, you’ll be ready to experience the fun of next level lead management firsthand. Here’s a look at some of the many possibilities worth exploring.
- Use ZoomInfo’s advanced insights to take your lead lists to the next level. You’ll be able to conduct searches based on the type of technology a company uses to a record of its recent purchases.
- Zone in on high-intent by revealing which companies have already researched your company or the solutions you offer.
- Set triggers to reveal major company updates.
- Use your newfound fount of information to explore endless personalization options.
- Boost lead scoring with access to a whole new sea of information.
- Automate lead-qualification workflows based on ZoomInfo criteria.
- Automatic ZoomInfo enrichments will keep you up to date on the latest info with no need for manual data entry.
While both HubSpot and ZoomInfo are valuable in their own right, combining the two can be a total game-changer. With this combination of tools and information, even cold calls will suddenly feel a whole lot warmer.
Best Practices for Data Management Post-Integration
Much like any tool, your HubSpot and ZoomInfo integration will require a little upkeep to stay its sharpest. Make sure you perform regular data audits to catch any duplicate contacts or other errors that may have slipped through the cracks.
It’s also a good idea to manually check your records against ZoomInfo from time to time, just to ensure that all updates are syncing properly. If you choose to use automated workflow optimizations, make sure to keep an eye on your performance indicators to ensure that everything is working as intended.
Last but not least, don’t forget to make sure that everyone on your sales team is up-to-date on how to best leverage your ZoomInfo HubSpot integration. The more time you put into educating your team on how to utilize the integration, the more likely you are to see your efforts reflected in your bottom line.
Conclusion
If you’re ready to fast-track your lead management efforts, then HubSpot and ZoomInfo integration may be the answer for you. ZoomInfo can bring the most up-to-date insights and industry information right into your HubSpot dashboard. Whether you want to build hyper-focused lead lists or enhance your outreach efforts with personalized insights, ZoomInfo and HubSpot hold the power to significantly boost sales growth. Contact HubSpot partner today for a free consultation to explore how this integration can transform your lead management and drive your sales growth. If you need more guidance, feel free to consult a HubSpot marketing partner.