ZoomInfo + Pipeline CRM Integration
ZoomInfo’s B2B data lands on your Pipeline CRM records. Automatically.
This integration brings ZoomInfo contact and company data into Pipeline CRM one way, on a schedule set during onboarding: direct dials, verified emails, job titles, and company firmographics land on your CRM records without a rep ever opening the ZoomInfo portal. Our team builds and runs the connection for you as a custom Pipeline Connect build. No CSV exports. No copy-paste. No manual data entry.
✓ No credit card required ✓ Live in 5 business days ✓ Cancel anytime
What lands in Pipeline CRM
Direct dial, verified email, and job title from ZoomInfo, filled in on the person record.
Industry, employee count, revenue, and website on the company record, ready for segmentation.
Existing people and companies are matched and updated, so enrichment never clutters your CRM.
At a Glance
The ZoomInfo integration for Pipeline CRM brings verified contact and company data from ZoomInfo into your CRM automatically, one way and on a schedule set during onboarding. Direct dials, verified emails, and job titles land on your person records; industry, employee count, revenue, and website land on your company records. Existing records are matched and updated, not duplicated, so enrichment improves your database instead of cluttering it. This is a custom build under Pipeline Connect, our managed integration add-on: our team designs the field mapping around how your team works, builds the connection with ZoomInfo’s API, and runs it for you from $99/month. One thing to know up front: it requires a ZoomInfo contract that includes API access, an enterprise add-on most plans don’t carry, and we confirm that entitlement with you on a short scoping call before you commit. Built for B2B sales teams doing outbound from Pipeline CRM who are tired of researching and re-typing every account by hand.
Five manual steps per account, or none
The clearest way to see what a managed integration is worth: the research grind it deletes, next to what it makes automatic.
Doing it by hand
Every account, every time
- Look the contact up in the ZoomInfo portal
- Copy the direct dial, email, and title, one field at a time
- Paste each into Pipeline CRM and hope nothing gets mistyped
- Repeat for the company: industry, employee count, revenue
- Do it all again when the record goes stale
~10 minutes per account · typos · stale fields
With Pipeline Connect
You do nothing. It’s already done
- Contact details filled in on the person record automatically
- Direct dials and verified emails, without the copy-paste
- Firmographics on the company record, ready for filters and reports
- Existing records matched and updated, never duplicated
- Connection monitored and maintained for you
No re-typing · no typos · refreshed on your schedule
Three steps to your first enriched record
Connect
We confirm your ZoomInfo API entitlement on a short scoping call, then you share API credentials from your ZoomInfo admin portal through a secure signup form. Our team handles the connection.
Map
ZoomInfo contact and company fields are mapped to your Pipeline CRM people, companies, and custom fields, around the way your team already works. Custom mappings on request.
Run
Enrichment runs one way, from ZoomInfo into Pipeline CRM, on a schedule set during onboarding. Live in 5 business days from signup.
What you’ll need to get started
One prerequisite matters more than the rest, so it comes first. Here’s how the responsibility splits between you and the Pipeline CRM team during onboarding.
You provide
- A ZoomInfo contract that includes API access, an enterprise add-on most plans don’t carry. Confirm with your ZoomInfo rep, and we’ll verify the entitlement together on a short scoping call before you commit to anything
- API credentials from your ZoomInfo admin portal (a Client ID and private key) so we can authorize the connection
- Your enrichment rules: which people and companies to enrich, which fields matter to your team, and how often the runs should happen
- ~15 minutes to submit credentials through the secure signup form
We handle
- The custom build: ZoomInfo contact and company fields mapped to your Pipeline CRM people, companies, and custom fields
- The API connection, authenticated with the credentials from your ZoomInfo admin portal and stored with industry-standard secrets management
- Deduplication rules so existing records are updated instead of duplicated
- End-to-end testing with a sample batch of records before we flip the integration on
- Ongoing monitoring and maintenance, with fixes if ZoomInfo changes anything on their side
Add the account. The research is already done
Data moves one way: from ZoomInfo into Pipeline CRM. Your CRM data is never written back to ZoomInfo, and nothing changes in your ZoomInfo account.
Action
A contact or company needs data
That’s it. No portal to search, nothing to copy over.
Here is exactly what moves, field by field. Because this is a custom build, the mapping below is the standard starting point: the Pipeline CRM team tailors it to your fields and enrichment rules during your 5-business-day onboarding, and runs it on the schedule you set.
| ZoomInfo field | Maps to in Pipeline CRM | Notes |
|---|---|---|
| contact.firstName + lastName | Person: First Name + Last Name | From ZoomInfo contact enrich. Existing people are matched, not duplicated. |
| contact.email | Person: Email | Dedup key for people. ZoomInfo’s validated email address. |
| contact.directPhoneNumber | Person: Phone | ZoomInfo’s direct dial when available; a huge upgrade over switchboard numbers |
| contact.jobTitle | Person: Title | Current title as ZoomInfo has it, so reps know who they’re talking to |
| company.name | Company: Name | Company is created, or matched on name and website domain and updated |
| company.website | Company: Website | Part of the company match key |
| company.primaryIndustry | Company: Industry (custom field) | ZoomInfo’s industry classification, for segmentation and territory rules |
| company.employeeCount | Company: Employee Count (custom field) | Headcount for sizing and ICP filters |
| company.revenue | Company: Annual Revenue (custom field) | ZoomInfo’s modeled annual revenue figure |
Who runs ZoomInfo data into Pipeline CRM
Scenario 1: Outbound team researching every account by hand
The situation: A 20-person sales team at an industrial equipment distributor runs outbound from Pipeline CRM and pays for ZoomInfo. Reps start each day with a research block: look up every new account in the ZoomInfo portal, copy the direct dial, email, and title, and paste each field into the CRM. It eats the first 30 to 45 minutes of selling time, and half the records still end up with a switchboard number.
With Pipeline Connect: The enrichment run fills those fields before the rep opens the record. Direct dials, verified emails, and titles are already on the person, so the morning research block becomes a calling block.
Verdict: If your reps spend the start of every day copying ZoomInfo data into the CRM, Pipeline Connect deletes that block for $99/month, and the custom build is included.
Scenario 2: Segmentation built on blank fields
The situation: A 45-person team at a freight software company assigns territories and campaigns by industry and employee count. Those fields exist in Pipeline CRM but are blank on most records or years out of date, so every list pull starts with an ops person spot-checking companies in ZoomInfo and fixing fields by hand before anyone can trust the segments.
With Pipeline Connect: Industry, employee count, and revenue land on every company record on a schedule set during onboarding. Filters, territory rules, and reports run on populated fields instead of guesswork, and the ops team stops doing pre-flight data cleanup for every campaign.
Verdict: If your segments only work after someone fixes the data, Pipeline Connect keeps the firmographic fields filled so lists are usable the moment you pull them.
Scenario 3: Replacing the monthly CSV export ritual
The situation: A 12-person business development team at a commercial insurance brokerage moves ZoomInfo data into Pipeline CRM the manual way: export a CSV from ZoomInfo each month, rework the columns to match the CRM import template, upload, then spend an afternoon merging the duplicate people and companies the import created.
With Pipeline Connect: There is no export cycle. Data flows from the ZoomInfo API into Pipeline CRM on schedule, mapped to the right fields, with deduplication rules built in, so existing records are updated instead of cloned.
Verdict: If your ZoomInfo-to-CRM process is a spreadsheet ritual plus a dedup cleanup, Pipeline Connect replaces both with a managed connection for $99/month.
Your reps open a record that already has the direct dial, title, and firmographics on it, and get straight to selling.
Two plans. Flat monthly fee. No setup costs.
ZoomInfo is part of Pipeline Connect, our managed integration add-on for Pipeline CRM. It’s a custom build, and custom integrations are included in both plans: our team builds, hosts, and maintains the connection so you don’t have to. Both plans include $0 setup, monitoring and ongoing maintenance, and US-based live chat support. ZoomInfo counts as one of the integrations in your plan.
Pipeline Connect
Up to 5 integrations included. ZoomInfo counts as one.
- Up to 5 integrations (any type)
- Custom integrations included
- $0 setup fee
- Live in 5 business days
- Monitored and maintained for you
- US-based live chat support
- Cancel anytime, no contracts
Pipeline Connect Pro
Up to 15 integrations. Priority handling for larger stacks.
- Up to 15 integrations (any type)
- Custom integrations included
- $0 setup fee
- Live in 5 business days (priority handling)
- Monitored and maintained for you
- US-based live chat support
- Cancel anytime, no contracts
Pipeline CRM subscription required (starts at $25/user/month, billed annually). Pipeline Connect does not include the cost of your ZoomInfo subscription or its API entitlement; you bring your own ZoomInfo contract and credentials. Prices in USD.
Want the full Pipeline Connect overview? See pricing details, the complete list of available integrations, and the integration FAQ on the Pipeline Connect page →
Frequently asked questions
Can’t find what you need? Contact our team.
How does the ZoomInfo integration with Pipeline CRM work?
The integration is a custom build by the Pipeline CRM team that connects to ZoomInfo’s API and brings contact and company data into Pipeline CRM one way, on a schedule set during onboarding. Verified contact details (direct dial, email, job title) land on your person records, and firmographics (industry, employee count, revenue, website) land on your company records. Existing people are matched on email and companies on name and website domain, so records are updated rather than duplicated. Nothing is written back to ZoomInfo. You authorize the connection with API credentials from your ZoomInfo admin portal, and our team builds, runs, and maintains the integration as part of Pipeline Connect.
Is ZoomInfo a CRM?
No. ZoomInfo is a B2B contact and company data platform, not a CRM. It supplies verified information about companies and the people who work there (direct dials, emails, titles, firmographics), but it doesn’t manage your deals, pipeline, or customer relationships. That’s exactly why it pairs with a CRM: ZoomInfo tells you who to talk to, and your CRM tracks every deal and conversation that follows. This integration is how the two work together for Pipeline CRM customers: a custom build by the Pipeline CRM team that brings ZoomInfo’s data into your Pipeline CRM records automatically.
What if my ZoomInfo plan doesn’t include API access?
Then this integration can’t run yet, and we’ll tell you that honestly before you spend anything. ZoomInfo gates its API behind an enterprise add-on that most plans don’t carry, and only ZoomInfo can grant that entitlement; we can’t work around their gate. That’s why every ZoomInfo build starts with a short scoping call where we confirm the entitlement with you (your ZoomInfo rep can tell you whether your contract includes API access). If it turns out your plan doesn’t include it, we can scope alternatives that don’t depend on ZoomInfo’s API, such as our managed Apollo.io prospecting workflow, which delivers new leads into Pipeline CRM daily.
Does ZoomInfo have a native connector for Pipeline CRM?
No. ZoomInfo ships off-the-shelf connectors for a handful of large platforms, and Pipeline CRM is not on that list. If you’re comparing how ZoomInfo works with different CRMs, the pattern is the same across the board: a few big-name platforms get packaged connectors, and every other CRM (Pipeline CRM, Pipedrive, and most of the mid-market) connects through ZoomInfo’s API. Pipeline Connect is that API path, built and run for you: the Pipeline CRM team designs the field mapping, operates the connection, and maintains it, so you get the outcome of a packaged connector without building or babysitting anything yourself.
Which direction does the data flow?
One way: from ZoomInfo into Pipeline CRM. The integration reads contact and company data from ZoomInfo and writes it to your Pipeline CRM person and company records. Your CRM data is never written back to ZoomInfo, and nothing changes in your ZoomInfo account. Runs happen on a schedule set during onboarding, so you decide how often your records are refreshed.
How long does setup take?
Pipeline Connect goes live in 5 business days from the moment you submit your ZoomInfo API credentials through the secure signup form. Before that clock starts, we hold a short scoping call to confirm your ZoomInfo API entitlement and agree on your enrichment rules: which records to enrich, which fields to map, and how often runs should happen. Our team then builds the field mapping, configures deduplication, tests end to end with a sample batch of records, and flips the integration on.
Can I choose which records get enriched and how often?
Yes. Because this is a custom build, the enrichment rules are scoped to your team during onboarding. You can enrich new records as they’re added, refresh existing records on a recurring schedule, or limit enrichment to specific segments, such as companies in your target industries or deals above a value threshold. The run schedule is set during onboarding and can be adjusted later by contacting support through Pipeline CRM live chat.