Quick summary
The ZoomInfo Salesforce integration is installed directly from the Salesforce AppExchange, allowing sales teams to enrich CRM records with ZoomInfo contact and company data. This step-by-step process covers everything from finding the ZoomInfo listing to completing the package installation in your Salesforce sandbox or production environment.
Steps
- Go to Salesforce AppExchange and search for ZoomInfo.
- Click the Try It Free button on the ZoomInfo listing page.
- Select Try in your sandbox to install in a safe test environment.
- Verify your account information is correct and click Continue to Installation.
- Click Log In & Install to proceed to your Salesforce account.
- Click Use Custom Domain to enter your Salesforce domain.
- Enter your custom domain name and click Continue.
- Log in with your Salesforce account credentials.
- Select who you are installing the app for and click Install.
- Grant Third Party Access and click Continue.
- Once installation completes, click Done.
- Access your installed app under Settings > Advanced Setup > Installed Packages.
