By automating the process of moving contacts from ZoomInfo into HubSpot, you can save time and improve the accuracy of your data.
There are a few ways to automate ZoomInfo contacts with HubSpot. One way is to use the ZoomInfo Inbound Enrich HubSpot integration. This integration will automatically enrich your contacts in HubSpot with data from ZoomInfo, including contact information, company information, and social media profiles.
To set up the ZoomInfo Inbound Enrich HubSpot integration, you will need to:
- Go to the HubSpot App Marketplace and search for "ZoomInfo Inbound Enrich."
- Click on the "Install" button.
- Follow the instructions to connect your ZoomInfo and HubSpot accounts.
- Once the integration is set up, you can enable contact enrichment. To do this, go to Settings > Preferences > Companies > Automation. Under "Create and associate companies with contacts," check the box next to "Enable contact enrichment."
Once contact enrichment is enabled, any new contacts that are created in HubSpot will automatically be enriched with data from ZoomInfo.
Another way to automate ZoomInfo contacts with HubSpot is to use a workflow automation tool. A workflow automation tool will allow you to create automated workflows that will move contacts from ZoomInfo into HubSpot.
To create a workflow automation, you will need to:
- Go to the HubSpot Workflow Automation tool.
- Click on the "Create Workflow" button.
- Give your workflow a name and description.
- Select the trigger for your workflow. The trigger can be a new contact being created in ZoomInfo, a contact being updated in ZoomInfo, or a contact being deleted from ZoomInfo.
- Select the actions that you want to take when the trigger occurs. The actions can include creating a new contact in HubSpot, updating a contact in HubSpot, or deleting a contact from HubSpot.
- Test your workflow to make sure that it is working properly.
Once your workflow is created and tested, it will be triggered whenever the specified event occurs in ZoomInfo. This will allow you to automate the process of moving contacts from ZoomInfo into HubSpot.
Here are some additional tips for automating ZoomInfo contacts with HubSpot:
- Use a naming convention that will make it easy to identify contacts that have been enriched with data from ZoomInfo.
- Create custom fields in HubSpot to store data that is not available in ZoomInfo.
- Use a workflow automation tool to create automated workflows that will move contacts from ZoomInfo into HubSpot and update their information as needed.
By automating the process of moving contacts from ZoomInfo into HubSpot, you can save time and improve the accuracy of your data.