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Closeplan Version 1.275 or greater must be installed
Closeplan Relationship Map licenses for the relevant users
ZoomInfo Elite+ licenses for the relevant users
ZoomInfo Enterprise API SKU
Custom fields for ZoomInfo IDs (see this section)
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Go to Integrations under the Environment in Closeplan Admin
Go to the Field Mapping Section and for each item map the appropriate ZoomInfo custom fields.
If you have installed the ZoomInfo managed package this step can be skipped, leave the field mapping values empty, unless you created custom ZoomInfo fields instead of using fields from the managed package, in that case they must be mapped
If you created fields based on the instructions above, the configuration will look like the following:
Click Save Changes
After clicking Save Changes toggle on the ZoomInfo integration
Validate the integration is configured by opening up a relationship map inside of an Account. You should see that the ZoomInfo tab in the sidebar.
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Validate ZoomInfo Access & Permissions
Each user must have an Elite+ SalesOS license for this to work, update your ZoomInfo users to this license type to be able to leverage the integration.