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1. A user with customized application permission is required to complete this integration, ensure a user with this permission is completing these steps

2. Go to Setup and search “Named Credentials”

3. Click the drop down arrow next to the “New” button and click “New Legacy”
   

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   1. Create a new legacy named credential & enter these exact details:

      1. Label: ClosePlan ZoomInfo Service

      2. Name: ClosePlanZoomInfoService

      3. URL: https://api.zoominfo.com

      4. Identity Type: Per User

      5. Auth. Protocol: No Authentication (The auth. will happen on per user basis later on)

      6. Uncheck ‘Generate Authorization Header’

      7. Check ‘Allow Merge Fields in HTTP Body’

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   2. Click Save

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4. Confirm that the named credentials have a green check mark in the Integrations tab on the closeplan admin

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Create Fields if ZoomInfo Package is Not Installed

If the ZoomInfo package is installed OR you already have created custom fields for ZoomInfo IDs, you can skip this step.

If it ZoomInfo is not installed and if you have not created any custom fields for ZoomInfo, please create the following fields .The following fields need to be created on the Account & Contact objects.

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