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Closeplan Version 1.275 or greater must be installed
Closeplan Relationship Map licenses for must be assigned to the relevant users
ZoomInfo SalesOS licenses for must be assigned to the relevant users
ZoomInfo Enterprise API SKU
Custom fields for ZoomInfo IDs (see this section)
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A user with customized application permission is required to complete this integration, ensure a user with this permission is completing these steps.
Go to Setup and search “Named Credentials”
Click the drop down arrow next to the “New” button and click “New Legacy”
Create a new legacy named credential Legacy Named Credential & enter these exact details:
Label: ClosePlan ZoomInfo Service
Name: ClosePlanZoomInfoService
Identity Type: Per User
Auth. Protocol: No Authentication (The auth. will happen on per user basis later on)
Uncheck ‘Generate Authorization Header’
Check ‘Allow Merge Fields in HTTP Body’
Click Review the settings to ensure they are entered correctly and click Save
Confirm that the named credentials have a green check mark in the Integrations tab on the closeplan admin
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If not, update the fields to give read & edit field level access to all relevant users for the integration.
Field Mapping ZoomInfo custom fields in Closeplan Admin
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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.
| Info |
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If you have installed the ZoomInfo managed package and have NOT created any custome ZoomInfo fields, this step can be skipped |
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If you have created custom ZoomInfo fields (instead of using fields from the managed package |
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), those fields must be mapped. |
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 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 The ZoomInfo tab will appear in the sidebar.
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