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1. A user with customized application permission is required to complete this integration.

2. Go to Setup and search “Named Credentials”

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

   

   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’

         

   2. Review the settings to ensure they are entered correctly and click Save

      

      
      

4. Confirm that the named credentials have ‘Named Credentials are properly configured’ has a green check mark next to it in the Integrations tab on the closeplan admin(ClosePlan Admin > Environment > Integrations)

   

Create Fields if ZoomInfo Package is not Installed

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