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  1. Closeplan Version 1.275 or greater must be installed

  2. Closeplan Relationship Map licenses must be assigned to the relevant users

  3. ZoomInfo SalesOS licenses must be assigned to the relevant users

  4. ZoomInfo Enterprise API SKU

  5. Custom fields for ZoomInfo IDs (see this section)

Note

Important: As of March May 2024, the ZoomInfo API does not support SSO login.

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