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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 May 2024, the ZoomInfo API does not support SSO login.

Setup Named Credentials in Salesforce

  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 (ClosePlan Admin > Environment > Integrations)

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  5. Activate the toggle on the closeplan admin

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    the ZoomInfo integration

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  6. Validate the integration is configured by opening up a relationship map inside of an Account.
    The ZoomInfo tab will appear in the sidebar.

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Create Fields if ZoomInfo Package is

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not Installed

Info

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

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

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Info

If you have installed the ZoomInfo managed package and have HAVENOT created any custome custom ZoomInfo fields, this step can be skipped

If you have installed the ZoomInfo managed package and HAVE created custom ZoomInfo fields (instead of using fields from the managed package), those fields must be mapped.

  • Field Mapping can be used to override ZoomInfo fields to your local fields.

  1. Go to Integrations under the Environment in Closeplan Admin

  2. Go to the Field Mapping Section and for each item map the appropriate ZoomInfo custom fields. 

  3. If you created fields based on the instructions above, the configuration will look like the following:

  4. Click Save Changes

  5. After clicking Save Changes toggle on the ZoomInfo integration

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  6. Validate the integration is configured by opening up a relationship map inside of an Account.
    The ZoomInfo tab will appear in the sidebar.

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