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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)

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 ‘Named Credentials are properly configured’ has a green check mark next to it in the Integrations tab (ClosePlan Admin > Environment > Integrations)

   

5. Activate the 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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Create Fields if ZoomInfo Package is not Installed

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