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If your outbound team runs on ZoomInfo, your inbound routing should too. Connecting ZoomInfo as an enrichment provider means a prospect who fills out a form gets enriched with the same person and company data you use everywhere else, so your routing decisions are built on numbers you already trust instead of whatever the form happened to capture.
BEFORE YOU BEGIN
  1. You need a ZoomInfo subscription that includes API access. This is an Enterprise API add-on. Standard packages like Elite Plus do not include API access by default. Confirm with your ZoomInfo account manager before you start.
  2. You need to be a RevenueHero admin to access enrichment settings.
  3. Generate a Client ID and Client Secret from your ZoomInfo Admin Portal (Integrations → API).

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How ZoomInfo enrichment works

When a lead submits a form, RevenueHero calls ZoomInfo with the submitted email and domain. ZoomInfo returns matched contact and company data, which RevenueHero then uses to:
  • Qualify the lead (run disqualification rules against industry, employee count, etc.)
  • Route the lead (distribution and matching rules can read any enriched attribute)
  • Write enriched fields back to your CRM if you map them in Enrichment field mapping
If you connect more than one enrichment provider, RevenueHero runs them as a waterfall. The first provider that returns a match wins for that lead.

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Generate your ZoomInfo API credentials

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Step 1: Open the ZoomInfo Admin Portal

Sign in to ZoomInfo as an admin and go to the Admin Portal. API credentials sit under integrations, not user-level settings, so a standard ZoomInfo seat won’t see this option.
Zoominfo Generate New Token

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Step 2: Create an API token and copy the credentials

Generate a new API access token for RevenueHero. ZoomInfo will display a Client ID and a Client Secret.

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Connect ZoomInfo to RevenueHero

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Step 3: Open the Enrichment settings

In RevenueHero, click Settings → Enrichment in the left sidebar. You’ll see a grid of provider cards. Find the ZoomInfo card.
Select Zoominfo 1

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Step 4: Start the connection

Click Connect ZoomInfo on the ZoomInfo card. This opens the ZoomInfo intro page with an overview of what data RevenueHero pulls, how it’s used, and a privacy summary.
Revenue Hero X Zoom Info Integration 1

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Step 5: Enter your credentials

Click through to the connection form. Paste in three values:
  1. Client ID from your ZoomInfo Admin Portal
  2. Client Secret from your ZoomInfo Admin Portal
  3. Email address to test the connection — use a real address on a corporate domain. RevenueHero runs a live enrichment against this email so you’ll know immediately whether your credentials work.
Enter Credentials And Connect Zoom Info 1
Click Connect Now. RevenueHero validates the credentials, runs the test enrichment, and shows Connected with ZoomInfo successfully when it works.
If the test fails, the error message comes directly from ZoomInfo. The most common cause is a Client Secret pasted with leading or trailing whitespace. The second most common is an API user that’s been deactivated. Regenerate the secret in the ZoomInfo Admin Portal if neither of those is the issue.

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Choose what ZoomInfo enriches

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Step 6: Pick a module type

After a successful connection, open the ZoomInfo details page. You’ll see a module-type selector with three options:
Module typeWhat gets enriched
Only ContactsThe person’s data only (job title, seniority, department)
Only CompanyThe company’s data only (industry, employee count, revenue)
Both Contacts & CompanyPerson + company. This is the default and what most teams want.
Zoominfo Scope
Pick Both unless you have a specific reason to limit one side. Each ZoomInfo call counts against the same API quota regardless of module selection, so there’s no cost savings in narrowing the scope.

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Use ZoomInfo data in your rules

ZoomInfo enrichment runs automatically for every form submission once connected. To act on the data:
  • Disqualify leads by industry, employee count, or domain — set this up in your matching rules
  • Route by firmographics — use enriched fields as conditions in distribution rules
  • Pass data to your CRM — map ZoomInfo fields to Salesforce or HubSpot fields under Enrichment field mapping
Disconnecting ZoomInfo while it’s part of a live waterfall stops enrichment for that provider immediately. Any disqualification or distribution rule that references a ZoomInfo-only field stops returning data and may start dropping leads to a default route. If you’re swapping providers, connect the replacement first so the waterfall still resolves.
Your ZoomInfo enrichment is connected and feeding your routing logic. 🎉🎉🎉

Pass enrichment data to your CRM

Map ZoomInfo fields to Salesforce or HubSpot so enriched data writes back automatically.

Create a distribution rule

Use ZoomInfo’s industry, employee count, and revenue fields as routing conditions.

Create a matching rule

Disqualify leads in real time based on enriched firmographics.

Enrichment 101

See the full list of enrichment providers and how the waterfall decides which one wins.