Integrating ZoomInfo

Capabilities

DataGrail's ZoomInfo integration provides the following capabilities:

Product	Capability
Request Manager	Request Types Access Identifier Categories Email

Before You Start

To successfully configure this integration, please ensure you have sufficient privileges:

• DataGrail User Role: Super Admin, Connections Manager
• ZoomInfo User Role: Admin

Connect to DataGrail

DataGrail provides two methods for securely connecting ZoomInfo:

• PKI Authentication (Recommended)
• Basic Authentication

PKI Authentication (Recommended)

Get ZoomInfo API Credentials

1. Log in to ZoomInfo.
2. Navigate to the Admin Portal.
3. In the menu, select API & Webhooks.
4. Select Generate New Token.
5. Copy the Client ID and Private Key. Store them in a secure, temporary location.

Private Key Formatting

Be careful with copy and paste actions to ensure that the original formatting of the Private Key is unchanged.

Connect to DataGrail

1. In DataGrail, navigate to Integrations and select Configure New Integration to search for ZoomInfo.
2. Select PKI Authentication under Authentication Type.
3. Enter your Username, Client ID and Private Key.
4. Select Configure Integration.

Basic Authentication

1. In DataGrail, navigate to Integrations and select Configure New Integration to search for ZoomInfo.
2. Select Basic Authentication under Authentication Type.
3. Enter your Username and Password.
4. Select Configure Integration.

Next Steps

Now that you've successfully connected the integration, check out the following resources:

• Direct Contact Integrations
• Access Request Lifecycle
• Request Manager Overview
• Customizing Intake Forms

Troubleshooting

If you are unable to successfully connect the integration, review these common troubleshooting steps:

Ensure API access is enabled on your ZoomInfo account

API access is not always enabled on ZoomInfo Administrator accounts. Please contact ZoomInfo Support to confirm API access is enabled on the account that will be used for the DataGrail Integration.

Ensure Required Permissions Are Granted on API Keys/Resources

DataGrail checks required permissions and scopes on API keys/resources used by each integration. If all necessary permissions are not granted, new connections will fail.

Review Required Account Types and User Roles

If users do not have the necessary permissions or the minimum required user role in the connecting system, the connection to DataGrail will fail. Additionally, connections will fail if your account type does not match the one required by the integration.

See Before You Start to review these requirements.

Technical Details

The ZoomInfo integration uses the ZoomInfo API:

Access Type	Synchronous
Rate Limiting	Varies by endpoint.

API Documentation

Learn more about this API implementation and DataGrail functionality in our API Integration Documentation.