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ZoomInfo Integration

Enrich anonymous visitors with ZoomInfo B2B intelligence — the two API versions and which credentials each needs, property mapping, and using the data in targeting, content and A/B tests.

Updated 19 hours ago 3 min read
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by Admin

ZoomInfo enriches an anonymous visitor with B2B intelligence about the company behind them — name, domain, industry, headcount band, revenue band, location. Personyze pulls those attributes onto the visitor profile, where they become available to every targeting rule, content variable and report.

In the panel: Settings › Integrations › ZoomInfo.

The Configure ZoomInfo drawer showing the API version selector, Client ID and Client secret fields, and the recommended property mappings
The Configure ZoomInfo drawer. The API version you choose decides which credential fields appear. Click to enlarge.

Two API versions — pick first, then fill in credentials

The API version selector at the top changes what the rest of the form asks for. Choose it before anything else.

GTM API (OAuth 2.0) — the current one

ZoomInfo’s current API, authenticated with OAuth 2.0 client credentials. Two fields:

  • Client ID — from your app in the ZoomInfo Developer Portal.
  • Client secret — from the same app, using the Client Credentials flow.

This is the right choice for a new integration.

Legacy API — username and private key

The older API signs every request as a specific ZoomInfo user. It asks for:

  • Username (email) — the ZoomInfo user the private key was issued to.
  • Private key — the full RSA private key downloaded from ZoomInfo, pasted whole.

Only pick this if your ZoomInfo account has not been moved to the GTM API. Because requests are signed as that named user, deactivating them in ZoomInfo breaks the integration — a dedicated integration user is safer than a person’s account.

Mapping the fields

Connecting authorizes the lookup; property mapping decides what actually lands on the visitor profile. Activate recommended setup maps the seven fields most accounts target on, creating any Personyze profile field that does not exist yet:

ZoomInfo field Personyze profile field
Company name User: Company
Website User: Company domain
Primary industry User: Industry
Employees range (like 100 – 250) User: Company size
Revenue range (like $10 mil. – $25 mil.) User: Company revenue
Country User: Country
City User: City

The range fields are the practical ones for targeting — “company size is 100–250” is a single rule where raw headcount needs a numeric comparison.

What to expect

  • Not every visitor resolves. Reverse-IP identification misses home broadband, mobile networks and VPNs. Always build a fallback for visitors with no company data.
  • It identifies the company, not the person.
  • 0 properties mapped means no data, however healthy the connection looks.

Using the data in targeting

On a campaign’s Target step, Add audience rule gives you two routes:

  • Integrations tab — this provider’s own rule entry, with a connection indicator. Note that every provider is listed whether or not it is connected, so read the marker.
  • User CRM/ABM/Profile — any field you have mapped, with the full operator set: contains, doesn’t contain, equals, doesn’t equal, is one of (list, file), is not one of, matches regex, starts with, ends with, is empty, is not empty.

Negative operators only match visitors who have a value. Someone with no data for that field will not match “industry doesn’t equal Retail” — use is empty for them, usually combined with an OR.

Using the data in content

Mapped fields become dynamic variables in the WYSIWYG editor, so they can appear in the copy itself — “Trusted by [Industry] teams”. Always set a fallback value: not every visitor resolves, and a variable with no default renders blank. See inserting dynamic variables.

A/B testing on it

Build the audience with the rule, then switch on Activate A/B testing on the Content step. The test worth running first is personalized versus generic to the same audience — that answers whether the integration earns its keep. See A/B Testing.

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