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ABM & Visitor Identification

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.

7 min read Updated 10 minutes ago

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: Integrations › Marketplace › 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.

Use this one. It is the right choice for any new integration — and, as the next section explains, the one that actually returns the fields you map.

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, entered 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.

On the legacy API, only Company name resolves. Industry, revenue, employee count, city, country — everything else comes back empty. There is no error and no warning, and the integration still reads as connected. If you have mapped eight fields and are getting one, nothing is misconfigured: you are on the older API.

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.
  • One field where you mapped many? That is the legacy API, not a mistake in your mapping — it resolves Company name and nothing else, silently. Move to the GTM API (Developer Portal credentials) to get the rest.

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 click Turn on 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.

Find people for Company follow-up

ZoomInfo can also find the right person to write to at a company that visits your site, for Company follow-up — searching all of ZoomInfo, not only your CRM — through the same ZoomInfo connection. It is off until you turn it on, and turning it off leaves your visitor enrichment as it is.

  1. In Integrations, open the ZoomInfo box. Under Find people for Company follow-up, click Turn on.
  2. Company follow-up then asks ZoomInfo after Apollo and before Lusha, Snov.io and Hunter — each only when the ones before it have nobody at the company.

It needs ZoomInfo’s current API, with your own GTM API credentials — the client ID and secret added under Use your own ZoomInfo API credentials instead. What the section says:

The section says What it means
“Off – Company follow-up does not ask ZoomInfo.” and Turn on Your GTM API credentials can find people. Click Turn on; Turn off stops it again.
On: “Company follow-up asks ZoomInfo when the contact finders before it find nobody, or are not connected.” It is being asked.
“Finding people works with your own ZoomInfo GTM API credentials – add them above… Connect ZoomInfo cannot find people yet.” ZoomInfo is not connected. Add your GTM API credentials first.
“Finding people is not available yet for ZoomInfo connected with Connect ZoomInfo…” ZoomInfo is connected with Connect ZoomInfo, which cannot find people yet. Your own GTM API credentials can.
“Finding people needs ZoomInfo’s current API – legacy Enterprise API credentials cannot search people…” You are on the legacy API. Use GTM API credentials instead.
  • Each person found uses one of your ZoomInfo credits. Searching is free, and ZoomInfo charges a person only the first time in your 12 months.
  • Only an address ZoomInfo scores 95 or more for accuracy is emailed. Any other goes to your rep in an alert instead.
  • Your ZoomInfo plan needs contact search and enrich. Without them, ZoomInfo refuses, and finding people is switched off: “Switched off: Your ZoomInfo plan does not include finding people – ask ZoomInfo to add contact search and enrich, then turn it on again.” On Identified companies the company reads ZoomInfo plan without finding people. Your visitor enrichment is not touched.
  • Out of credits, finding people is switched off too, until you turn it on again once they renew; the company reads ZoomInfo out of credits.

On Company follow-up’s Who to write to step, ZoomInfo shows among the contact finders once finding people is on. Before that it is offered under Also works with — except while ZoomInfo is connected only with Connect ZoomInfo, which cannot find people yet.

Why pair ZoomInfo with Personyze

ZoomInfo on its own tells you who is visiting. Personyze tells you what to do about it. Together they unlock four high-leverage motions:

🎯 Largest B2B datasetIndustry-leading database depth and accuracy. Strong fit when you need exhaustive firmographic detail or are already standardized on ZoomInfo for sales prospecting.
💬 Industry-tailored messagingShow different headlines, hero images, and CTAs based on the visitor’s industry — finance vs. retail vs. healthcare each see content built for their world.
🏢 Named-account experiencesUpload a target account list (companies you’re actively pursuing). Personyze surfaces dedicated content the moment one of those companies arrives — even from anonymous traffic.
📧 ABM email personalizationUse ZoomInfo firmographic data inside open-time email recommendations and dynamic email content for richer, account-aware outreach.

Best practices

  • Map only the attributes you’ll use. Each mapped property adds a small bit of overhead. Start with the 4–6 attributes most relevant to your campaigns and add more as needed.
  • Always set fallback content. Not every visitor will be identified by ZoomInfo. Make sure your default content (when ZoomInfo variables are blank) still reads naturally and converts.
  • Test both identified and anonymous flows. Use the QA step to preview as a known-company visitor and as an unknown one. Both should look polished.
  • Combine with on-site behavior. ZoomInfo tells you about the company; Personyze’s behavioral tracking tells you about the individual. The strongest campaigns combine both — e.g., “enterprise-revenue visitor who’s viewed pricing 3+ times this week.”
  • Monitor match rate. ZoomInfo’s identification rate isn’t 100% — typical resolution rates are 30-60% of B2B traffic depending on your industry and geography. Check your reports periodically to confirm the match rate matches your expectations.

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