LeanData has partnered with ZoomInfo to allow joint customers of LeanData Routing and ZoomInfo Enrich to incorporate a ZoomInfo Enrichment node as an Action Node into your FlowBuilder Lead and Contact Router graphs.
This will allow you to:
- Selectively enrich records as they meet certain requirements within your Router graph
- Enrich Leads at any point in your routing process, not just at the beginning.
- Ensure Leads contain the information necessary to properly assign and inform reps in a timely manner.
I am on an older version of LeanData, can I still use this integration?
You will need to be upgraded to LeanData version 1.560 or higher in order to take advantage of the feature.
Is there an additional fee for the integration?
The integration is part of your existing Routing solution without any additional add-on fees for access to the integration. However, usage of the integration will consume ZoomInfo credits according to how many unique ZoomInfo records are enriched.
What ZoomInfo package is compatible with this integration?
In order to utilize this integration, you will need to be using ZoomInfo Enrich, purchased separately through ZoomInfo. You will need to have ZoomInfo version 1.34 or higher installed from the Salesforce AppExchange.
Will utilizing the ZoomInfo FlowBuilder Integration use my ZoomInfo credits?
Yes, when utilizing the integration, LeanData will be leveraging the connection with ZoomInfo Enrich to initiate enrichment from ZoomInfo. ZoomInfo credits will be consumed for every successfully enriched unique record.
Enriching from the same unique ZoomInfo record multiple times will not consume additional credits.
Please reference your agreement with ZoomInfo for pricing details around ZoomInfo credits. All credit usage will be assessed by ZoomInfo.
Which fields will be enriched through this integration?
LeanData will leverage the mappings you have configured in ZoomInfo. There is no limit to the number of fields that may be enriched through this integration.
How will LeanData determine which records to enrich?
The integration will only enrich the records that enter the ZoomInfo Enrichment action node in your FlowBuilder graph. This way, you get to customize which records get enriched, and at what point they receive the enrichment.
For which Router Objects is the ZoomInfo FlowBuilder Integration available?
You can use the ZoomInfo Flowbuilder Node only within your Lead and Contact Router graphs. You cannot initiate enrichment from Account, Opportunity, or Case Router graphs.
Is there a maximum number of times a record can be enriched?
No, however, the best practice is to only enrich as necessary. Enriching the same records multiple times may result in routing backlogs due to excessive CCIOs being created, even if it does not consume additional credits.
How long does it take to enrich a record once it enters the ZoomInfo Node in LeanData Routing?
The speed at which records get enriched depends on many different factors, but assuming there are no routing backlogs in your instance, it should take no longer than a few minutes to enrich your records.
Is this integration connected to the Admin User’s org?
After authorization, any Admin with access to LeanData FlowBuilder can adjust the placement of the ZoomInfo node.
The ZoomInfo Integration will consume Bulk Credits, which are shared across all users in the ZoomInfo app. Credits will only be used when a record has been successfully enriched by ZoomInfo.
How do I set up the Integration?
Please see the ZoomInfo Integration Implementation Guide for detailed instructions on how to set up the integration.
I want this, how do I enable it?
This feature will be enabled for all LeanData (Lead / Contact) Router customers once you have been upgraded to the appropriate version.
Firstly, please ensure you have followed all steps outlined in the ZoomInfo Integration Implementation Guide that will be available at launch. If you have further questions, please contact LeanData Support.