How does Put It Forward handle security and compliance for ZoomInfo data?

Put It Forward is built with SOC 2 Type II and ISO 27001 compliance, AES-256 encryption, role-based access controls, and complete audit trails. PII masking, consent management, suppression list enforcement, and data residency controls are available for regulated industries.

Can Put It Forward handle our data volume and multi-system complexity at enterprise scale?

Yes. The platform processes millions of contact records and intent signals daily with 99.8% uptime, supporting enrichment of 10,000 to 2 million CRM records monthly across SalesOS, MarketingOS, and OperationsOS with AI-powered field mapping.

ZoomInfo Integration

Stop Losing 4-5 Hours Per Rep Weekly to Manual Prospecting Data Entry — Sync ZoomInfo Contact, Company & Intent Data Across Your Revenue Stack in Under 48 Hours

Eliminate manual CRM enrichment — Reduce data entry from 5 hours to under 30 minutes per rep per week (90% time savings) within 30 days through automated bi-directional syncing of ZoomInfo contact records, firmographics, technographics & intent signals to Salesforce, HubSpot & Marketo
Accelerate lead-to-opportunity conversion — Cut average time from lead capture to qualified pipeline from 14 days to under 3 days (79% faster) within 60 days through automated ZoomInfo intent-triggered routing, scoring & sales engagement workflows
Sync ZoomInfo SalesOS, MarketingOS & OperationsOS data to Salesforce, HubSpot, Marketo, Outreach, Snowflake & Segment — Reduce data decay from 30% to under 5% annually through scheduled enrichment cycles & AI-powered field mapping
2-day implementation guarantee — Most clients go live in days, not months, with pre-built ZoomInfo API connectors & no-code integration templates
SOC 2 + ISO 27001 compliance — Enterprise-grade security & governance with AES-256 encryption, role-based access & full audit trails built in

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ROI Calculator

Trusted by Fortune 500 leaders in financial services, technology, and global enterprise.

Turn ZoomInfo Intelligence Into Automated Revenue Action

Enterprise revenue teams use Put It Forward to connect ZoomInfo buyer intent, contact enrichment & company intelligence with CRMs, marketing automation platforms & data warehouses — transforming siloed prospecting data into orchestrated, cross-platform pipeline workflows.

ZoomInfo B2B SaaS Intent-Driven Pipeline Use Case

B2B SaaS: Intent-Driven Pipeline Acceleration

Increase qualified pipeline by 50% within 90 days through automated ZoomInfo intent-to-Salesforce routing, Outreach sequence triggering & Marketo campaign activation

Scenario: A 150-person B2B SaaS sales organization subscribes to ZoomInfo SalesOS with intent data across 25 topics, but intent signals remain trapped in the ZoomInfo platform. Sales reps manually check intent dashboards 3-4 times daily, and it takes an average of 72 hours for a high-intent signal to reach the assigned rep in Salesforce — by which point 40% of prospects have already engaged a competitor.

Solution: Automated ZoomInfo intent signal-to-Salesforce lead/account routing + real-time Outreach sequence enrollment for high-intent accounts + Marketo ABM campaign triggering based on intent topic clusters + Snowflake data warehouse consolidation for cross-channel intent-to-revenue attribution reporting.

ZoomInfo Financial Services Compliant Prospecting Use Case

Financial Services: Compliant Prospecting at Scale

Reduce cost per qualified lead from $185 to $72 (61% reduction) within 90 days through automated ZoomInfo enrichment, Salesforce FSC lead scoring & compliant outreach orchestration

Scenario: A financial services firm with 80 advisors uses ZoomInfo to source prospects for wealth management, lending & insurance products, but disconnected data between ZoomInfo, Salesforce Financial Services Cloud, Marketo, RingCentral & an internal compliance system creates 15+ hours of weekly manual data reconciliation, inconsistent contact records & regulatory exposure from outreach to suppressed contacts.

Solution: Automated ZoomInfo-to-Salesforce FSC enrichment with compliance suppression list sync + Marketo campaign enrollment with firmographic & intent segmentation + RingCentral dialer queue population with verified direct dials + internal compliance audit trail automation with PII masking & consent tracking.

ZoomInfo Manufacturing ABM Enterprise Deal Use Case

Manufacturing: ABM-Driven Enterprise Deal Acceleration

Accelerate enterprise deal cycles from 9 months to 5.5 months (39% faster) within two quarters through automated ZoomInfo buying-committee mapping, HubSpot ABM orchestration & Dynamics 365 opportunity enrichment

Scenario: A global manufacturing company targets 500 enterprise accounts using ZoomInfo to identify buying committees across procurement, engineering & operations. But manually mapping org charts and enriching Microsoft Dynamics 365 records takes the sales ops team 20+ hours weekly, while HubSpot ABM campaigns lack firmographic precision — resulting in 35% of outreach reaching non-decision-makers.

Solution: Automated ZoomInfo org chart-to-Dynamics 365 contact hierarchy mapping + HubSpot ABM audience sync with ZoomInfo seniority, department & technographic filters + LinkedIn Ads matched audience enrichment from ZoomInfo company lists + Snowflake centralized account intelligence dashboard for multi-touch attribution.

Automate Every Stage of Your Go-to-Market Data Workflow

ZoomInfo no-code data integration and automation

Connect ZoomInfo contact data, intent signals, enrichment & company intelligence to 500+ enterprise systems without writing code

Trigger automated lead routing & sales engagement sequences when ZoomInfo detects high-intent buying signals — push scored accounts to Salesforce, HubSpot, Outreach & SalesLoft within seconds of signal detection
Sync ZoomInfo contact enrichment (direct dials, verified emails, job titles, org charts) to Salesforce, HubSpot, Dynamics 365 & Marketo on a scheduled or event-driven basis via bi-directional connectors
Route ZoomInfo firmographic, technographic & intent data to Snowflake, BigQuery & Redshift for centralized go-to-market analytics & account scoring models
Automate ZoomInfo OperationsOS data hygiene workflows — trigger de-duplication, field standardization & record merging across CRM & MAP systems when enrichment updates are detected
Map ZoomInfo WebSights visitor identification data to CRM account records & trigger real-time Drift or Intercom chat routing, ensuring anonymous website visitors are matched to target accounts instantly

Quantified Business Impact of ZoomInfo Integration

Measured ROI outcomes enterprise revenue teams achieve within the first 90 days of connecting ZoomInfo through Put It Forward

Reduce sales rep research time from 5 hours to under 30 minutes per week per rep (90% reduction) through automated ZoomInfo-to-CRM enrichment, eliminating manual contact lookups & copy-paste data entry
Accelerate intent signal-to-outreach response from 72 hours to under 15 minutes (99.7% faster) through automated routing of ZoomInfo intent alerts to Salesforce lead assignment rules & Outreach sequence triggers
Reduce CRM data decay from 30% to under 5% annually through scheduled ZoomInfo OperationsOS enrichment cycles with AI-powered field mapping & automated record validation
Recover an estimated $150K-$500K annually in lost pipeline by ensuring 100% of high-intent ZoomInfo signals are actioned within SLA, versus the industry average of 38% signal utilization
Reduce RevOps manual data management effort by 80% (from 20 hours/week to 4 hours/week) through no-code ZoomInfo-to-stack automation, enabling the team to shift from data maintenance to strategic pipeline analysis

ZoomInfo Integration Leader

David Hrynk

Director of Program Management

“Having our global teams all working from the same page is critical to our success. Put It Forward exceeded way beyond where others died.”

Uma Asthana

Director of Operations and Technology

“What you just did for our teams' productivity and how we work was magic - you guys are rock stars, I’m truly blown away”

Udo Waibel

CTO

“Put It Forward takes us where no others could - we struggled for years with an enterprise data story - this solved it across the board”

Sarika Saoji

Marketing Platform Technologist

“For me when our internal teams tried to replicate the Put It Forward technology that was when the pin dropped … these are really smart people”

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Why Teams Choose Integration Designer Over Code, RPA, and File Drops

The Only Option Built for Governed, Multi‑System Integrations

19 integration features that matter most when choosing between code, RPA, connectors, and file transfers.

Capability	Put It Forward	Code/Middleware	RPA	Vendor Connector	Bulk File Transfer
Architecture & Scale
No Code Solution	Yes, Native	No	Scripts	Limited	No
Bi-Directional Integrations	Yes, Full	Build	NA	Limited	NA
Data Transformations (with validation)	Yes, Native	Build	No	No/Fixed Mapping	Limited
Data Persistence / State Management	Yes, Native	No	No	No	N/A
API Gateway Compatible	Yes	Build/3rd Party	No	No	No
Service Integration	Yes, Native	Yes, Build	No	No	N/A
Secure On-Premise Integration	Yes, Native	Requires Special Config/No	No	No	No
Intelligence & Automation
Custom Business Rules	Yes, Full	Limited	Limited to scripts	No	No
Process Automation & Orchestration	Yes, Full	Limited	Scripts	Not focused	No
Process Mining	Yes, Embedded	No	No	No	No
AI Agents (Integrated)	Yes, Native	Limited, Build	Scripted	No	No
Governance & Operations
Integrated Data Governance	Yes, Native	No, 3rd Party	Not Focused	Not Focused	No
Error Capture and Correction	Yes, Full	Limited, Build	No, Scripted	No	Not Focused
Integration Reporting, Analytics and Alerts	Yes, Native	Limited	N/A	Limited	No
Audit Reporting and Analytics	Yes, Full	No, Limited	No	No	Limited
Full API Access and Support	Yes, Native	Yes, Build	No, Limited	No	N/A
Implementation support	Yes, Full	Self Funded/SoW	Self Funded/SoW	Self Funded/SoW	Self Directed
Partner API Roadmap Alignment	Yes, Supported	No	No	No/Lagging	NA

The intelligent decision automation playbook for revenue, operations and IT

IDC Put It Forward Next Generation Business Requirements

Take A Tour Of How The Integration Designer Works

Put It Forward - Integration Designer Demo Tour

You'll see in this scenario the Put It Forward Integration Designer connecting two best-of-breed systems together.

Work with standalone configuration-based connectors which can be included in the Process Designer
Set the integration interval from real-time to intraday
Create business rules and event triggers for seamless execution

Integration Designer Auto Data Mapper

Put It Forward's Composable Integration Auto Data Mapper is a powerful tool for streamlining and automating the data integration process.

AI algorithms automatically map fields between integrated systems and services
Reduce manual effort and time needed to be productive
Always stay ahead by taking advantage of the latest API changes

Conversational AI Agents

Discover how Put It Forward's AI-powered Integration Designer uses conversation to simplify complex business rule creation.

Convert complex business rules from natural conversation into functions
Go faster without having to learn how Put It Forward works at an expert level
Reduce the costs of IT and increase the quality of your data

2-Day Integration and Automation Enhancement, Not 2-Month Projects

Put It Forward Workday ServiceNow Integration Project Plan

Get your custom demo

We all implement new technology; a transformation or automation project can be simple, targeted, or enterprise-wide.

Accelerate time-to-value and reduce risk with a proven integration plan.

Our proven methodology ensures low-risk, high-impact integrations. Most clients see measurable ROI in the first year accelerated by best practices and enterprise-grade support.

Most clients see improved integration automation performance within 48 hours
Zero disruption guarantee - No downtime to existing systems, pipelines or data loads

Implementation timeframes depend on scope and complexity:

Hour 1-2: Configure connection source and destination
Hour 2-36: Business rule configuration and validation
Hour 36-48: Full deployment

Put It Forward ZoomInfo Integration and Automation Resources

Guide to Agentic Workflows

This guidebook gives Integration Designer users a practical roadmap to implement AI agentic workflows, integrating intelligent automation and predictive analytics, to optimize business processes and decision-making.

Guide to Agentic AI Workflows

Process Automation vs. Orchestration

With increasing workloads across the organization, this discussion walks you through the right time to use process automation or an orchestration solution for integration.

Discover Automation vs. Orchestration

How to real time data integration for Databricks users

Real-Time Integration Best Practices

Integration Designer users will learn practical best practices to automate, scale, and secure real-time data integration and automation for instant, unified insights and agile business operations.

How To: Real Time Data Integration

What You Should Do Next

Get My Personalized IT Automation Demo:

Discover how leading IT teams are slashing manual work by 80% and accelerating digital transformation with Put It Forward. See real use cases, ROI, and outcomes tailored to your environment. No sales pitch, just actionable insights.

Get A Personalized Demo

Key IT Transformation and Leadership Assets

Revenue Operations IT Intelligent Automation Playbook

Revenue, Operations and IT Playbook

Discover practical strategies and real-world benefits of intelligent automation to streamline IT operations, integrate data, and drive business transformation.

Get My IT Automation Playbook

Buyer Guide For Intelligent Automation

Get expert guidance on evaluating, selecting, and deploying intelligent automation solutions to maximize IT transformation, efficiency, and business impact.

Get My Intelligent Automation Buyer Guide

How PIF's Architecture Works

Step through the architecture of Put It Forward; by the end of this video, you'll understand the platform, its components, and how it makes a difference in the enterprise.

ZoomInfo Integration – Frequently Asked Questions (FAQs)

How fast can we connect ZoomInfo to our existing revenue stack?

Put It Forward provides pre-built ZoomInfo connectors leveraging the ZoomInfo Search, Enrich, Lookup & WebSights APIs, enabling most organizations to establish bi-directional data flows to Salesforce, HubSpot, Dynamics 365, Marketo, Outreach & Snowflake within 2-5 business days. No custom development or engineering sprints required — the entire setup uses no-code integration templates with AI-powered field mapping. Schedule a 15-minute scoping call to confirm your specific timeline.

How does Put It Forward handle security & compliance for ZoomInfo data?

Put It Forward is built with SOC 2 Type II and ISO 27001 compliance, AES-256 encryption in transit and at rest, role-based access controls, and complete audit trails for every data movement. For regulated industries (financial services, healthcare, insurance), the platform supports PII masking, consent management sync, suppression list enforcement & data residency controls — ensuring your ZoomInfo contact data meets GDPR, CCPA & industry-specific governance standards across every connected system.

Will integrating ZoomInfo through Put It Forward disrupt our current CRM workflows or data processes?

No. Put It Forward operates alongside ZoomInfo via REST APIs with zero impact on existing CRM automations, lead routing rules, or marketing workflows. The platform reads and writes data asynchronously, with configurable conflict resolution rules (overwrite, append, skip) for every field — so your existing Salesforce triggers, HubSpot workflows & Marketo programs continue uninterrupted. Your revenue operations run without downtime from day one.

Can Put It Forward handle our data volume & multi-system complexity at enterprise scale?

Yes. The platform is architected for enterprise-scale go-to-market operations processing millions of contact records and intent signals daily. Whether you enrich 10,000 or 2 million CRM records monthly across SalesOS, MarketingOS & OperationsOS, Put It Forward's automated pipeline management, AI-powered field mapping & real-time monitoring maintain 99.8% uptime and sub-second data delivery — even as your connected systems, enrichment volumes & intent topics scale.

What support is available if we encounter conflicts or need custom ZoomInfo workflows?

Every Put It Forward customer receives a dedicated onboarding specialist, 24/7 technical support, and access to a resource center with ZoomInfo-specific integration guides, workflow templates & best practices. For complex multi-system orchestrations (e.g., ZoomInfo + Salesforce + Outreach + Marketo + Snowflake), our solutions team provides hands-on architecture guidance at no additional cost. You are never left to troubleshoot data mapping, deduplication logic, or enrichment conflicts alone.

When will we see measurable ROI from integrating ZoomInfo with Put It Forward?

Most clients report measurable results within the first 30 days: 90% reduction in manual data entry per rep, 99.7% faster intent signal-to-outreach response, and CRM data decay dropping from 30% to under 5%. Within 90 days, organizations typically recover $150K-$500K in previously lost pipeline through automated intent signal actioning and shift 80% of RevOps manual effort to strategic analysis. Request an ROI assessment to model your specific projected impact.

Can we integrate ZoomInfo data with industry-specific or proprietary systems beyond standard CRMs?

Yes. Put It Forward supports 500+ pre-built connectors and a flexible Integration Designer for custom objects, proprietary APIs & industry-specific systems. Whether you need ZoomInfo data flowing to Veeva CRM (life sciences), Salesforce Financial Services Cloud (banking), Microsoft Dynamics 365 (manufacturing), or a custom data lake, Put It Forward can integrate it — including custom enrichment triggers, intent-based routing rules & industry-specific compliance logic.