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The ZoomInfo integration brings company and contact data into account research. Ask how big Contoso Retail’s finance team is, who runs pricing, which systems they use or what topics they are researching, and Hebno answers from ZoomInfo with each profile cited. An owner or admin connects ZoomInfo once for the organisation. Hebno reads only and never writes to ZoomInfo.

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At a glance

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Before you start

You need:
  • An owner or admin role in Hebno.
  • A ZoomInfo contract with API access, and the entitlements for the data you want, such as intent or technographics.
  • An API user and credentials for that user. A ZoomInfo admin creates them in the ZoomInfo Admin Portal under Integrations → API, which issues a client ID and a private key for PKI authentication.
Hebno signs a short-lived token with the private key and requests a new one each hour. Hebno uses these ZoomInfo API endpoints:
ZoomInfo counts each enriched record against your account’s API record limit. Hebno searches before it enriches, enriches contact details only when a request needs them, and stops at the Monthly record limit you set on the ZoomInfo card.

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Connect ZoomInfo

1

Allow the integration

Open Admin → Connectors → Catalogue, find ZoomInfo under Company and market data, and set it to Allow.
2

Connect the organisation

Select Connect, enter the API user’s username, client ID and private key, then select Test connection. Hebno checks that it can authenticate and lists the endpoints your contract includes.
3

Choose teams and data areas

Under Who can use it, choose All teams or pick teams. Under Data areas, choose what members can see. See Data areas.
4

Set a usage limit

Enter a Monthly record limit for Hebno, or leave it blank to use the limit on your ZoomInfo account. Access is Read only.
The card shows Connected with the API user and records used this month. Members in the selected teams can use ZoomInfo in chat straight away.

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Data areas

Data areas control what members of the allowed teams can see through the organisation connection. They apply on top of what your ZoomInfo contract includes.
Admin connector panel showing who can use it, access and data areas

An organisation connection with team access and data areas. Financial figures default to owners and admins.

To share contact details with business development, open the ZoomInfo card in Admin → Connectors, select Contact details and add the teams that should see them. Each contact detail a member reveals counts against the Monthly record limit.

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What Hebno reads

Chat reply citing a ZoomInfo company profile

A ZoomInfo company profile attached to a chat.

Reads are live. Hebno queries ZoomInfo when a request needs it and does not copy ZoomInfo data into Hebno. Only what a reply used is stored with the conversation as its sources.

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What Hebno writes

Hebno does not write to ZoomInfo. It does not export contacts, create lists, change intent topics or push records to a CRM from ZoomInfo. To save a contact to your CRM, ask Hebno to create it through a CRM integration such as HubSpot, and confirm the card. Linking marks which ZoomInfo company belongs to a project, so you can ask “who are the decision makers?” without naming the client.
  1. Open the project and select Brain.
  2. Under Linked records, select Link record, then ZoomInfo.
  3. Search by company name or website and select the company.
In chats tagged to the project, Hebno starts with the linked company for any question about the client’s size, people, technology or signals. See Linked records.

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Use ZoomInfo in chat

  • Attach: open the + menu, choose Sources → ZoomInfo, and pick a company, a contact or an org chart. Or type / and choose ZoomInfo.
  • Ask: name the company, function or topic in your request. For example:
    Give me a one-page profile of Contoso Retail for the pricing review kickoff: size, revenue range, leadership and pricing systems.
    Map Contoso’s commercial and finance leadership two levels down from the CFO.
    Which of our target retailers show intent on pricing optimisation this month?
  • Research runs show a Checking ZoomInfo step, with a chip for each company and contact it read.
  • Agents can read ZoomInfo on a schedule, for example a Monday digest of news and intent changes at linked clients. Writes an agent proposes elsewhere appear in agent approvals for review.

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Troubleshooting