Objective
The purpose of this article is to provide information to Outreach Users regarding ZoomInfo.
Applies To
- Outreach Users
ZoomInfo is the most comprehensive source of business information. Their information can be accessed from searches on ZoomInfo.com or from their subscription products. This information is gathered from the same publicly available web sources that are searched by other major search engines like Yahoo and Google, and accessible to any person surfing the web.
ReachOut is ZoomInfo’s Chrome Extension. With the extension, you can get direct phone numbers and email addresses while viewing LinkedIn profiles, or Leads, Accounts, and Contacts in Salesforce. It’s data on-demand, the information you need right when you need it. With ReachOut you can:
- Access direct phone numbers and email addresses
- Integrate B2B data into your existing LinkedIn and Salesforce workflows
- Gain valuable company insights while browsing corporate websites
- Save time and shorten the sales cycle
Overview
Using ReachOut
To add a new lead, simply click on the Reach Out Chrome Extension on the page where the lead exists. If the lead is located in ZoomInfo’s database, a preview of their information will appear. Click on “get contact info” to reveal the lead’s contact information.
If ZoomInfo does not have the lead phone number, they will display (HQ), indicating the number belongs to the company headquarters.
Once revealed, you’ll have the option to export the prospect to Salesforce, Outreach, or email them directly. Each of these actions will cost one credit.
In addition to contact data, ReachOut also provides information about the company where your contacts work. At a glance, you can view company size, revenue, industry, and a brief description.
For more information, click “Full Company Info.” This will open a new page inside ZoomInfo Pro displaying the company’s profile.
Exporting to Salesforce
If you have not already connected your Salesforce account to ZoomInfo, you will be prompted to enter your Salesforce credentials and security token before the lead exports.
You must then go back to the ReachOut tool, click “Get Contact Info” again and then click “Salesforce” to complete the export.
If you have already connected your Salesforce account, the export will launch upon the click of the “Salesforce” button and you will receive a message letting you know the action was successful.
Contact information exported from ReachOut to Salesforce will enter your database as a new lead. If they are a contact, they will need to be manually converted in Salesforce.
Pro Tip: We recommend setting up deduping rules in SFDC to prevent the creation of duplicate leads in Salesforce. Outreach will continue to dedupe based on unique IDs, and will not create an additional prospect in the platform if the email matches a prospect that already exists.
Exporting to Outreach
Similar to exporting to Salesforce from a public profile, exporting to Outreach is as simple as clicking a button (literally). As long as you are logged into your Outreach account, there are two steps you need to take. Find the lead that you’re interested in and select the option to export:
If the lead is successfully exported to Outreach, a message will appear at the bottom of the ReachOut window
If the lead already exists in Outreach, the action will fail with an error message indicating that we prevented a duplicate prospect from importing to Outreach.
Using ReachOut in Salesforce to Export to Outreach
Similar to Outreach’s Chrome Extension, ReachOut can be used to export leads and contacts to Outreach. Simply open ReachOut on the lead, contact, or account that you’re interested in and select the option to export to Outreach:
Pro Tip: We recommend using Outreach’s Chrome Extension in Salesforce. With Outreach, you can take action as soon as the lead, contact, or account is imported. With ReachOut, you’ll need to find the imported object in Outreach before you can take action
Questions?
Check out ZoomInfo's support documentation.