Zoominfo salesforce integration
- George Apostolov
Zoominfo salesforce integration: step-by-step guide
Head over to Salesforce AppExchange and search for Zoominfo.
Hit the Try It Free button.
Select Try in your sandbox.
Now, check if your account info is correct and click on Continue to Installation.
We now have to move to login to your Salesforce account by clicking the Log In & Install.
Click on Use Custom Domain to add your salesforce domain.
Add your custom domain name and hit Continue.
Login with your account credentials.
Choose who you are installing the app for and hit Install.
Grant Third Party Access and hit Continue.
Once the installation is finished, hit Done.
You will find your apps in the Installed packages in Settings > Advanced Setup >Installed Packages.
Quick answer: To integrate Zoominfo with Salesforce, search for Zoominfo on Salesforce AppExchange, select Try It Free, and choose Try in your sandbox. Verify your account info, click Continue to Installation, log in, enter your custom domain, and log in with your credentials. Choose who to install for, click Install, grant third-party access, and complete the setup.
About this Zoom tutorial
Connect Zoominfo and Salesforce seamlessly. Follow step-by-step instructions to install, configure permissions, and complete your setup. This guide covers zoominfo salesforce integration in 12 steps, starting with "Head over to Salesforce AppExchange and search for Zoominfo " and finishing with "You will find your apps in the Installed packages in Settings > Advanced Setup >Install...". The interactive demo above is a click-through copy of the real Zoom interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does zoominfo salesforce integration take?
12 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Zoom data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Zoom and Salesforce. Related guides: How to Create a Recurring Zoom Meeting, How to Create a Zoom Meeting Link and How to Disable the Waiting Room in Zoom. Last reviewed 05 Oct 2026.
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