Workflow - ZoomInfo, Salesloft, Salesforce

Hi Jimmy! 

We are so excited for this partnership -- joint customers can leverage this powerful integration through a number of new capabilities. Here are a few considerations, depending on your team’s maturity and top priorities:

• Sync ZoomInfo Buying Signals to Salesloft Rhythm: Taking signal-to-action to a whole new level, sellers can set up automations that push ZoomInfo’s key buying signals over to Salesloft, where Rhythm assigns the next best action, such as calling a critical stakeholder or adding the ZoomInfo-recommended buying committee to an AI-powered sales cadence. Salesloft’s AI then prioritizes sellers’ daily workflows to keep them focused on the deals and buyers most likely to convert. 
• Send AI Email Through Salesloft: Sellers have the option to use ZoomInfo Copilot’s signal-powered generative AI or Salesloft’s generative AI to craft unique emails based on buyer insights and tailored to each prospect’s needs, then seamlessly send them through Salesloft for timely and relevant engagement.
• Export to Salesloft for Enhanced Personalization: Sales and marketing teams can build customizable, hyper-targeted lists in ZoomInfo and easily push details to Salesloft to engage buying groups with highly personalized strategies using Salesloft’s multi-channel tools.

Regarding user workflow, reps can either import directly into Salesloft or into Salesforce first. We typically recommend importing to Salesforce (your system of truth) and then creating an automation rule to import those people into Salesloft.

We’d love to hear where your team lands and don’t be shy with any follow up questions. Anyone else have thoughts on this?

Navigating bulk import of contacts from ZoomInfo into Salesloft via Salesforce can be challenging when there are a blend of contacts that are new, existing and correct, and existing needing updated contact info. Some organizations leverage salesforce reports of contacts “added or updated by me today” to bulk load newly created or updated contacts into cadences, but this isn’t always reliable and doesn’t accommodate existing contacts found in ZoomInfo that didn’t require updates. We use campaigns to support this workflow, but this sometimes feels overbuilt.