Real-time
Real-time sync
Changes in Agiloft or ZoomInfo instantly reflect in both systems. No stale data, no manual imports.
Business productivity ⇄ CRM
Agiloft to ZoomInfo integration — real-time data sync
Keep Agiloft and ZoomInfo in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
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Adopted by fast-scaling companies moving mission-critical data in real time
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Why teams connect Agiloft and ZoomInfo
Flow ZoomInfo data into Agiloft in real time — no exports, no schedulers, no custom scripts.
ZoomInfo is a read-only source: Stacksync reads its data in real time and delivers it into Agiloft, so Agiloft always reflects the current state of ZoomInfo — without exports, scripts, or schedulers.
The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Agiloft holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.
Common use cases
- 01 Two-way sync Contracts between Agiloft and an ERP or warehouse so value, renewal dates, and status stay current without manual re-keying.
- 02 Push generated documents and executed PDFs into Agiloft Attachments from a document system, or pull signed contracts out for archival.
- 03 Enrich CRM accounts and contacts on a schedule so firmographics, titles, and phone numbers stay current.
- 04 Sync intent signals into the CRM or warehouse to trigger outbound plays on in-market accounts.
Common sync patterns
Where Agiloft supplies contact or company data
Enriched fields land directly on records in ZoomInfo, and refreshes keep them from going stale.
Where Agiloft processes payments
Charges, refunds, and subscription changes appear on the account in ZoomInfo, so revenue context lives with the relationship.
Where Agiloft can store CRM context: fields kept current
Owner, lifecycle stage, or account details from ZoomInfo sync into Agiloft, so people working there have the context without switching tools.
What you can sync between Agiloft and ZoomInfo
Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.
| Agiloft objects | ZoomInfo objects | How this pairing syncs | |
|---|---|---|---|
| Companies Records for every organization - counterparties, vendors, customers - linked to contracts and people; read and written to keep account master data aligned with a CRM or ERP. | Technographics Technology install data per company, used for segmentation and territory planning. | Companies is specific to Agiloft and Technographics to ZoomInfo — each maps to any object or custom field on the other side. | |
| People Parent table for individuals, split into Employees (internal users) and Contacts (external company contacts); synced to map signers, approvers, and account owners to CRM or HR records. | Company Hierarchies Parent and subsidiary linkage used to align CRM account hierarchies. | People is specific to Agiloft and Company Hierarchies to ZoomInfo — each maps to any object or custom field on the other side. | |
| Attachments File records holding the executed contract PDFs and supporting documents linked to a contract; read to pull signed files out, or written to push generated documents in. | Company Profiles Firmographic records covering industry, size, revenue, and location, matched against CRM accounts. | Attachments is specific to Agiloft and Company Profiles to ZoomInfo — each maps to any object or custom field on the other side. | |
| Approvals Per-record approval instances generated from Approval Templates and Workflows; read to report approval status and cycle time, or written to trigger and record decisions. | Contact Profiles Person records with title, email, phone, and company linkage, used to enrich leads and contacts. | Approvals is specific to Agiloft and Contact Profiles to ZoomInfo — each maps to any object or custom field on the other side. | |
| Tasks Assigned action items with owners, due dates, and states tied to contracts or projects; synced two-way to surface Agiloft work inside a PM or operations system. | Intent Signals Company-level topic scores indicating in-market buying behavior. | Tasks is specific to Agiloft and Intent Signals to ZoomInfo — each maps to any object or custom field on the other side. | |
| Clause Library Reusable, approved contract clauses with metadata and categories; read to feed clause content into other systems or reporting, or maintained from an external source of truth. | Scoops Event-driven signals such as leadership changes, funding rounds, and new projects. | Clause Library is specific to Agiloft and Scoops to ZoomInfo — each maps to any object or custom field on the other side. |
How changes propagate between Agiloft and ZoomInfo
Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.
Agiloft ZoomInfo Sub-second propagation
DetectionAgiloft notifies Stacksync of record changes through webhook events. Native webhook subscriptions (POST /ewws/webhooks) fire on record create, edit, or delete after a GET handshake verifies the callback URL.
DeliveryZoomInfo does not accept inbound record writes, so this direction carries requests rather than records: ZoomInfo's output flows back as field updates on the originating Agiloft records.
ZoomInfo Agiloft Interval-based propagation
DetectionStacksync polls ZoomInfo for changes on an incremental schedule, reading only records changed since the previous pass. Scheduled re-enrichment and polling.
DeliveryEach detected change is written to Agiloft through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Agiloft: Agiloft publishes no fixed per-minute REST quota; throughput is instance-specific and bounded by license seats (Assigned/Floating Power User) and concurrent API sessions. Each SOAP/EWS call runs in its own transaction, and REST logins issue a session token meant to be reused rather than re-authenticated per call.
- ZoomInfo: Usage is metered by credits and contract-based limits rather than a single public rate limit.
What ships with Agiloft ⇄ ZoomInfo
Connect Agiloft and ZoomInfo for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Agiloft–ZoomInfo connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Agiloft or ZoomInfo data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.
At scale
Event queues
Handle millions of events per minute without losing a single Agiloft or ZoomInfo record.
Observability
Monitoring
Track your Agiloft ⇄ ZoomInfo sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Agiloft and ZoomInfo.
How the Agiloft and ZoomInfo connectors work
Agiloft
- Integration surface
- REST API (/ewws/rest/{kb}) and SOAP/EWS v2 web services (EWWSv2Service WSDL), plus a native Webhooks subscription API
- Authentication
- OAuth 2.0 via OAuth2 Client Setup - Authorization Code with PKCE for user-delegated apps and Client Credentials for machine-to-machine; also JWT tokens or Basic Auth with a session token from POST /ewws/rest/{kb}/login
- Change detection
- Native webhook subscriptions (POST /ewws/webhooks) fire on record create, edit, or delete after a GET handshake verifies the callback URL; otherwise poll each table by its Date Updated / modified-time fields. Agiloft has no database change-data-capture log.
- Capabilities
- read · write · webhooks
- Rate limits
- Agiloft publishes no fixed per-minute REST quota; throughput is instance-specific and bounded by license seats (Assigned/Floating Power User) and concurrent API sessions. Each SOAP/EWS call runs in its own transaction, and REST logins issue a session token meant to be reused rather than re-authenticated per call.
ZoomInfo
- Integration surface
- REST API organized around search and enrich endpoints
- Authentication
- API credentials exchanged for a short-lived JWT
- Change detection
- Scheduled re-enrichment and polling; the platform is primarily a lookup and enrichment source, not an event stream
- Capabilities
- read
- Rate limits
- Usage is metered by credits and contract-based limits rather than a single public rate limit.
How it works
How to connect Agiloft to ZoomInfo — three steps, no code
Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.
- 01
Connect your apps
Authenticate Agiloft and ZoomInfo with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Agiloft
connected
ZoomInfo
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Agiloft and ZoomInfo objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.
objects · Agiloft ⇄ ZoomInfoCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Agiloft ZoomInfoCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Agiloft and ZoomInfo integration FAQ
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Yes. Stacksync provides a managed, real-time integration between Agiloft and ZoomInfo — ZoomInfo is a read-only source, so data flows from it into the other system: authenticate both systems, choose the objects to sync, map fields visually, and changes propagate in milliseconds — no code required.
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Agiloft: REST API (/ewws/rest/{kb}) and SOAP/EWS v2 web services (EWWSv2Service WSDL), plus a native Webhooks subscription API. Authentication: OAuth 2.0 via OAuth2 Client Setup - Authorization Code with PKCE for user-delegated apps and Client Credentials for machine-to-machine; also JWT tokens or Basic Auth with a session token from POST /ewws/rest/{kb}/login. ZoomInfo: REST API organized around search and enrich endpoints. Authentication: API credentials exchanged for a short-lived JWT. Stacksync manages authentication, retries, and rate limits on both sides.
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Agiloft: Agiloft is a no-code platform: the schema is customer-configurable, so custom tables and fields expose the same REST and SOAP CRUD as the standard CLM tables. ZoomInfo: Intent data is delivered as company-level topic scores rather than person-level events, which shapes how it maps onto CRM records. Stacksync's field mapping accounts for these differences between Agiloft and ZoomInfo without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Agiloft and ZoomInfo records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Agiloft and ZoomInfo connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Agiloft–ZoomInfo integration in-house.
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Yes — Stacksync ships production-grade connectors for both Agiloft and ZoomInfo. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
SECURITY
Security teams trust Stacksync
As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS
SSO & SCIM
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Alerts
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Secure connection options
Securely connects to your systems with:
Related integrations
Every pair below is a real-time, two-way sync. Search all 337 integrations available for Agiloft and ZoomInfo.
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