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CRM

Clari to ZoomInfo integration — real-time data sync

Keep Clari 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 Clari and ZoomInfo

Run Clari and ZoomInfo side by side with the same accounts and contacts in both, whether they serve different teams or one is replacing the other.

ZoomInfo is a read-only source: Stacksync reads its data in real time and delivers it into Clari, so Clari always reflects the current state of ZoomInfo — without exports, scripts, or schedulers.

Two CRMs in one company is more common than anyone plans for: an acquisition brings its own system, regions or business units standardize differently, or a migration is under way and both are live. In every case, some of the same companies and people exist in both systems, and every day of manual double entry pushes the copies further apart.

Common use cases

  • 01 Stream Audit Events into a reporting database to monitor forecast-submission changes and user activity for compliance.
  • 02 Pull Activity (Capture) meetings and emails, mapped to their accounts and opportunities, into a database for coverage and engagement analysis.
  • 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

Post-acquisition consolidation

Keep both CRMs accurate while the merged team decides on a target system, instead of freezing one and losing months of updates.

Migration with a parallel run

When one CRM is replacing the other, run both fully live until cutover, with no snapshot gap and no data freeze.

Divisional or regional split

Where each CRM serves a different team or region, sync just the shared accounts and contacts so handoffs and cross-sell work.

What you can sync between Clari 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.

Clari objects ZoomInfo objects How this pairing syncs
Quota Quota and quota-history values exported alongside forecast data, scoped by fiscal quarter; read-only, useful for warehouse attainment reporting. Technographics Technology install data per company, used for segmentation and territory planning. Quota is specific to Clari and Technographics to ZoomInfo — each maps to any object or custom field on the other side.
Opportunities Retrieved synchronously by ID from GET /opportunity (up to 100 IDs per call) with Clari CRM scoring and field-change history; read-only, mirroring the CRM opportunity Clari sits on. Company Hierarchies Parent and subsidiary linkage used to align CRM account hierarchies. Opportunities is specific to Clari and Company Hierarchies to ZoomInfo — each maps to any object or custom field on the other side.
Activity (Capture) Meetings, emails, and attachments captured by Clari and mapped to accounts and opportunities; exported read-only via async activity jobs. Company Profiles Firmographic records covering industry, size, revenue, and location, matched against CRM accounts. Activity (Capture) is specific to Clari and Company Profiles to ZoomInfo — each maps to any object or custom field on the other side.
Account field extensions External data points written onto Account records through the ingest API in initial or incremental mode; requires an apikey plus a partnerkey. Contact Profiles Person records with title, email, phone, and company linkage, used to enrich leads and contacts. Account field extensions is specific to Clari and Contact Profiles to ZoomInfo — each maps to any object or custom field on the other side.
Opportunity field extensions Warehouse-computed fields pushed onto Opportunity records via the ingest API; up to 100 records per request or 10MB bulk files. Intent Signals Company-level topic scores indicating in-market buying behavior. Opportunity field extensions is specific to Clari and Intent Signals to ZoomInfo — each maps to any object or custom field on the other side.
Audit Events User edits and system events exported with filtering by actor, session, and date range; read-only feed for change tracking and compliance. Scoops Event-driven signals such as leadership changes, funding rounds, and new projects. Audit Events is specific to Clari and Scoops to ZoomInfo — each maps to any object or custom field on the other side.

How changes propagate between Clari 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.

Clari ZoomInfo Interval-based propagation

DetectionStacksync polls Clari for changes on an incremental schedule, reading only records changed since the previous pass. Polling — reads run as asynchronous export jobs (submit export, poll job status, download results).

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 Clari records.

ZoomInfo Clari 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 Clari through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Clari: Max 3 concurrent exports and roughly 1000 exports per rolling 30-day org window; ingestion capped at 100 requests/sec per API token.
  • ZoomInfo: Usage is metered by credits and contract-based limits rather than a single public rate limit.
What ships with Clari ⇄ ZoomInfo

Connect Clari and ZoomInfo for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Clari–ZoomInfo connection.

Real-time

Real-time sync

Changes in Clari or ZoomInfo instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Clari 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 Clari or ZoomInfo record.

Observability

Monitoring

Track your Clari ⇄ ZoomInfo sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Clari and ZoomInfo.

How the Clari and ZoomInfo connectors work

Clari

Integration surface
REST APIs on api.clari.com - Export API (v4, asynchronous bulk jobs for forecast, quota, activity, and audit) and Ingest API (v2, field extensions); Opportunity reads are synchronous via GET /opportunity
Authentication
API token in the apikey header, generated per user in Settings; ingest/partner endpoints also require a partnerkey header, and Copilot endpoints require X-Api-Key and X-Api-Password
Change detection
Polling — reads run as asynchronous export jobs (submit export, poll job status, download results); the ingest API supports an incremental mode for regular field updates. No webhooks.
Capabilities
read · write
Rate limits
Max 3 concurrent exports and roughly 1000 exports per rolling 30-day org window; ingestion capped at 100 requests/sec per API token.

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 Clari 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.

  1. 01

    Connect your apps

    Authenticate Clari 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.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Clari connected
    ZoomInfo connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Clari 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.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Clari ⇄ ZoomInfo
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Clari ZoomInfo
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Clari and ZoomInfo integration FAQ

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.

Learn more about security
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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:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 352 integrations available for Clari and ZoomInfo.

Popular · 6 of 352
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