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ERP ⇄ CRM

JobBOSS² to ZoomInfo integration — real-time data sync

Keep JobBOSS² 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.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

Case study
Migrated from Mulesoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect JobBOSS² and ZoomInfo

Flow ZoomInfo data into JobBOSS² 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 JobBOSS², so JobBOSS² always reflects the current state of ZoomInfo — without exports, scripts, or schedulers.

ZoomInfo holds the customer relationship; JobBOSS² runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.

Common use cases

  • Fill gaps in new lead records (email, phone, company size) as they enter the CRM.
  • Feed technographic data into territory plans or scoring models in a warehouse.
  • Push won CRM deals into JobBOSS² as quotes or orders without re-keying part and customer details
  • Mirror job costing and invoice data into accounting or BI systems for margin reporting per job

One customer master

Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.

Where JobBOSS² manages people and org data: keep ZoomInfo aligned

Owners, territories, and org structure informed by JobBOSS² stay current in ZoomInfo.

Where JobBOSS² handles order-to-cash: closed-won flows through

A deal won in ZoomInfo creates or updates the customer in JobBOSS² with clean data, so fulfillment and invoicing start without re-entry.

What you can sync between JobBOSS² 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.

JobBOSS² objects ZoomInfo objects
Shipments Shipment records close the loop to customers and CRM records. Technographics Technology install data per company, used for segmentation and territory planning.
Customers Customer records sync with CRM accounts so sales and the shop share one file. Company Hierarchies Parent and subsidiary linkage used to align CRM account hierarchies.
Quotes / Estimates Estimating records sync to CRM pipelines so quote status is visible outside the ERP. Company Profiles Firmographic records covering industry, size, revenue, and location, matched against CRM accounts.
Jobs / Work Orders Job records carry production status back to sales and customer-facing tools. Contact Profiles Person records with title, email, phone, and company linkage, used to enrich leads and contacts.
Routings & Operations Operation steps support scheduling and costing data in external reporting. Intent Signals Company-level topic scores indicating in-market buying behavior.
Materials & Inventory Material and stock data feed purchasing and availability checks. Scoops Event-driven signals such as leadership changes, funding rounds, and new projects.
What ships with JobBOSS² ⇄ ZoomInfo

Connect JobBOSS² and ZoomInfo for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every JobBOSS²–ZoomInfo connection.

Real-time

Real-time sync

Changes in JobBOSS² or ZoomInfo instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever JobBOSS² 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 JobBOSS² or ZoomInfo record.

Observability

Monitoring

Track your JobBOSS² ⇄ ZoomInfo sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between JobBOSS² and ZoomInfo.

How the JobBOSS² and ZoomInfo connectors work

JobBOSS²

Integration surface
REST API (vendor-provided; coverage varies by edition and deployment)
Authentication
API key or vendor-issued credentials
Change detection
Polling
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits

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 JobBOSS² 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 JobBOSS² 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
    JobBOSS² connected
    ZoomInfo connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the JobBOSS² 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 · JobBOSS² ⇄ 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
    JobBOSS² ZoomInfo
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

JobBOSS² and ZoomInfo integration FAQ

SECURITY

Security teams love 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
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:

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 386 integrations available for JobBOSS² and ZoomInfo.

Popular · 8 of 386
All JobBOSS² integrations All ZoomInfo integrations Browse all integrations
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