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CRM

Salesmate to ZoomInfo integration — real-time data sync

Keep Salesmate 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

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Migrated from Mulesoft
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Salesmate and ZoomInfo

Run Salesmate 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 Salesmate, so Salesmate 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

  • Keep contact segments aligned bi-directionally with an email marketing platform.
  • Push product and pricing data from an ERP or billing system into Salesmate so deals reference current catalog items.
  • Align CRM account hierarchies with ZoomInfo's corporate hierarchy data.
  • Enrich CRM accounts and contacts on a schedule so firmographics, titles, and phone numbers stay current.

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.

Where both track pipeline: deal visibility across systems

Deal stage and value on shared accounts stay visible from either CRM.

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.

What you can sync between Salesmate 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.

Salesmate objects ZoomInfo objects
Activities Calls, emails, and tasks logged against records and exported for analytics. Contact Profiles Person records with title, email, phone, and company linkage, used to enrich leads and contacts.
Pipelines and Stages Sales process definitions read for stage mapping in syncs. Intent Signals Company-level topic scores indicating in-market buying behavior.
Products Catalog items attached to deals, typically sourced from an ERP or billing system. Scoops Event-driven signals such as leadership changes, funding rounds, and new projects.
Notes Free-text records synced for context in support or success tools. Technographics Technology install data per company, used for segmentation and territory planning.
Users Team member records used for ownership mapping. Company Hierarchies Parent and subsidiary linkage used to align CRM account hierarchies.
Contacts Person records synced with marketing tools and enrichment databases. Company Profiles Firmographic records covering industry, size, revenue, and location, matched against CRM accounts.
What ships with Salesmate ⇄ ZoomInfo

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

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

Real-time

Real-time sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Salesmate 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 Salesmate or ZoomInfo record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Salesmate and ZoomInfo connectors work

Salesmate

Integration surface
REST API
Authentication
Access token (API key) sent as a request header
Change detection
Webhook triggers via the platform's automation features, with scheduled polling on modified timestamps as fallback
Capabilities
read · write · webhooks
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 Salesmate 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 Salesmate 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
    Salesmate connected
    ZoomInfo connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Salesmate 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 Salesmate and ZoomInfo.

Popular · 8 of 386
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