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Storage ⇄ CRM

Sharepoint to ZoomInfo integration — real-time data sync

Keep Sharepoint 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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Why teams connect Sharepoint and ZoomInfo

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

ZoomInfo holds the customer relationship as structured records; Sharepoint holds the files that belong to those relationships, from contracts and proposals to signed agreements and statements of work. The two are linked in practice and disconnected in software: someone downloads a document, renames it, and uploads it to the right folder, or exports records out to storage for retention. Done by hand, files drift away from the records they belong to and copies fall out of date.

Stacksync keeps Technographics, Company Hierarchies, Company Profiles, Contact Profiles in ZoomInfo aligned with Sites, Lists, List items, Drive items (document libraries) in Sharepoint, in real time. A new account or deal can open its own folder in Sharepoint; a document filed in Sharepoint can surface as a link and metadata on the matching record in ZoomInfo; and records from ZoomInfo can be written into Sharepoint as files or objects for backup, archival, and compliance. You choose which side owns what, and Stacksync keeps the two consistent as either one changes.

Common use cases

  • 01 Feed technographic data into territory plans or scoring models in a warehouse.
  • 02 Align CRM account hierarchies with ZoomInfo's corporate hierarchy data.
  • 03 Stream list and library changes through delta query and change-notification webhooks into a warehouse for audit, access-review, and reporting.
  • 04 Two-way sync SharePoint List items with a database table so internal apps read and write structured records in SQL without calling the SharePoint API directly.

Common sync patterns

Documents linked back to the record

A contract, proposal, or signed agreement filed in Sharepoint surfaces as a link on the matching record in ZoomInfo, so the customer's paperwork sits with the relationship instead of a shared drive.

CRM records archived into storage

Records from ZoomInfo are written into Sharepoint as files or objects on the schedule you set, giving you a durable copy for backup, retention, and compliance without an export to run by hand.

Document status on the record

Metadata kept in Sharepoint, such as document type, review state, or whether an agreement is signed, updates a field on the matching record in ZoomInfo, so people working the account see where the paperwork stands without opening storage.

What you can sync between Sharepoint 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.

Sharepoint objects ZoomInfo objects How this pairing syncs
Sites SharePoint site collections and subsites via /sites; read site properties and discover the document libraries (drives) and lists each site contains, addressed by hostname and site path or site ID. Intent Signals Company-level topic scores indicating in-market buying behavior. Sites is specific to Sharepoint and Intent Signals to ZoomInfo — each maps to any object or custom field on the other side.
Lists Custom lists and libraries via /sites/{id}/lists; create and read lists along with their columns and content types so a target system can mirror or provision list definitions. Scoops Event-driven signals such as leadership changes, funding rounds, and new projects. Lists is specific to Sharepoint and Scoops to ZoomInfo — each maps to any object or custom field on the other side.
List items Rows in a SharePoint list via /lists/{id}/items with a fields facet of column values; full create, read, update, and delete, synced two-way with database rows. Technographics Technology install data per company, used for segmentation and territory planning. List items is specific to Sharepoint and Technographics to ZoomInfo — each maps to any object or custom field on the other side.
Drive items (document libraries) Files and folders in a library's drive via /drives and /drive/root; upload, download, move, delete, and read per-item metadata, synced two-way with a store. Company Hierarchies Parent and subsidiary linkage used to align CRM account hierarchies. Drive items (document libraries) is specific to Sharepoint and Company Hierarchies to ZoomInfo — each maps to any object or custom field on the other side.
Columns and content types Field definitions and content types on a site or list; read the schema and create columns so database fields map cleanly onto SharePoint list fields. Company Profiles Firmographic records covering industry, size, revenue, and location, matched against CRM accounts. Columns and content types is specific to Sharepoint and Company Profiles to ZoomInfo — each maps to any object or custom field on the other side.
Permissions and sharing Role assignments and sharing links on sites, list items, and drive items; read and written to manage access, requiring Sites.Manage.All or Sites.FullControl.All scopes. Contact Profiles Person records with title, email, phone, and company linkage, used to enrich leads and contacts. Permissions and sharing is specific to Sharepoint and Contact Profiles to ZoomInfo — each maps to any object or custom field on the other side.

How changes propagate between Sharepoint 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.

Sharepoint ZoomInfo Sub-second propagation

DetectionSharepoint notifies Stacksync of record changes through webhook events. Delta query (pull) tracks created, updated, and deleted list items (/lists/{id}/items/delta) and drive items (/drives/{id}/root/delta) since the last.

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 Sharepoint records.

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

Rate-limit considerations

  • Sharepoint: SharePoint Online throttles per app, returning HTTP 429 (or 503) with a Retry-After header in seconds and IETF RateLimit-Limit, RateLimit-Remaining, and RateLimit-Reset headers; throttled requests still count toward limits, so clients honor the greater of Retry-After and RateLimit-Reset with exponential backoff.
  • ZoomInfo: Usage is metered by credits and contract-based limits rather than a single public rate limit.
What ships with Sharepoint ⇄ ZoomInfo

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

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

Real-time

Real-time sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Sharepoint 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 Sharepoint or ZoomInfo record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Sharepoint and ZoomInfo connectors work

Sharepoint

Integration surface
Microsoft Graph REST API (graph.microsoft.com/v1.0 and beta) covering SharePoint sites, lists, list items, columns, content types, and document-library drives and drive items; plus the classic SharePoint REST API (_api/web) and CSOM. Supports Graph JSON $batch (up to 20 requests per call).
Authentication
OAuth 2.0 via the Microsoft identity platform (Microsoft Entra ID). An app registration holds delegated or application (app-only) scopes such as Sites.Read.All, Sites.ReadWrite.All, Sites.Selected, Sites.Manage.All, or Sites.FullControl.All, plus Files.ReadWrite.All for drive content; application permissions require tenant admin consent.
Change detection
Delta query (pull) tracks created, updated, and deleted list items (/lists/{id}/items/delta) and drive items (/drives/{id}/root/delta) since the last deltaLink; change-notification subscriptions (push webhooks) POST near-real-time notifications for list and drive/root changes to a notification URL and must be renewed before they expire. Classic SharePoint list webhooks are also available.
Capabilities
read · write · webhooks
Rate limits
SharePoint Online throttles per app, returning HTTP 429 (or 503) with a Retry-After header in seconds and IETF RateLimit-Limit, RateLimit-Remaining, and RateLimit-Reset headers; throttled requests still count toward limits, so clients honor the greater of Retry-After and RateLimit-Reset with exponential backoff.

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

    Choose tables

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

Sharepoint 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
SOC 2 Type II
ISO 27001
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GDPR
CCPA
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 427 integrations available for Sharepoint and ZoomInfo.

Popular · 7 of 427
All Sharepoint integrations All ZoomInfo integrations Browse all integrations
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