Real-time
Real-time sync
Changes in Smartsheet or ZoomInfo instantly reflect in both systems. No stale data, no manual imports.
Business productivity ⇄ CRM
Smartsheet to ZoomInfo integration — real-time data sync
Keep Smartsheet 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 Smartsheet and ZoomInfo
Flow ZoomInfo data into Smartsheet 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 Smartsheet, so Smartsheet 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 Smartsheet 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 Trigger downstream actions in an operational database when a Row's status Cell changes, using sheet webhooks for near-real-time updates.
- 02 Two-way sync a project-tracker Sheet's Rows with a Postgres table so engineering works in SQL while project managers stay in Smartsheet.
- 03 Align CRM account hierarchies with ZoomInfo's corporate hierarchy data.
- 04 Enrich CRM accounts and contacts on a schedule so firmographics, titles, and phone numbers stay current.
Common sync patterns
Where Smartsheet supplies contact or company data
Enriched fields land directly on records in ZoomInfo, and refreshes keep them from going stale.
Where Smartsheet can store CRM context: fields kept current
Owner, lifecycle stage, or account details from ZoomInfo sync into Smartsheet, so people working there have the context without switching tools.
What you can sync between Smartsheet 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.
| Smartsheet objects | ZoomInfo objects | How this pairing syncs | |
|---|---|---|---|
| Attachments Files linked to rows or sheets; posting one carries a 10x rate cost, so bulk file sync is throttled to 30 per minute. | Technographics Technology install data per company, used for segmentation and territory planning. | Attachments is specific to Smartsheet and Technographics to ZoomInfo — each maps to any object or custom field on the other side. | |
| Discussions and Comments Threaded comments on rows and sheets; read out to sync collaboration history or activity into another system. | Company Hierarchies Parent and subsidiary linkage used to align CRM account hierarchies. | Discussions and Comments is specific to Smartsheet and Company Hierarchies to ZoomInfo — each maps to any object or custom field on the other side. | |
| Users and Groups Account membership and sharing; synced to keep an HR or identity source aligned with sheet and workspace access. | Company Profiles Firmographic records covering industry, size, revenue, and location, matched against CRM accounts. | Users and Groups is specific to Smartsheet and Company Profiles to ZoomInfo — each maps to any object or custom field on the other side. | |
| Sheets The core container; each sheet has typed columns, rows, and a modifiedAt stamp. Stacksync treats a sheet as a table and syncs its rows two-way. | Contact Profiles Person records with title, email, phone, and company linkage, used to enrich leads and contacts. | Sheets is specific to Smartsheet and Contact Profiles to ZoomInfo — each maps to any object or custom field on the other side. | |
| Rows Records inside a sheet, each with createdAt/modifiedAt and cells keyed by columnId; the primary unit synced to and from external tables. | Intent Signals Company-level topic scores indicating in-market buying behavior. | Rows is specific to Smartsheet and Intent Signals to ZoomInfo — each maps to any object or custom field on the other side. | |
| Columns Define sheet schema and cell type (TEXT_NUMBER, DATE, CONTACT_LIST, PICKLIST, CHECKBOX); read via the API so field mappings can be generated. | Scoops Event-driven signals such as leadership changes, funding rounds, and new projects. | Columns is specific to Smartsheet and Scoops to ZoomInfo — each maps to any object or custom field on the other side. |
How changes propagate between Smartsheet 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.
Smartsheet ZoomInfo Sub-second propagation
DetectionSmartsheet notifies Stacksync of record changes through webhook events. Sheet-scoped webhooks subscribed to *.* events notify on row and cell changes.
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 Smartsheet records.
ZoomInfo Smartsheet 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 Smartsheet through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Smartsheet: 300 requests per minute per access token; heavy calls like posting attachments cost 10x (30/min). A 429 returns errorCode 4003, back off ~60s.
- ZoomInfo: Usage is metered by credits and contract-based limits rather than a single public rate limit.
What ships with Smartsheet ⇄ ZoomInfo
Connect Smartsheet and ZoomInfo for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Smartsheet–ZoomInfo connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Smartsheet 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 Smartsheet or ZoomInfo record.
Observability
Monitoring
Track your Smartsheet ⇄ ZoomInfo sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Smartsheet and ZoomInfo.
How the Smartsheet and ZoomInfo connectors work
Smartsheet
- Integration surface
- REST API (v2.0)
- Authentication
- OAuth 2.0 authorization-code flow, or a raw/personal API access token passed as a Bearer header
- Change detection
- Sheet-scoped webhooks subscribed to *.* events notify on row and cell changes; otherwise polling on sheet and row modifiedAt timestamps
- Capabilities
- read · write · webhooks
- Rate limits
- 300 requests per minute per access token; heavy calls like posting attachments cost 10x (30/min). A 429 returns errorCode 4003, back off ~60s.
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 Smartsheet 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 Smartsheet 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.
Smartsheet
connected
ZoomInfo
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Smartsheet 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 · Smartsheet ⇄ 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.
Smartsheet ZoomInfoCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Smartsheet and ZoomInfo integration FAQ
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Yes. Stacksync provides a managed, real-time integration between Smartsheet 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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Change detection on Smartsheet: Sheet-scoped webhooks subscribed to *.* events notify on row and cell changes; otherwise polling on sheet and row modifiedAt timestamps. On ZoomInfo: Scheduled re-enrichment and polling; the platform is primarily a lookup and enrichment source, not an event stream. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the Smartsheet side: Cells, Reports, Attachments, Discussions and Comments, plus custom fields where Smartsheet exposes them. On the ZoomInfo side: Company Profiles, Contact Profiles, Intent Signals, Scoops. Stacksync auto-detects both schemas and converts types between the two systems.
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ZoomInfo is a read-only source, so this integration runs one-way: Stacksync reads from ZoomInfo in real time and delivers into Smartsheet. Field mapping and monitoring work the same as for two-way pairs.
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Common patterns for Smartsheet and ZoomInfo: Where Smartsheet supplies contact or company data; Where Smartsheet can store CRM context: fields kept current. Enriched fields land directly on records in ZoomInfo, and refreshes keep them from going stale.
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Smartsheet: REST API (v2.0). Authentication: OAuth 2.0 authorization-code flow, or a raw/personal API access token passed as a Bearer header. 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.
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
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