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How to Enrich Your CRM Database with Sugar and ZoomInfo

by Mihaela Bulacu on August 4, 2020

5 minute read

Sourcing CRM data from Leads, Contacts, and Accounts never comes as an easy task. Usually, you either have to attend events or find a reliable B2B database packed with accurate information of valid companies, contacts, or leads. 

However, technology offers a more accessible and straightforward method of sourcing CRM data. 

ZoomInfo is a B2B database that allows you to find Lead, Contact, and Account information based on an extensive series of filters that match your customer profile, and export those to your CRM. All this data can be used in your future marketing attempts, be those email campaigns or other nurture methods. 

The ZoomInfo to Sugar Integration allows you to upload the Contacts, Leads, and Accounts that match your customer profile into Sugar. Let’s take a closer look at its functionality!

Filter and Field Mapping Preferences

Before starting to use your ZoomInfo to Sugar integration, you need to configure your export and mapping options. The Export Preferences section of the Admin Portal page allows you to configure how records will be exported to your CRM — either as Leads, Contacts or Accounts.

Before using the ZoomInfo to Sugar integration, you must set up your user preferences.

In this section, you can configure how each record will be uploaded to Sugar, if you allow duplicate records or not, or if records should be updated if exported multiple times. Here you can also set up how many records per export are allowed into your SugarCRM, up to 25 at a time.

The Mapping section lets you map the fields you want exported to Sugar, so you can ensure that all data is correctly and accurately loaded into your CRM.

Map out the fields that will be exported to Sugar.

If you need to filter records coming from ZoomInfo using a certain field in Sugar, you can set fixed values to fields when exporting ZoomInfo data to your CRM.

You can also add Fixed Value fields.

In the example above, we set the Lead Source Sugar value to the ZoomInfo fixed value. In this case, filtering our Sugar Leads depending on their source will be significantly easier. 

Once you finish setting up these configurations, you can start searching for leads to keep the sales funnel going, and start nurturing them using tailor-made campaigns built in marketing automation software such as Sugar Market.

Filter and Search for Leads, Contacts, or Accounts

ZoomInfo features multiple filters you can apply, for highly accurate business Contact or Company profiles. On the left-side panel of the interface, you will find filters for data accuracy, Company profile, Contact profile, and more. Each filter type offers you a multitude of options to choose from.

To ensure that you only source contact information from reliable and trustworthy companies, the Certified Companies Only checkbox allows you to only source and export data from active companies so you don’t waste time and resources on leads that are no longer relevant.

The available filters allow you to find relevant data.

You also have the option to filter the results depending on the industry, company size, funding method, and more. Once you finish applying filters, you can quickly export your lead database.

Export Leads and Contacts Straight into Sugar

With the ZoomInfo to Sugar Integration, you have the ability to export the company or contact profiles straight into your Sugar Leads, Contacts, or Accounts modules.

You can quickly export Contact Information into Sugar.
Or you can export Company information into Sugar.

In record view, you will have quick access to your ZoomInfo lead’s company details, level of qualification, and more.

Sugar's record view will offer access to all the relevant information associated to your ZoomInfo exports.

Final Thoughts

The ZoomInfo to Sugar Integration is the perfect tool to use when you want to enrich your CRM database with reliable and accurate information of Leads, Contacts, and Accounts. Use this data for targeted marketing campaigns, cold calls, and more!

Meanwhile, if you want to learn how the ZoomInfo to Sugar Integration has helped us generate more CRM data, get in touch with us!

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