iopzy.blogg.se - Zoom info integration

Also included in the left navigation are links to the ZoomInfo app and Knowledge Center. The app for Dynamics includes custom forms with the ZoomInfo iframe built into account, contact, and lead forms. Through the Dynamics 365 app center: The ZoomInfo app is available as part of Dynamics 365 published apps.You can access the ZoomInfo app in the following ways:

You have a license to use the ZoomInfo app.

The ZoomInfo app is installed on your Dynamics 365 Sales organization.

More information: Dynamics 365 Sales pricingĪny primary sales role, such as salesperson or sales managerīefore you start, be sure you've met the following prerequisites: License and role requirements Requirement typeĭynamics 365 Sales Premium or Dynamics 365 Sales Enterprise

Update data on existing leads, contacts, and accounts.

Find and import B2B account, contact, and lead information.The ZoomInfo app for Dynamics 365 helps sales teams accelerate business growth with accurate contact and account information in their preferred Dynamics 365 Sales workflows.Īs a seller or sales manager, you can do the following tasks using ZoomInfo data in Dynamics 365 Sales: