Microsoft Dynamics 365
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Overview
ZoomInfo Experience
Data Features
Import: GTM STUDIO COPILOT ZI SALES Bring your CRM context into our platform to power features including Advanced Search Filters, Copilot Signals, automation, and scoring. (Overview | Implementation Guide | Connect)
Export: GTM STUDIO COPILOT ZI SALES Bring ZoomInfo’s Intelligence back to CRM through seller or automation initiated pushes. (Implementation Guide | Connect)
Data Management:GTM STUDIO COPILOT ZI SALES Take exports to the next level with complex CRM enrichment and deduplication. (Overview | Connect)
Data Management:
Dynamics Experience
Data Features
ZoomInfo API: GTM STUDIO COPILOT API ADD-ON Mutual customers and partners can develop Apps to pull ZoomInfo’s GTM Intelligence via API to power vendors like Dynamics. Visit docs.zoominfo.com to learn more.
iPaaS: GTM STUDIO COPILOT API ADD-ON ZoomInfo also has out-of-the-box integrations for the following integration-platform-as-a-service (iPaaS) vendors:
UI-Based Features
ZoomInfo Dynamics Native App: GTM STUDIO COPILOT ZI SALES Embed ZoomInfo’s UI into Dynamics to find the answers you need and update CRM from a single page (Implementation Guide | Connect)