Turn an inbound conversation into an Affinity record, with the notes already attached.
Get more done with Tidio and ZoomInfo integration
Enrich a Tidio chat with ZoomInfo company data so routing is not a guess.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
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Category
CRM
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and ZoomInfo
Know the company, not just the person
ZoomInfo fills in size, industry and location from the email domain, so the agent can see whether this chat is worth a sales handoff.
Route by who they work for
A chat from a large company can go straight to a senior agent or to sales, using the ZoomInfo size band rather than a hunch.
Check the stack before answering
ZoomInfo technographics say what the company already runs, which makes an integration question much easier to answer usefully.
Fill the CRM without asking
The ZoomInfo fields written from the chat mean sales does not open a record with one email address and no context.
Overview
ZoomInfo knows the company behind an email domain: size, industry, technologies, sometimes the org chart. A chat usually starts with a first name and a question. Connect ZoomInfo and Tidio with Zapier, Make or the Tidio API and the visitor's company and size can appear in the panel, so an enterprise question does not get answered like a hobbyist one.
Key features
- Company data in the panel ZoomInfo returns size, industry and location in chat.
- Routing by firmographics A large account can be sent to a senior agent.
- Records enriched once The ZoomInfo fields are written to your CRM too.
- Domain based lookup Only the email domain is needed to start.
ZoomInfo
CRM
Tags
CRM
Contact Sync
How it works
Connect ZoomInfo in minutes
1
Connect ZoomInfo and Tidio with Zapier or the Tidio API
The ZoomInfo enrichment API takes a domain or an email and returns the company record. Call it from your automation tool or your own service.
2
Enrich on the domain, and cache it
Look the company up once per domain and store the result. ZoomInfo credits are metered, and the data does not change during a conversation.
3
Skip free mail domains
A personal address returns nothing useful. Check the domain first so you are not spending a lookup on every visitor.
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Frequently asked questions
Common questions about the ZoomInfo integration
Does enrichment cost per chat?
It can. ZoomInfo lookups are metered, so cache by domain and only enrich when the visitor gives a work address. Enriching every chat is how the credits vanish.
Should agents see everything ZoomInfo returns?
No. Company, size, industry and technologies are useful. Personal direct dials and colleague lists are not, and showing them in a support tool invites misuse.
Is this appropriate under privacy rules?
Enriching company data from a work domain is common practice, but it is still processing personal data. Keep it in your records of processing, and do not enrich private addresses.
Is the ZoomInfo integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the ZoomInfo integration.