Overview
ZoomInfo provides detailed contact data such as email, phone number, job title, company size, industry, and more.
You can use it to enrich your leads — filling in missing details or appending extra information based on their email address. This helps improve lead quality, scoring, routing, and personalisation in your sales and marketing.
In this guide, you’ll learn how to set up automated ZoomInfo contact enrichment in your Convertr campaign.
Please note:
- This feature uses a bring-your-own-license model. You’ll need to provide your ZoomInfo access details to use it.
- Now available in the Enrichment tab (previously Initial Enrichment).
Adding ZoomInfo Contact Enrichment Job
To add the ZoomInfo Contact Enrichment job to your campaign:
- Go to Processr > Enrichment tab.
- Click Add to create a new job.
- From the dropdown, select ZoomInfo - Contact Enrichment.
- Complete the configuration sections as shown below and click Save.
Configuring ZoomInfo Contact Enrichment Job
Access Configuration
To connect Convertr to ZoomInfo, you’ll need your ZoomInfo Username, Client ID, and Private Key.
Generate your Client ID and Private Key:
- Log in to ZoomInfo.
- In the Admin Portal, go to API > Generate New Key.
- Copy your Client ID and Private Key.
Please note: You must have API access permissions in ZoomInfo to generate keys.
Enter credentials in Access Configuration:
- ZoomInfo Username → the username you use to log in.
- ZoomInfo Client ID → paste the Client ID you generated.
- ZoomInfo Private Key → paste the full Private Key exactly as provided, including the -----BEGIN PRIVATE KEY----- and -----END PRIVATE KEY----- lines and everything in between (with spaces and line breaks).
Example:
Please note: The values shown are sample only and provided for demonstration.
Fields
In this section, you can configure how ZoomInfo fields map to your Convertr lead fields.
By default, all available ZoomInfo fields are pre-selected with suggested Convertr lead fields that suit most common campaign setups. You can adjust this list to better fit your needs:
- Remove the fields that you don't need. You can re-add them later with the Add button.
- On the right side, adjust the lead field names:
- Select an existing lead field from the list. The field will only be populated if it was empty in the submitted lead.
- Type a new lead field name. This will be added to the lead once enriched.
Please note: When typing a new field name, the dropdown may show “No results found.” This is expected. After you finish typing, click outside the field — the name you entered will be saved as the new lead field. After lead is processed, this new lead field will be appended to the lead.
Filling Gaps
Use ZoomInfo Contact Enrichment to convert incomplete leads from live events or email-only forms into fully actionable contacts.
In this case, map ZoomInfo fields to your existing lead fields. Values from ZoomInfo will only be applied if the original lead didn’t have them.
Example: Filling in job titles
- Map the Job Title field to your lead’s title field.
- If the original lead included a title, that value will be preserved.
- If no title was supplied, the ZoomInfo value will be added automatically.
Adding New Data
Use ZoomInfo Contact Enrichment to add extra information that wasn’t present in the original lead.
In this case, type in new lead field names and map them to ZoomInfo fields. These fields will always be populated with values from ZoomInfo.
Example: Adding primary industry
- Map ZoomInfo’s Primary Industry 1 field to a new lead field, e.g. industry.
- The first value from the list of primary industries provided by ZoomInfo will be added to the lead as a new industry field.
Testing the Setup
To verify your configuration:
- Submit a test lead to your campaign.
- Open the Leads tab of your campaign.
- Click View to open the lead details.
- Confirm that the lead has been updated with information from ZoomInfo. Example:
Understand Your Enriched Data
To see exactly what ZoomInfo added to a lead:
- Go to the Processr Log tab in the lead view.
- Look for the ZoomInfo Contact Enrichment job entries.
- Review the log to see which fields were filled, appended, or skipped. Example:
Troubleshooting
If you don’t see any enriched data in your lead, ZoomInfo access may not be configured correctly.
To troubleshoot:
- Go to the Processr Log tab in the lead view.
- Check the ZoomInfo Contact Enrichment job logs for any errors.
- Re-enter your credentials in the Access Configuration section of the ZoomInfo Contact Enrichment job. Make sure to copy your Username, Client ID, and Private Key exactly as provided by ZoomInfo.
If the issue persists, please contact our support team.
Complex Setup
Contact our support team for assistance with complex setups.