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Implementing ZoomInfo with Microsoft Dynamics CRM integration

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Implementing ZoomInfo with Microsoft Dynamics CRM integration

Has anyone implemented ZoomInfo and integrated with Microsoft Dynamics CRM? We are trying to create the new ZoomInfo fields for the FormComplete product where all new leads coming in will pull lead information from ZoomInfo's database. The API name for each field needs to match exactly what ZoomInfo's API name for each field and our CRM will not create fields without an underscore. For example the API name needs to say ziPersonJobFunction but when we create it in CRM, it says zi_PersonJobFunction. Has anyone found a workaround for this?

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Re: Implementing ZoomInfo with Microsoft Dynamics CRM integration

The Marketo API name doesn't need to match ZoomInfo's name for the field.

That's exactly what webhook response mappings are for: for mapping a source field name + value from the webhook to a target field name in Marketo.  The source and target do not need to be the same, in fact it is expected that they may be drastically different.

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Re: Implementing ZoomInfo with Microsoft Dynamics CRM integration

Did you discuss this with ZoomInfo's tech person?

Re: Implementing ZoomInfo with Microsoft Dynamics CRM integration

I did and ZoomInfo said integrations are out of their scope so I need to work with someone at Marketo. I am getting consulting hours to help with this and a few other integration related issues, but I thought I'd ask the Community to see if anyone has solved this issue before.

Re: Implementing ZoomInfo with Microsoft Dynamics CRM integration

The Marketo API name doesn't need to match ZoomInfo's name for the field.

That's exactly what webhook response mappings are for: for mapping a source field name + value from the webhook to a target field name in Marketo.  The source and target do not need to be the same, in fact it is expected that they may be drastically different.

View solution in original post

Re: Implementing ZoomInfo with Microsoft Dynamics CRM integration

Thank you! I was able to confirm this with ZoomInfo.