ZoomInfo Enrich for HubSpot and Salesforce: Setup Guide

If you want CRM enrichment with a published price, Cleanlist AI (our product) enriches HubSpot and Salesforce records on its Pro plan. Start with CRM enrichment, or check the emails you already hold with the free email verifier. The steps are further down this page.

ZoomInfo Enrich at a glance

Everything below comes from ZoomInfo's Enrich for HubSpot and Enrich for Salesforce Integration Guides, read November 10, 2026.

Both are set up in ZoomInfo's Admin Portal under Integrations, Connect Enrich, by an admin who has full admin rights in the CRM and an Admin Portal seat in ZoomInfo.

How ZoomInfo Enrich works

Enrich runs the same four steps for every record, in either CRM:

1. Match. ZoomInfo matches the record to a ZoomInfo contact or company using a set of default fields for each object. You can add match fields on the Customize Match Inputs page, but you cannot remove or edit the defaults.
2. Check the accuracy score. For contacts and leads you can set a minimum accuracy score. A match below it is marked No Match, with the reason "Below selected Accuracy Score".
3. Map the fields. For each field you pick the ZoomInfo data point, the CRM field it fills and an update option: "Complete if missing", the default, or "Overwrite". ZoomInfo recommends Complete if missing on standard fields and Overwrite only on custom fields made for ZoomInfo.
4. Write the record. Enrich updates the record and stores the ZoomInfo Contact ID and Company ID, which ZoomInfo uses for matching and for charging.

When a person changes jobs

Scheduled jobs carry a setting called Person Has Moved, on by default. When ZoomInfo's data says a contact has left, the job updates the record to the new organization. If you map the Person Has Moved field, it reads Yes, No or Uncertain. Enrich does not move the contact to the new company in your CRM, so someone on your team has to review and fix those associations. ZoomInfo says most of that work lands on a job's first run.

Email quality on the Enrich dashboard

The Enrich dashboard, under Admin Portal, Usage, shows contacts and companies enriched, credits used, Bulk API and REST API calls, the contact match rate and the fields filled most. If you use NeverBounce, it grades emails as Valid, Invalid, Unverifiable, Disposable or Unknown. Records that need attention, such as duplicates, unmatched records and people who moved, sit in tabs you can export, up to 1,000 records per tab.

ZoomInfo Enrich for HubSpot: setup

ZoomInfo's HubSpot guide covers contacts and companies. ZoomInfo's own article on the integration says it "works with HubSpot's paid plans" and names the HubSpot Marketplace app "ZoomInfo Inbound Enrich".

1. Create the ID properties. As a HubSpot admin, create the single-line text properties ZoomInfo Contact ID and ZoomInfo Company ID on contacts, and ZoomInfo Company ID on companies. ZoomInfo also recommends a custom property for every ZoomInfo field you capture, grouped as "ZoomInfo Properties", so you do not risk losing existing data.
2. Make a list to track enrichment. An active list where ZoomInfo Contact ID is known, or ZoomInfo Company ID is known, shows every contact Enrich has touched.
3. Build the list to enrich. For scheduled contact jobs, make a static or active HubSpot list of the contacts you want enriched.
4. Connect. In ZoomInfo, go to Admin Portal, Integrations, Connect Enrich, and click Connect on the HubSpot tile under Scheduled Enrich or Instant Enrich. Sign in as the HubSpot user dedicated to Enrich.
5. Add a scheduled job. Pick Companies or Contacts, set the frequency, the credit limit, the accuracy score and the Person Has Moved setting, choose the records, map the fields and click Verify and Save.
6. Turn on Instant Enrich. Pick contacts or companies, switch on the Instant Enrich toggle, map the fields and click Verify and Save. Contacts and companies are set up separately.

Two HubSpot limits to plan for. A company job that filters by criteria can enrich up to 10,000 companies per job, so larger sets need several rules. Instant Enrich uses 2 HubSpot API calls per record: one to read the record's fields and one to write the update.

If you also sync HubSpot with Salesforce, map the ZoomInfo Contact ID property to the ZoomInfo ID field on Salesforce leads and contacts, and do the same for companies, so the IDs follow the record. For HubSpot enrichment more broadly, see our HubSpot data enrichment guide.

ZoomInfo Enrich for Salesforce: setup

ZoomInfo's Salesforce guide covers leads, contacts and accounts, and adds features HubSpot does not get.

1. Install the app. From the Salesforce AppExchange, install "ZoomInfo - GTM Intelligence Platform" for all users, in production or a sandbox. The package adds the ZoomInfo Contact ID and Company ID fields. ZoomInfo warns that Enrich in a sandbox still charges bulk credits, so test in small batches.
2. Grant permissions. The Enrich user needs View Setup and Configuration, Customize Application, API Enabled, Apex REST Services, Create and Customize List Views, read and write access to accounts, contacts and leads, and field-level access to every mapped field.
3. Connect. In ZoomInfo, go to Admin Portal, Integrations, Connect Enrich, click Connect on the Salesforce tile, pick the environment and click Grant Access.
4. Add scheduled jobs. Pick Accounts, Contacts or Leads, then set the frequency, credit limit, batch size, accuracy score, Person Has Moved, the records (all, a list view or criteria), the mapping and the match inputs.
5. Set up Instant Enrich. From app version 1.51, Instant Enrich signs in with a self-signed certificate stored in Salesforce Named Credentials. The certificate expires after one year, and the guide says to create a new one and repeat the setup when it does. Version 1.50 used a private key stored on a custom object. Assign the ZoomInfo Limited Access permission set to users whose records should be enriched, then pick the object, add an optional SOQL filter, map the fields and save.

Batch size. Scheduled jobs read Salesforce records through the Bulk API in batches of 10,000 by default, with 1,000, 500 or 200 as options. Smaller batches use more API calls. Instant Enrich uses 2 API calls per record, the same as in HubSpot.

Salesforce-only features

• Export Buying Committee. On an account job, define the job titles, functions and management levels of your buying committee, and Enrich adds matching contacts to each account, up to 10 per account. Each contact exported or enriched costs a credit.
• ZoomInfo custom object. Turn on the custom object to keep every ZoomInfo field for a record in a related list, without mapping each one. ZoomInfo says this uses no additional credits. It needs app version 1.33 or later.
• Intent and Scoops. If your organization has ZoomInfo intent and Scoops data, an account job can write the past 30 days of both to custom objects on the account page. This uses separate API calls, can arrive after the job finishes, and is left out of the dashboard. Our ZoomInfo intent data guide covers which plans include intent.

For Salesforce enrichment more broadly, see our Salesforce data enrichment guide.

What ZoomInfo Enrich costs and which plans include it

ZoomInfo's integration guides say "ZoomInfo Enrich is a feature available for ZoomInfo Sales", and the Salesforce guide refers to organizations with "an Enrich subscription". ZoomInfo's pricing page, read November 10, 2026, lists three sales plans, ZoomInfo Professional, Copilot Advanced and Copilot Enterprise, with CRM integrations from Professional. It does not list Enrich, and it prints no price for any plan.

What the guides and the pricing page say about credits:

• Credits pay for data. The pricing FAQ says each export costs one credit and that packages include a set number of monthly credits.
• New records use credits. ZoomInfo's own article on the HubSpot integration says each new record enriched uses one credit.
• Scheduled jobs have a credit switch. "No limit", the default, enriches every record in the run and charges the credits. "Only Enrich records currently owned" enriches only records ZoomInfo already manages for you, with no credit charges. "Limit credits used per job run" stops at a cap and picks up the rest on the next run.
• Extras cost extra. Each buying committee contact is a credit, and a sandbox charges bulk credits like production.

Our ZoomInfo pricing guide collects buyer-reported contract figures and estimates for ZoomInfo's modules. Before you sign, ask for the Enrich credits in writing: how many a month, whether unused credits carry over, and what an extra credit costs.

What to expect from the data

Enrich fills a record only when ZoomInfo matches it. In our own 1,000-lead test in March 2026, ZoomInfo matched a work email for 84% of the leads and a mobile number for 67%, against 78% and 41% for Apollo. That test had no Cleanlist AI arm, and the method is in Apollo vs ZoomInfo. Records ZoomInfo cannot match show up as Unmatched on the dashboard.

ZoomInfo is also adding other sources. Its GTM Studio product page says GTM Studio, in early access, offers free waterfall enrichment from 25+ data providers for emails and mobile numbers that ZoomInfo does not already have. The Enrich guides do not mention it, so ask whether it applies to your CRM jobs.

Enrich, the API or the MCP server?

Enrich is ZoomInfo's managed route into HubSpot and Salesforce: you map fields and set schedules, and ZoomInfo runs the jobs. To enrich records in your own systems, or in a CRM Enrich does not support, use the API. Our ZoomInfo API guide covers the enrich endpoints, rate limits and GTM.AI's published credit prices. For lookups inside Claude or ChatGPT, see our ZoomInfo MCP server review.

CRM enrichment with Cleanlist AI, step by step

The job Enrich does, filling and refreshing CRM records, is one Cleanlist AI does too, with prices on the website.

Cleanlist AI (our product)

Disclosure. We make Cleanlist AI. Its 98% verified email and 85% direct dial figures come from our own 500-lead benchmark, which named no other vendor.

On Pro and Enterprise, Cleanlist AI writes enriched records to HubSpot and Salesforce and imports from them on a schedule. Each record runs through 25+ data providers in sequence until one returns a verified result.

Here is the job, step by step, with what each step costs:

1. Connect your CRM. On Pro, connect HubSpot or Salesforce. The 14-day Pro trial includes every Pro feature except API keys and the dialer.
2. Pick the records. Import a list, or the records your team works, rather than the whole database. Smaller, current lists cost less.
3. Check what you already have. Run existing emails through validation at half a credit each, or try the free email verifier, which gives 2 checks per IP every 30 days.
4. Enrich. A verified work email is 1 credit, a phone number 10 and both 11. A lookup that finds nothing costs nothing.
5. Write back. The verified results go to the records in HubSpot or Salesforce, and the import runs again on a schedule to keep them current.
6. Add new people. For accounts with no contacts yet, search People Search by company with a department and a seniority. Searching costs 0 credits.

What it costs: Pro is $89 a seat a month, or $67 billed annually, with 1,500 credits a seat in one shared balance, and Pro offers monthly credit levels up to 100,000. Every new workspace starts with a 14-day Pro trial with up to 3 seats and 250 credits, plus 100 more when you register with a work email, and a card is required. CRM sync starts on Pro; Starter is $49 a seat a month and the Free plan keeps 50 credits a month. More on the CRM enrichment page.

How we test. We publish our tests. On a 100-lead test, Cleanlist AI returned a verified email for 98% of leads and a phone number for 85%, against about 80% and 45% for Apollo. It returned 98% verified work emails and 85% phone numbers on the Cleanlist AI 500-Lead Enrichment Benchmark, which is our own test run on a 500-lead sample. The 1,000-lead test above covered ZoomInfo and Apollo only. The methods are in our accuracy benchmark write-up.

Mapping Cleanlist AI fields to HubSpot contact properties during an export

For keeping a CRM clean once it is enriched, see our CRM data management guide.

Frequently asked questions

What is ZoomInfo Instant Enrich?

Instant Enrich adds ZoomInfo data to new CRM records as they are created. In HubSpot it covers contacts and companies, and in Salesforce leads, contacts and accounts, each switched on separately. It uses 2 CRM API calls per record, and in Salesforce you can limit it with a SOQL filter.

What is the difference between Instant Enrich and Scheduled Enrich?

Instant Enrich works on new records the moment they are created. Scheduled Enrich runs jobs on existing records at the frequency you set, starting at 12:00 AM ET, with options to cap credits, filter records and handle people who changed jobs.

Does ZoomInfo Enrich work with HubSpot's free CRM?

ZoomInfo's own article on the integration says it works with HubSpot's paid plans. An agency post from 2023 said any HubSpot version worked, so confirm with ZoomInfo for your HubSpot account before you buy.

How much does ZoomInfo Enrich cost?

ZoomInfo publishes no Enrich price. Its guides call Enrich a feature of ZoomInfo Sales, its article says each new record enriched uses a credit, and scheduled jobs can be limited to records you already own, which uses no credits. Ask for the credit allowance in writing.

Does ZoomInfo Enrich overwrite my CRM data?

Only if you choose Overwrite for a field. The default update option is Complete if missing, which fills empty fields only, and ZoomInfo recommends keeping it on standard fields.

Is ZoomInfo Enrich the same as the ZoomInfo API?

No. Enrich is a managed integration for HubSpot and Salesforce that you configure in ZoomInfo's Admin Portal. The API lets you call ZoomInfo's enrich endpoints from your own code, with its own credit rules.