ZoomInfo (Beta) connection in Jitterbit Studio

Introduction

A ZoomInfo (Beta) connection, created using the ZoomInfo (Beta) connector, establishes access to ZoomInfo. Once a connection is configured, you can create instances of ZoomInfo (Beta) activities associated with that connection to be used either as sources (to provide data in an operation) or as targets (to consume data in an operation).

Create or edit a ZoomInfo (Beta) connection

A new ZoomInfo (Beta) connection is created using the ZoomInfo (Beta) connector from one of these locations:

• The design component palette's Project endpoints and connectors tab (see Design component palette).
• The Global Endpoints page (see Create a global endpoint in Global Endpoints).

An existing ZoomInfo (Beta) connection can be edited from these locations:

• The design component palette's Project endpoints and connectors tab (see Design component palette).
• The project pane's Components tab (see Component actions menu in Project pane Components tab).
• The Global Endpoints page (see Edit a global endpoint in Global Endpoints).

Configure a ZoomInfo (Beta) connection

Each user interface element of the ZoomInfo (Beta) connection configuration screen is described below.

• Connection name: Enter a name to use to identify the connection. The name must be unique for each ZoomInfo (Beta) connection and must not contain forward slashes / or colons :. This name is also used to identify the ZoomInfo (Beta) endpoint, which refers to both a specific connection and its activities.

• Authentication: Select the method of authentication, either Client Credentials Flow or Authorization Code Flow.

  • Authorization Code Flow: Select this option to use 3-legged OAuth 2.0 (3LO) for authentication. For important notes on access token and refresh token behavior, see Important notes.

    • OAuth application: Select a ZoomInfo connector application configured in the Management Console App Registrations page. For more information on configuring a ZoomInfo connector application in the App Registrations page, refer to the ZoomInfo (Beta) 3-legged OAuth 2.0 (3LO) prerequisites.

    • Log in with ZoomInfo: Click to authenticate through ZoomInfo in a separate browser tab and provide consent for Jitterbit to access the ZoomInfo application.

  • Client Credentials Flow: (Default.) Select this option to authenticate using an application client ID and secret (machine-to-machine authentication):

    • Client ID: Enter your application client ID obtained from the ZoomInfo Developer Portal.

    • Client secret: Enter your application client secret obtained from the ZoomInfo Developer Portal.

    • Scope: Enter a space-delimited list of OAuth 2.0 scopes that determine what data your credentials can access. For a list of available scopes, see ZoomInfo OAuth 2.0 scopes. If left blank, all scopes are considered for your credentials by default.

• Use Proxy Settings (Private Agent Only): When using a private agent, this setting can be selected to use private agent proxy settings.

• Test: Click to verify the connection using the specified configuration. When the connection is tested, the latest version of the connector is downloaded by the agent(s) in the agent group associated with the current environment. This connector supports suspending the download of the latest connector version by using the Disable Auto Connector Update organization policy.

• Save Changes: Click to save and close the connection configuration.

• Discard Changes: After making changes to a new or existing configuration, click to close the configuration without saving. A message asks you to confirm that you want to discard changes.

• Delete: After opening an existing connection configuration, click to permanently delete the connection from the project and close the configuration (see Component dependencies, deletion, and removal). A message asks you to confirm that you want to delete the connection.

Next steps

After a ZoomInfo (Beta) connection has been created, you place an activity type on the design canvas to create activity instances to be used either as sources (to provide data in an operation) or as targets (to consume data in an operation).

Menu actions for a connection and its activity types are accessible from the project pane and design component palette. For details, see Actions menus in Connector Basics.

These activity types are available:

• Enrich: Retrieves enriched information about objects from ZoomInfo and is intended to be used as a source in an operation.

• Search: Retrieves objects from ZoomInfo and is intended to be used as a source in an operation.

• Lookup: Retrieves object field data from ZoomInfo and is intended to be used as a source in an operation.