The Onboarding Guide to ZoomInfo Engage

Now that you’re on ZoomInfo Engage, it’s time to integrate it with your team’s current tech tools. These systems will push and pull information from one another to create a clear picture of your activity. 

Set Up Engage Account

As you set up your Engage account, you'll need to get the basics out of the way. Click below to learn how to:

Set Up Engage Dialer

Once you’ve completed the basic steps, you’ll need to set up your Engage dialer. This will enable you to build and execute call campaigns quickly for any group of contacts. Check out the process below. 

Sync ZoomEngage with ZoomInfo

The best part of buying ZoomInfo Engage is the seamless integration with ZoomInfo. Below are steps on how to set up and use both systems together.

The final step is to get comfortable with the performance dashboard. Below is the Scribe that breaks down the dashboard you’ll see when you log in.

Now that you have your ZoomInfo Engage account set up, you can run email cadences, host call campaigns and, most importantly, keep track of your outreach. 🥳

Have questions/comments? Connect with us at [email protected].