Guide to Importing and Tagging Leads using ZoomInfo and Salesloft
Benjamin Johnson
47 steps
4 minutes
Zoominfo
Salesloft
Salesforce
1
Navigate to [https://app.zoominfo.com/#/apps/home-page](https://app.zoominfo.com/#/apps/home-page)
2
Click "Advanced Search"
3
Click "Lists"
4
Click "Redeem"
5
Click "OK"
6
Click here.
7
Click here.
8
Click "Upload Lists"
9
Click "Contacts"
10
Click "Next"
11
Click "My Lists"
12
Click "10"
13
Click "Next"
14
Click "Next"
15
Click "Select a Field"
16
Click "Person Street"
17
Click here.
18
Click "Person City"
19
Click "Submit"
20
Click "Open List"
21
Click "Jeff Schultz Quick View"
22
Click here.
23
Click here.
24
Click here.
25
Click here.
26
Click here.
27
Click here.
28
Click here.
29
Click here.
30
Click here.
31
Click here.
32
Click here.
33
Click "As Lead"
34
Click "Continue"
35
Click "1 lead was created"
36
Click "Import to Salesloft"
37
Click "Finish Import"
38
Click here.
39
Click here.
40
Click the "Create or Search Tags" field.
41
Type "ZoomInfo"
42
Click "Create ZoomInfo"
43
Type "Lead"
44
Click "Lead"
45
Type "Special"
46
Click "Create Special"
47
Click "Update"
Guide to Importing and Tagging Leads using ZoomInfo and Salesloft
Benjamin Johnson
47 steps
4 minutes
Zoominfo
Salesloft
Salesforce
1
Navigate to [https://app.zoominfo.com/#/apps/home-page](https://app.zoominfo.com/#/apps/home-page)
2
Click "Advanced Search"
3
Click "Lists"
4
Click "Redeem"
5
Click "OK"
6
Click here.
7
Click here.
8
Click "Upload Lists"
9
Click "Contacts"
10
Click "Next"
11
Click "My Lists"
12
Click "10"
13
Click "Next"
14
Click "Next"
15
Click "Select a Field"
16
Click "Person Street"
17
Click here.
18
Click "Person City"
19
Click "Submit"
20
Click "Open List"
21
Click "Jeff Schultz Quick View"
22
Click here.
23
Click here.
24
Click here.
25
Click here.
26
Click here.
27
Click here.
28
Click here.
29
Click here.
30
Click here.
31
Click here.
32
Click here.
33
Click "As Lead"
34
Click "Continue"
35
Click "1 lead was created"
36
Click "Import to Salesloft"
37
Click "Finish Import"
38
Click here.
39
Click here.
40
Click the "Create or Search Tags" field.
41
Type "ZoomInfo"
42
Click "Create ZoomInfo"
43
Type "Lead"
44
Click "Lead"
45
Type "Special"
46
Click "Create Special"
47
Click "Update"
