ZoomInfo
Salesforce18 of the 37 columns in a ZoomInfo export, mapped into 17 Salesforce Leads fields under Salesforce's own names.
14 of the 37 columns in a ZoomInfo export, mapped into 12 Salesforce Contacts fields under Salesforce's own names.
Free · 20 KB · Excel 365 or Google Sheets
Free · 19 KB · Excel 365 or Google Sheets
Check your ZoomInfo export first
Built on ZoomInfo’s export columnsChecked against Salesforce’s import rulesUpdated October 3, 2026
ZoomInfo splits numbers across Direct Phone and Company HQ Phone.
The template Phone takes the first of Direct Phone and Company HQ Phone that has a value.
ZoomInfo's export has no lead source or lead status column. Lead Status is a picklist: a value that isn't in it goes in as it is, unless the picklist is restricted, when the field gets its default.
The template sets Lead Source to ZoomInfo and Lead Status to Open - Not Contacted on every row. Change either, or drop them, before you import if your process differs.
This template gives Job Function, Management Level and Department no Salesforce field of their own.
The template writes them into Description, each with its label, and leaves empty ones out.
ZoomInfo splits numbers across Direct Phone and Company HQ Phone.
The template Phone takes the first of Direct Phone and Company HQ Phone that has a value.
This template gives Job Function and Management Level no Salesforce field of their own.
The template writes them into Description, each with its label, and leaves empty ones out.
Looks for the 18 columns this template reads, and what Salesforce would skip.
Drop your ZoomInfo CSV here
Runs in your browser. Nothing is uploaded, and results are counts only.
Looks for the 14 columns this template reads, and what Salesforce would skip.
Drop your ZoomInfo CSV here
Runs in your browser. Nothing is uploaded, and results are counts only.
Step 1Export from ZoomInfoZoomInfo's help center, including the article below, needs a ZoomInfo login, so these steps may be labeled differently in your account.
Each person record exported uses one export credit.
Re-exporting a record you bought in the last 6 months does not use another credit.
ZoomInfo: Export contacts from the prospecting tool (ZoomInfo login needed)Works in Excel for Microsoft 365 and Google Sheets. Excel 2019 and older, Apple Numbers and LibreOffice can't run the formulas this file uses.
Step 3Import into SalesforceFixes the capitals in names, formats phone numbers, standardizes countries, removes duplicate and blank rows, which the Excel file leaves to you. On every plan. Email verification, a check against your Salesforce records and dropdowns, and the push, from Starter.
Use this template in OperelioStep 1Export from ZoomInfoZoomInfo's help center, including the article below, needs a ZoomInfo login, so these steps may be labeled differently in your account.
Each person record exported uses one export credit.
Re-exporting a record you bought in the last 6 months does not use another credit.
ZoomInfo: Export contacts from the prospecting tool (ZoomInfo login needed)Works in Excel for Microsoft 365 and Google Sheets. Excel 2019 and older, Apple Numbers and LibreOffice can't run the formulas this file uses.
Step 3Import into SalesforceFixes the capitals in names, formats phone numbers, standardizes countries, removes duplicate and blank rows, which the Excel file leaves to you. On every plan. Email verification, a check against your Salesforce records and dropdowns, and the push, from Starter.
Use this template in OperelioLast Name comes from ZoomInfo's Last Name column; Company comes from ZoomInfo's Company Name column. The checker above counts the rows with Last Name or Company blank.
Into Description on each lead, labeled like "Job function: Operations | Management level: C-Level | Department: Operations".
A freshly sourced ZoomInfo list is a new lead from ZoomInfo, so the template sets Lead Source to ZoomInfo and Status to Open - Not Contacted on every row. Open - Not Contacted is Salesforce's standard new-lead status. If your org renamed its Lead Status picklist, change the value in the column mapper to match before you run the job.
Last Name comes from ZoomInfo's Last Name column. The checker above counts the rows with Last Name blank.
Into Description on each contact, labeled like "Job function: Operations | Management level: C-Level".
Contacts are the right destination when the person already belongs to an account you work, or when your team skips the Lead object. If you're importing cold prospects, the ZoomInfo to Salesforce Leads template is the better fit for that. Both ship so you can pick at the destination picker.
Duplicates and undoing an import: Salesforce import questions.
The row above is made up. Help pages read September 28, 2026:
Upload your ZoomInfo export and download a file Salesforce can import. No credit card needed. The push into Salesforce is from Starter.
