Integrations
How-to articles for Integrations in GTM One, from the ZoomInfo knowledge base.
Andres PerezSenior Director, Product ManagementStep-by-step help for Integrations in GTM One.
How to Connect Email and Calendar for Your Team as an AdminLearn where team-wide Google and Microsoft 365 email and calendar connections appear and how an admin removes one.How to Connect GTM One to the AI Emailer and DialerLearn how to connect the AI Emailer and Dialer and export contacts to it from GTM One.How to Connect Your CRM to GTM OneLearn how GTM One uses your CRM connection and how to connect a CRM.How to Connect, Reconnect or Disconnect an Integration in GTM OneLearn how to connect an app to GTM One, sign in again when a connection stops working, and disconnect it.How to Manage Data Sharing Settings as an AdminLearn how admins choose which integrations share data to improve ZoomInfo products.How to Map ZoomInfo Fields to Your CRM Fields as an AdminLearn how admins choose which CRM field receives each ZoomInfo field when records are exported.How to Match ZoomInfo Users to CRM Users as an AdminLearn how admins check and fix which CRM user each ZoomInfo user is matched to.How to Set CRM Export Settings for Your Organization as an AdminLearn how admins decide what their team can export to a CRM and how duplicates are handled.How to Set the Default CRM Connection When You Have More Than One as an AdminLearn how admins choose which of several shared connections to the same CRM is the default.How to Set Up a Shared CRM Connection for Your Team as an AdminLearn how admins connect a CRM once for the whole team and change the account behind it.Troubleshooting API Key and Credential Connection Errors as an AdminLearn what to do when an integration that connects with an API key, client credentials or a Google service account will not connect or disconnect.Troubleshooting CRM Connection Issues in GTM OneLearn how to fix CRM data delays and missing CRM export options in GTM One.Troubleshooting CRM Export Errors in GTM OneLearn what each CRM export message in GTM One means and how to get the export through.Troubleshooting Integration Access and Permission Errors in GTM OneLearn what the sign-in and permission messages on integration pages mean and how to get access back.Troubleshooting Integration Connect and Disconnect Errors in GTM OneLearn how to fix an integration that will not connect, has stopped working or still looks broken after you reconnect it.Troubleshooting Shared CRM Connection and Field Mapping Errors as an AdminLearn how to fix the messages admins see when saving a shared CRM connection, user mapping, export settings or field mapping in the Admin Portal.