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Accounting and finance ⇄ CRM

Rillet to ZoomInfo integration — real-time data sync

Keep Rillet and ZoomInfo in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Migrated from Mulesoft
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Rillet and ZoomInfo

Sync customers, invoices, and payment status between Rillet and ZoomInfo in real time, so sales sees the money and finance sees the relationship.

ZoomInfo is a read-only source: Stacksync reads its data in real time and delivers it into Rillet, so Rillet always reflects the current state of ZoomInfo — without exports, scripts, or schedulers.

Finance and sales describe the same customers in different systems. ZoomInfo knows the relationship: who the contacts are and what is in motion with the account. Rillet knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.

Common use cases

  • Sync AR and collection status back to customer success tools ahead of renewals.
  • Keep customers and invoices aligned between Rillet and a CRM so finance and sales work from the same account records.
  • Feed technographic data into territory plans or scoring models in a warehouse.
  • Align CRM account hierarchies with ZoomInfo's corporate hierarchy data.

Billing detail changes flow back

When a contact or address is corrected in ZoomInfo, Rillet gets the update before the next invoice goes out.

Collections with context

Finance sees the account owner and relationship history from ZoomInfo when chasing a balance, and sales sees that the chase is happening.

Where ZoomInfo tracks deals: closed-won creates the finance record

A won opportunity creates or updates the customer in Rillet with the right billing details, so invoicing starts without re-keying.

What you can sync between Rillet and ZoomInfo

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Rillet objects ZoomInfo objects
Journal Entry Synced with incremental and full sync per the Stacksync docs. Intent Signals Company-level topic scores indicating in-market buying behavior.
Invoice Payment Synced with incremental and full sync per the Stacksync docs. Scoops Event-driven signals such as leadership changes, funding rounds, and new projects.
Charge Synced with incremental and full sync per the Stacksync docs. Technographics Technology install data per company, used for segmentation and territory planning.
Reimbursement Synced with incremental and full sync per the Stacksync docs. Company Hierarchies Parent and subsidiary linkage used to align CRM account hierarchies.
Custom Field Synced with incremental and full sync per the Stacksync docs. Company Profiles Firmographic records covering industry, size, revenue, and location, matched against CRM accounts.
Account Synced with incremental and full sync per the Stacksync docs. Contact Profiles Person records with title, email, phone, and company linkage, used to enrich leads and contacts.
What ships with Rillet ⇄ ZoomInfo

Connect Rillet and ZoomInfo for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Rillet–ZoomInfo connection.

Real-time

Real-time sync

Changes in Rillet or ZoomInfo instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Rillet or ZoomInfo data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Rillet or ZoomInfo record.

Observability

Monitoring

Track your Rillet ⇄ ZoomInfo sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Rillet and ZoomInfo.

How the Rillet and ZoomInfo connectors work

Rillet

Integration surface
REST API (OpenAPI-specified, with production and sandbox environments)
Authentication
API key generated in Rillet (Organization Setting -> API Access); uncheck Read Only for bidirectional sync, check Read Only for one-way sync
Change detection
Near real-time updates via change tracking; incremental sync per object, with delete detection (some objects checked every 1h or 4h)
Capabilities
read · write · CDC · webhooks
Rate limits
Subject to the platform's API rate limits.
Rillet setup guide

ZoomInfo

Integration surface
REST API organized around search and enrich endpoints
Authentication
API credentials exchanged for a short-lived JWT
Change detection
Scheduled re-enrichment and polling; the platform is primarily a lookup and enrichment source, not an event stream
Capabilities
read
Rate limits
Usage is metered by credits and contract-based limits rather than a single public rate limit.
How it works

How to connect Rillet to ZoomInfo — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Rillet and ZoomInfo with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Rillet connected
    ZoomInfo connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Rillet and ZoomInfo objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Rillet ⇄ ZoomInfo
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Rillet ZoomInfo
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Rillet and ZoomInfo integration FAQ

SECURITY

Security teams love Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Rillet and ZoomInfo.

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