How to identify which ZoomInfo workflow created the contact in HubSpot?

Smart CRM & Sales Hub CRM
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1

I’ve integrated ZoomInfo with HubSpot, and it’s working well overall. I’ve created multiple workflows in ZoomInfo to process and export contacts into HubSpot.

In HubSpot, I can see some basic source details such as:

  • Original Source: Integration
  • Original Source Drill-Down 2: ZoomInfo by DiscoverOrg

However, my question is:
Since I have different workflows in ZoomInfo (each meant for different segments or purposes), how can I identify in HubSpot which ZoomInfo workflow a contact came from?

I’m looking for a way to track or tag contacts based on the workflow they originated from in ZoomInfo, directly in HubSpot.

2

Hi @saravanan_m,

A workaround is to add a unique property or tag to each contact in your ZoomInfo workflows before exporting them to HubSpot.

For example, you can create a custom property in HubSpot called “ZoomInfo Workflow Source” and set it to identify the workflow, such as “Workflow A” or “Workflow B.” When contacts are synced, this property will carry over, making it easy to filter and report on contacts based on the workflow they came from.

3

At the moment, HubSpot’s integration with ZoomInfo only shows general source info like Integration and ZoomInfo by DiscoverOrg but unfortunately, it doesn’t track which specific ZoomInfo workflow that brought a contact into the system.

As @GiantFocal mentioned, one effective workaround is using a custom property. You can create a property like ZoomInfo Workflow Source in HubSpot and assign different values to it within each ZoomInfo workflow, this way, you’ll know exactly where each contact came from.

Another helpful method is using list segmentation:

If each ZoomInfo workflow exports to a separate static or active list in HubSpot, you can use list membership as a way to identify the source. Just map each export to its own list. This makes it easier to filter and report based on the originating workflow.

And if you’re using Operations Hub, you could take it a step further by setting up a custom-coded workflow that tags incoming contacts with metadata like workflow names or timestamps.

Hope this helps you track things more clearly!