↔
ZoomInfo to HubSpot Batch Enrichment Playbook
A clear, safe process for RevOps, Marketing Ops, and CRM admins to enrich HubSpot records with ZoomInfo and avoid duplicates.
Who this is for
RevOps leaders, Marketing Ops, and CRM admins who want complete firmographics and titles in HubSpot without breaking data integrity.
What you will learn
Safe Enrichment Process
- How to build smart HubSpot lists that find records with missing data for companies and contacts
- The one rule that prevents duplicates when you re-import enriched data
- Field mapping that keeps HubSpot IDs intact through ZoomInfo
Planning & Protection
- Credit planning, batch sizing, and time expectations
- A QA and rollback plan that protects your database
- A ready to use runbook checklist to work from start to finish
Watch the walkthrough
See the batch enrichment process in action—from list building to clean imports.
What is inside the playbook
- ✓ Scope and phases for Companies and Contacts including NAICS, Industry, Employees, Revenue, Website, HQ address, and Job Title plus optional phones and LinkedIn URL
- ✓ System of record guidance: HubSpot stays the source of truth
- ✓ Export fields for round-trip updates, including Record IDs
- ✓ ZoomInfo Enhance or ListMatch setup with safe field mapping
- ✓ Output configuration, credit planning, and batch sizing
- ✓ Import steps that update in place in HubSpot
- ✓ Governance, overwrite policy, and compliance guardrails
- ✓ Appendix A: a step by step runbook checklist
Process overview
Build active lists
Build active lists for missing firmographics or missing job titles with business emails
Export with IDs
Export with Company ID and Contact ID for clean round-trips
Map fields in ZoomInfo
Map fields in ZoomInfo and pass through HubSpot IDs as External or CRM ID
Plan enrichment
Select enrichment fields, size batches, and plan credits
Import results
Export results with preserved IDs and import to update existing records
QA and rollback
QA, reporting, and rollback using your backups
Why download from us
Platinum HubSpot Partner experience with measurable results across services, SaaS, and construction.
Clients saw meaningful increases in conversion and revenue within the first 90 days.
Get the free playbook
First step form uses 4 fields only: name, work email, company, role. We enrich the rest after submit.
We respect subscription choices and never override opt outs.
Frequently Asked Questions
No. You will update in place by matching on HubSpot Record ID for Companies and Contacts.
Plan for roughly one enrichment credit per matched record. Estimate credits by rows uploaded times match rate.
Yes. The playbook covers firmographics for companies and titles plus optional phones and LinkedIn URL for contacts.
Jobs in the tens of thousands typically complete the same day under normal load.