ZoomInfo

ZoomInfo is a multiplatform operating system that revenue teams use to deliver business growth. It is a commercial search-engine, specialized in contact and business information. It is the leading data intelligence platform for B2B go-to-market teams, presenting a trifecta of the B2B data. This document describes how to connect IBM watsonx Orchestrate to ZoomInfo and use its skills on watsonx Orchestrate.

Connecting to ZoomInfo

Important:
- A credential type must be set for apps that are a part of team skill sets and AI assistants. Skill-based actions in AI assistants support only shared credentials.
- If a credential type of an app is not specified, an error message is displayed when users attempt to run the skills of the app. To resolve the error, an admin must set the credential type for the app. For more information, see Managing connections.

An app can be connected either through the skill catalog or through the watsonx Orchestrate chat. Use the method that suits you to connect to an app.

Connect to the app through the skill catalog when you add that skill to your skill set:

  1. On the watsonx Orchestrate chat page, click Add skills from the catalog.
  2. Search and click the app tile.
  3. Click Connect app.
  4. Configure the connection. For more information, see Configuring the connection.
  5. Click Connect app.

Otherwise, connect to that app through the watsonx Orchestrate chat when you use the skill:

  1. Open the watsonx Orchestrate chat.
  2. On the chat, start the skill.
  3. Click Connect app.
  4. Configure the connection. For more information, see Configuring the connection.
  5. Click Connect app.

Configuring the connection

To connect watsonx Orchestrate to ZoomInfo, complete the following steps:

  1. Click Connect app.
  2. Specify the Bearer token. To provision the bearer token, see Retrieving the bearer token.
  3. Click Connect app.
Note: The icon A green check icon appears to show that the app is connected. indicates that the connection was successfully established.

Retrieving the bearer token

To get a bearer token:

  1. Use the following sample curl command:
curl --location 'https://api.zoominfo.com/authenticate' --header 'Content-Type: application/json' --data '{"username": "username","password": "password"}'
  1. Copy the JWT token from the API response and use it as the bearer token to connect to watsonx Orchestrate.

What to do next

After you connect to the app, you can use the app’s skills. For more information see, Using the chat. To know what skill you can use, see the skills and skill flow column of List of prebuilt apps, skills and skill flows.

Parent topic:

→ Prebuilt apps