Clean data is the foundation of every healthy go to market engine. When contacts and companies are missing firmographics or job titles, everything slows down.
• Personalization becomes weaker
• Routing gets messy
• Attribution is harder
• Sales has less context
• Reporting becomes unreliable
Enrichment solves these problems, but only if it is done with a controlled process that updates existing records instead of creating new ones. That is the core idea behind the playbook.
Many teams upload enriched files back into HubSpot without a tight mapping strategy. When HubSpot cannot match the record to an existing one, it creates a new one. That leads to:
• Duplicate companies
• Duplicate contacts
• Conflicting field values
• Lost activity history
• Frustrated sellers
The playbook solves this with a simple rule. You always export HubSpot IDs and pass them through ZoomInfo unchanged. That lets HubSpot update in place and keeps your CRM clean.
The ZoomInfo to HubSpot Batch Enrichment Playbook gives you step by step guidance for both companies and contacts.
You will learn how to:
• Build active lists that identify incomplete records
• Export with HubSpot Record IDs for safe round trips
• Set up ZoomInfo Enhance or ListMatch for each batch
• Map fields with a clear source of truth hierarchy
• Select enrichment fields for firmographics and job titles
• Size batches and plan ZoomInfo credits
• QC every batch before import
• Import back into HubSpot with updates only
• Create guardrails so other team members do not break the process
You also get a full checklist that you can use as a runbook. Most teams follow it exactly during their first few cycles and then adjust it to match their internal governance policies.
This workflow is designed for scale.
• HubSpot remains the system of record
• ZoomInfo is used only for the fields you choose
• IDs pass through without being touched
• Updates land in the right place every time
• The process works the same for 200 rows or 20 thousand rows
Best of all, once your lists and mappings are in place, each new batch becomes fast and predictable. Many teams run enrichment monthly or quarterly with very little lift.
Your on camera video can sit right after the introduction at the top of the post. It gives readers a quick way to understand what the playbook includes and why the process works.
You get cleaner CRM data, more accurate reporting, and better sales and marketing alignment. Your reps get the context they need without waiting for manual research.
Most important, your CRM stays clean and safe even as you enrich thousands of records.
You can download the full ZoomInfo to HubSpot Batch Enrichment Playbook here:
https://www.lloydsolves.com/lp/zoominfo-hubspot-batch
If you want help running your first enrichment cycle or setting up the process for your team, we are always happy to talk.