ZoomInfo
CRM & Sales · 100% complete
Stage Checklist
- ✓ Research (.md file)
- ✓ POC App
- ✓ POC UI (templates)
- ✓ Microservice
- ✓ Containerized (Dockerfile)
- ✓ Helm Chart
- ✓ CI/CD Pipeline
- ✓ Frontend Page
AI Research
Refund Rules
ZoomInfo typically has strict no-refund policies for annual contracts. Mid-cycle cancellations rarely result in pro-rated refunds. However, unused credits may sometimes be retained through contract end. Refunds for billing errors are processed case-by-case. Some enterprise contracts may negotiate more flexible terms.
Credit Policies
ZoomInfo offers service credits for significant downtime (>24 hours) but not for minor outages. Unused export/enrich credits typically expire at contract end unless negotiated otherwise. No automatic credits for data quality issues. Enterprise contracts may include SLA-backed credit terms for uptime guarantees.
Contractual Terms
Auto-renewal clauses standard with 30-90 day notice required for cancellation. Price increases typically capped at 5-10% annually for multi-year deals. Minimum seat commitments common (5-10 seats). Contract terms usually 1-3 years with discounts for longer commitments. Seat reduction restrictions often apply - can only reduce by 10-20% at renewal.
Integration Complexity
Technical Notes
OAuth 2.0 authentication with username/password flow. Rate limits around 100-500 requests/minute depending on endpoint. Admin/usage APIs may require Enterprise tier access or special permissions. Some billing/user management data only available via admin console, not API. Credit consumption tracking available but granular usage data can be limited. Search and enrichment APIs are well-documented, but administrative APIs have sparse documentation.