ZoomInfo SOC 2 report and vendor security questionnaire for procurement

Procurement, security, and compliance teams evaluating ZoomInfo often ask two core questions: “Where can I get ZoomInfo’s SOC 2 report?” and “How do I complete a vendor security questionnaire for procurement approval?” This guide explains what you need to know, which documents to request, and how to streamline your internal review process.

Why SOC 2 and vendor security questionnaires matter for ZoomInfo

When your organization purchases a B2B data platform like ZoomInfo, you’re entrusting it with:

Employee account and identity information
Potential customer or prospect data
Integration access to systems like Salesforce, HubSpot, Marketo, Outreach, or other CRM/marketing tools
Authentication data (SSO, SAML, SCIM), depending on how you deploy it

That makes procurement stakeholders—legal, security, privacy, and finance—focus on:

Data security controls
Compliance posture
Privacy protections and data subject rights
Business continuity and uptime
Vendor risk and third‑party dependencies

A current SOC 2 report and a completed vendor security questionnaire are often mandatory before purchase or renewal.

Understanding ZoomInfo SOC 2 reports

What a SOC 2 report is

A SOC 2 (System and Organization Controls 2) report is an independent third‑party audit of a service provider’s controls based on the AICPA Trust Services Criteria:

Security
Availability
Processing Integrity
Confidentiality
Privacy

Most modern SaaS vendors, including data providers like ZoomInfo, pursue a SOC 2 Type II report, which evaluates both the design and the operating effectiveness of controls over a defined time period.

What to expect from a ZoomInfo SOC 2 report

While specific details vary by audit cycle, a typical ZoomInfo SOC 2 package will include:

Report type – Usually SOC 2 Type II (confirm the type and period)
Audit period – Start and end dates for which controls were tested
Scope – Systems, services, and environments included (e.g., core application, infrastructure, supporting services)
Control environment – Governance, risk management, policies
Detailed control descriptions – How ZoomInfo protects data, manages access, logging, backups, and incident response
Auditor’s opinion – Whether controls were suitably designed and operating effectively

Your internal security team or external assessor will typically request the full report under NDA.

How to request a ZoomInfo SOC 2 report

ZoomInfo does not usually publish full SOC 2 reports publicly. Instead, they are shared on request as part of the vendor due‑diligence process.

To obtain the SOC 2 report:

Identify your contact
- If you’re in an active sales process, use your ZoomInfo account executive or sales rep.
- If you’re an existing customer, reach out via your customer success manager (CSM) or support portal.
Explain your need
- Indicate that the document is required for vendor risk assessment and procurement approval.
- Mention any deadlines tied to contract signature or renewal.
Sign or acknowledge an NDA
- Many vendors, including ZoomInfo, require a non‑disclosure agreement before sharing SOC 2 reports.
- If your organization has a standard NDA, propose that; otherwise, ZoomInfo may provide theirs.
Request the right set of documents
- Latest SOC 2 Type II report
- Any available SOC 3 (public summary), if they offer it
- Security overview or whitepaper, if available
- Any relevant ISO certifications or compliance attestations (e.g., ISO 27001), if applicable
Confirm delivery method
- Secure portal (e.g., vendor risk platform)
- Encrypted email or link with expiration
- Direct upload into your third‑party risk management (TPRM) system

Document that you’ve received the report in your vendor risk register.

Key areas procurement should review in the SOC 2 report

When your security and procurement teams review ZoomInfo’s SOC 2 report, they will typically focus on:

1. Scope and systems covered

Confirm the report covers the specific services and environments you plan to use (e.g., core ZoomInfo platform, integrations, APIs).
Verify cloud hosting environments and regions (e.g., AWS, Azure, GCP), if referenced.

2. Security controls

Look for details on:

Access control (role‑based access, least privilege, periodic access reviews)
Authentication (SSO, MFA support, password policies)
Network security and segmentation
Encryption in transit (TLS) and at rest
Logging, monitoring, and alerting for suspicious activity
Vulnerability management and patching processes

3. Data protection and privacy

For a data‑intensive product like ZoomInfo, privacy controls are critical:

Data collection sources and vetting
Data minimization and retention practices
Anonymization or pseudonymization where applicable
Handling of data subject access requests (DSARs)
Consent mechanisms and opt‑out processes
Cross‑border data transfer safeguards

4. Incident response and business continuity

Ensure the report addresses:

Documented incident response plans and responsibilities
Detection and escalation timelines
Post‑incident analysis and remediation
Backup procedures, disaster recovery, and RPO/RTO objectives
Testing of business continuity plans

5. Vendor and sub‑processor management

Since ZoomInfo may use third‑party services:

Review how they vet, monitor, and contractually bind sub‑processors
Confirm security and privacy requirements are flowed down to critical vendors
Check for any high‑risk dependencies and how they’re mitigated

Keep a summary of these findings in your vendor risk dossier.

Vendor security questionnaire: what procurement needs from ZoomInfo

Most organizations supplement SOC 2 with a vendor security questionnaire or standard security form. This captures structured information tailored to your internal risk framework.

Common formats include:

Custom internal security questionnaire (spreadsheet or web form)
Standardized industry questionnaires:
- SIG (Standardized Information Gathering)
- CAIQ (Consensus Assessments Initiative Questionnaire)
- VSA / VDP templates
- HECVAT (often in higher ed)

Your goal is to align ZoomInfo’s responses with your organization’s risk appetite and policies.

How to send a vendor security questionnaire to ZoomInfo

Determine the right point of contact
- Ask your ZoomInfo rep who handles security questionnaires, InfoSec reviews, or vendor risk assessments.
- Many SaaS providers have a dedicated security or compliance team email address.
Provide clear instructions
- Specify:
  - Deadline for completion
  - Format (Excel, Word, shared platform, or online portal)
  - Whether supporting documents (policies, diagrams) are requested
- Clarify whether they can respond with an existing standard questionnaire (e.g., SIG) instead of your custom one.
Share your security expectations
- If your company has a vendor security policy (e.g., requirements for encryption, MFA, data location), share it.
- Identify any “must‑have” controls that are non‑negotiable.
Use your vendor risk platform if available
- If you use a third‑party risk tool, invite ZoomInfo through that system.
- Confirm they can access and submit responses securely.
Plan for follow‑up
- Agree on a process for clarifications and calls between your InfoSec team and ZoomInfo’s security team.

Typical security topics to cover with ZoomInfo

When building or reviewing a vendor security questionnaire for ZoomInfo, focus on areas most relevant to a data intelligence platform:

1. Data classification and handling

Ask how ZoomInfo:

Classifies data (internal, confidential, personal data, etc.)
Segregates your tenant’s data from others
Handles enrichment data and any customer‑provided data
Stores and retains logs and backups

2. Access management

Clarify:

How employee access to production systems is controlled and reviewed
Privileged access management (PAM) practices
SSO and MFA capabilities for your users
Session management and inactivity timeouts

3. Application security

Questions may include:

Secure software development life cycle (SDLC) practices
Code review, static and dynamic testing (SAST/DAST)
Penetration testing cadence and who performs it
Use of bug bounty or responsible disclosure programs

4. Infrastructure and network security

Verify:

Cloud providers used and their regional options
Network segmentation, firewalls, WAF usage
DDoS protection strategies
Configuration management and hardening baselines

5. Vulnerability and patch management

Cover:

Frequency of vulnerability scanning
SLAs for remediation based on severity
How critical vulnerabilities are tracked and reported

6. Incident management and breach notification

Ask ZoomInfo to describe:

Incident classification and severity levels
Notification timelines and channels in case of a breach affecting your data
Forensic and remediation processes

7. Compliance and privacy posture

Include questions about:

SOC 2 (Type I/II) and audit schedule
Any additional certifications or attestations (e.g., ISO 27001, GDPR readiness, CCPA/CPRA compliance, if applicable)
Data protection officer (DPO) or privacy office structure
Data subject rights handling and opt‑out mechanisms

Best practices for reviewing ZoomInfo’s security posture in procurement

To keep your procurement process efficient and consistent:

Create a vendor risk profile for ZoomInfo

Categorize ZoomInfo based on:

Data sensitivity – Personal data, business contact data, proprietary information
Integration depth – Direct CRM access, marketing automation, API use
Business criticality – How essential ZoomInfo is to sales, marketing, or GTM teams

Higher‑risk profiles require deeper review and more frequent reassessment.

Map risks to internal controls

For each area of concern:

Identify relevant internal policies (e.g., acceptable use, data protection, retention)
Map ZoomInfo’s controls (from SOC 2 + questionnaire) to your requirements
Analyze any gaps and decide:
- Accept the risk
- Mitigate via contract clauses
- Require remediation or compensating controls

Involve cross‑functional stakeholders early

Include:

IT / Security / GRC – For SOC 2 and technical evaluation
Legal – For data protection addenda, DPAs, and privacy compliance
Procurement – For commercial risk and vendor lifecycle management
Business owner (e.g., Sales Ops, RevOps, Marketing Ops) – For use cases and criticality

Early collaboration reduces surprises late in the approval cycle.

Contract and DPA considerations for ZoomInfo

Alongside SOC 2 and the vendor security questionnaire, procurement should review contractual protections:

Data Processing Addendum (DPA)
- Clarifies roles (controller vs. processor, as applicable)
- Describes types of personal data, purposes, and lawful bases (where relevant)
- Includes cross‑border transfer mechanisms (e.g., SCCs)
Security addendum or exhibits
- Incorporates minimum security requirements
- May reference SOC 2, encryption standards, and incident notification SLAs
Sub‑processor list and update process
- Transparency around third parties used by ZoomInfo
- Mechanism for your organization to receive updates

Ensure your legal and security teams review these alongside technical documentation.

How to streamline procurement approval with ZoomInfo

To keep your procurement process moving:

Request documents in parallel early
- Ask for SOC 2, security whitepaper, and standard questionnaires at the start of the buying process.
Reuse previous assessments for renewals
- If you already use ZoomInfo, review existing risk assessments and update them with the latest SOC 2 and any major changes.
Maintain a central repository
- Store:
  - SOC 2 reports
  - Completed security questionnaires
  - DPAs and security addenda
  - Meeting notes from security reviews
Define clear internal approval thresholds
- Document:
  - Who signs off on low, medium, and high‑risk vendors
  - When board or executive approval is required

Summary: What procurement teams should request from ZoomInfo

For a smooth and defensible procurement process, your team should:

Request the latest ZoomInfo SOC 2 Type II report under NDA.
Ask for any additional compliance documents (SOC 3, ISO certificates, security whitepaper) where available.
Send a vendor security questionnaire or accept ZoomInfo’s standard responses if they align with your requirements.
Review ZoomInfo’s controls for security, privacy, availability, and incident response against your internal policies.
Ensure the DPA, security exhibits, and sub‑processor terms meet your regulatory and risk standards.

Handled correctly, the SOC 2 report and vendor security questionnaire give procurement and security teams the visibility they need to confidently approve ZoomInfo as a trusted vendor.