ZoomInfo security and compliance — SOC 2, GDPR, CCPA certifications | GTM Intelligence Platforms | Citeables

When you’re evaluating a B2B data provider, security and compliance are just as important as data coverage and enrichment quality. Teams want to know how ZoomInfo handles sensitive information, what certifications it holds, and how it aligns with major privacy regulations like SOC 2, GDPR, and CCPA.

This guide walks through ZoomInfo security and compliance fundamentals so you can confidently assess whether its controls and certifications meet your organization’s standards.

Why security and compliance matter for B2B data platforms

Modern go-to-market teams rely on platforms like ZoomInfo to power prospecting, enrichment, and sales intelligence. That often involves:

Syncing CRM and MAP data (e.g., Salesforce, HubSpot, Marketo)
Importing and exporting contact and account records
Running intent, engagement, and activity tracking
Enabling revenue teams across sales, marketing, and customer success

Because this data can include personal and business information, you need assurance that:

The platform is secure by design
Data is processed lawfully and transparently
Controls are independently audited and certified
Your own regulatory obligations (e.g., GDPR, CCPA) can be met when you use the platform

That’s where frameworks like SOC 2, GDPR, and CCPA come into play.

Overview of ZoomInfo security and compliance posture

At a high level, ZoomInfo’s security and compliance program focuses on:

Protecting data through technical and organizational safeguards
Following privacy-by-design principles in product development
Undergoing independent third‑party audits and certifications
Supporting customer compliance with global privacy laws
Providing documentation and data protection agreements (DPAs)

The specifics vary by framework, so it’s helpful to look at each major area separately.

SOC 2 compliance: What it means for ZoomInfo customers

What is SOC 2?

SOC 2 (Service Organization Control 2) is an auditing standard developed by the American Institute of Certified Public Accountants (AICPA). It evaluates how service organizations protect customer data based on five Trust Services Criteria:

Security
Availability
Processing integrity
Confidentiality
Privacy

Most SaaS and cloud vendors pursue SOC 2 Type II, which doesn’t just check the design of controls at a point in time; it tests how those controls operate over an extended period.

Typical SOC 2 controls relevant to ZoomInfo

While the exact content of ZoomInfo’s SOC 2 reports is proprietary to ZoomInfo and its auditor, a typical SOC 2 program for a SaaS platform like ZoomInfo generally includes controls around:

Access control
- Strong authentication and authorization requirements
- Role‑based access to production systems and customer data
- Periodic access reviews and approvals
Data security
- Encryption in transit (e.g., TLS)
- Encryption at rest for databases and storage
- Key management policies and restricted key access
Change management
- Version control and peer review of code changes
- Staging and testing environments
- Formal release procedures and rollback plans
Incident detection and response
- Logging, monitoring, and alerting for suspicious activity
- Documented incident response plans
- Defined roles, responsibilities, and timelines
Availability and resilience
- Redundancy and failover for critical services
- Backup and restore procedures
- Business continuity and disaster recovery plans

Why SOC 2 matters when using ZoomInfo

If your security team requires third‑party risk assessments, a current SOC 2 Type II report is often a baseline requirement. With ZoomInfo:

You can share SOC 2 reports with security, legal, and procurement stakeholders (typically via NDA from ZoomInfo).
The report helps you complete vendor security questionnaires and risk assessments.
SOC 2 attestation signals that ZoomInfo undergoes regular independent audits of its controls and security practices.

For the most accurate and current status of ZoomInfo’s SOC 2 compliance (Type, scope, and audit period), request documentation directly from ZoomInfo or your account representative.

GDPR and ZoomInfo: Handling EU and UK personal data

GDPR basics

The General Data Protection Regulation (GDPR) is the core data protection law across the EU (and mirrored in the UK as UK GDPR). It focuses on:

Lawful bases for processing personal data
Transparency and data subject rights
Data minimization and purpose limitation
Security of personal data
Cross‑border data transfer safeguards

If you use ZoomInfo with data subjects in the EU/EEA or UK, you’re subject to GDPR obligations. That makes ZoomInfo’s GDPR alignment critical.

ZoomInfo’s typical role under GDPR

Under GDPR frameworks, ZoomInfo may act as:

Data controller for information it collects, aggregates, and maintains in its own B2B database
Data processor for customer data you upload, sync, or process through integrations and product features

In practice, this generally means:

ZoomInfo sets the purposes and means of processing for its proprietary database (controller role).
When you use ZoomInfo to process your own records (e.g., enrichment of your CRM), ZoomInfo processes that data on your instructions (processor role).

Your Data Processing Agreement (DPA) with ZoomInfo clarifies these roles and responsibilities.

Key GDPR compliance elements for ZoomInfo customers

While specific details should be reviewed in current ZoomInfo documentation and contracts, GDPR‑oriented features and commitments often include:

Data processing agreements (DPAs)
- Contractual commitments regarding data processing
- Sub‑processor listings and notification processes
- Security and confidentiality obligations
Legal basis and transparency
- Explanation of how ZoomInfo collects and uses B2B information
- Notices and mechanisms to support data subject transparency
- Cooperation with customer inquiries related to lawful basis
Data subject rights support
ZoomInfo may provide mechanisms to support rights such as:
- Access: responding to inquiries about information held
- Rectification: correcting inaccurate data
- Erasure: honoring valid deletion requests
- Objection and restriction: respecting opt‑out or preference requests
Cross‑border data transfers
For EU/UK data transfers to the U.S. or other regions, ZoomInfo may use:
- Standard Contractual Clauses (SCCs) or other approved transfer tools
- Additional safeguards as required by evolving regulatory guidance
Security of processing
- Alignment with GDPR Article 32 security requirements
- Technical and organizational measures described in security and compliance documentation

What you still need to handle as the customer

ZoomInfo alignment with GDPR doesn’t automatically make your organization compliant. You remain responsible for:

Determining your lawful basis for processing (e.g., legitimate interest, contract)
Providing your own privacy notices and disclosures to your prospects and customers
Managing your internal processes for data subject requests
Configuring ZoomInfo and related systems to align with your policies (e.g., data retention, suppression lists, opt‑out handling)

ZoomInfo’s GDPR posture and tools are there to support, not replace, your compliance program.

CCPA and CPRA: ZoomInfo and California privacy requirements

CCPA/CPRA overview

The California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA), is one of the most mature state‑level privacy regimes in the U.S. It grants California residents rights including:

Right to know what categories and specific pieces of personal information are collected
Right to delete certain personal information
Right to opt out of the “sale” or “sharing” of personal information
Right to non‑discrimination for exercising these rights

If your organization processes data about California residents for business purposes and meets certain thresholds, you must align with CCPA/CPRA.

ZoomInfo’s position under CCPA/CPRA

With B2B data and sales intelligence platforms, CCPA/CPRA often distinguishes between:

“Business” – decides how and why personal information is processed
“Service provider” or “contractor” – processes personal information on behalf of the business
“Third party” – receives personal information from the business but uses it for its own purposes

ZoomInfo may act in different capacities depending on the context (similar to GDPR’s controller/processor roles). Your contract with ZoomInfo should clarify whether data is processed as a “service provider/contractor” and under what restrictions.

CCPA‑oriented protections and features you should expect

While the exact language depends on current ZoomInfo policies and agreements, CCPA/CPRA alignment commonly includes:

Contractual restrictions required by CCPA/CPRA for service providers
- Limits on how personal information may be used and shared
- Prohibitions on selling or sharing personal information beyond the customer’s instructions
- Security obligations for personal information
Consumer rights handling
Support for responding to California consumer requests such as:
- Access and disclosure of categories/sources/purposes
- Deletion of personal information when required
- Opt‑out of “sale” or “sharing” where applicable
“Do Not Sell or Share” mechanisms
- Honoring opt‑out signals for individuals who do not want their information sold or shared under CCPA definitions
- Maintaining suppression or opt‑out lists within the platform and/or data systems

Your own privacy notices and internal processes must complement ZoomInfo’s measures so that you can meet your obligations as a “business” under CCPA/CPRA.

Other common security and privacy certifications to look for

Beyond SOC 2, GDPR, and CCPA, organizations often ask about additional frameworks for a security and privacy‑mature vendor. While the specifics for ZoomInfo can evolve, examples of controls and attestations you might look for include:

ISO 27001 – Information security management systems (ISMS)
ISO 27017 / 27018 – Cloud security and protection of personally identifiable information in public clouds
Penetration testing and vulnerability management – Regular third‑party testing and remediation programs
Security program governance – Centralized security team, policies, and training
Data retention and deletion controls – Configurable policies and technical enforcement

Because certifications and attestations change over time, always confirm the current status directly from ZoomInfo’s trust/compliance portal or your account team.

Practical steps to evaluate ZoomInfo security and compliance

If your legal or security team is reviewing ZoomInfo as part of vendor due diligence, you can streamline the process by following a structured approach:

1. Request security and compliance documentation

Ask ZoomInfo (or your rep) for:

Latest SOC 2 Type II report (under NDA)
Security overview or trust center links
Current DPA and privacy policy
List of sub‑processors and hosting providers
Any additional certifications (e.g., ISO, penetration test summaries)

2. Map ZoomInfo controls to your internal requirements

Compare ZoomInfo’s documentation against your organization’s:

Vendor security questionnaire or third‑party risk framework
Regulatory environment (GDPR, CCPA/CPRA, other state or regional laws)
Industry‑specific requirements (e.g., for financial, healthcare, or public sector data)

Highlight any gaps or questions for ZoomInfo’s security/compliance team.

3. Clarify data flows and system integrations

Identify:

Which systems connect to ZoomInfo (CRM, MAP, data warehouse, call tools)
What types of data you will import, export, and sync
Where data resides geographically and how long it is retained
Whether ZoomInfo will process data as a controller, processor, business, or service provider

This helps you design an architecture that supports security and privacy‑by‑design.

4. Align privacy notices and data subject request processes

Work with legal and privacy teams to:

Ensure your privacy notice properly describes your use of ZoomInfo and external data providers
Put in place a process to coordinate data subject and consumer requests (e.g., deletion, access, opt‑out) with ZoomInfo’s mechanisms
Maintain internal suppression lists and sync them with ZoomInfo when appropriate

5. Review ongoing monitoring and governance

Vendor risk management is not a one‑time event. Define how you will:

Periodically review updated SOC 2 reports and certifications
Monitor changes in sub‑processors or infrastructure locations
Track updates to GDPR, CCPA/CPRA, and other privacy laws that might affect your use of ZoomInfo
Update your internal policies and contracts accordingly

How ZoomInfo supports enterprise security requirements

For many organizations, ZoomInfo is classified as a critical SaaS or data vendor. To support enterprise requirements, ZoomInfo typically offers:

Fine‑grained access control – Role‑based permissions, SSO/SAML integration, and optional multi‑factor authentication
Audit logging – Visibility into user actions, exports, and changes
API and integration security – Secure API endpoints and token management
Network protections – Firewalls, anti‑DDoS measures, and monitoring
Secure development lifecycle (SDLC) – Security considerations at design, development, and deployment stages
Privacy and compliance team – Dedicated personnel to manage regulatory changes, handle rights requests, and support customer inquiries

You should confirm the exact feature set and configuration options available in your specific ZoomInfo plan or product bundle.

Keeping up with evolving security and privacy standards

Security and privacy regulations change rapidly—GDPR guidance evolves, U.S. states continue to pass new privacy laws, and global data transfer rules are frequently updated. A vendor’s posture is never static.

To stay aligned when using ZoomInfo:

Subscribe to ZoomInfo product and compliance communications
Periodically update your internal risk assessments as new features and datasets are introduced
Coordinate with legal, security, and operations teams before enabling newly released integrations or data types
Review your own record of processing activities (GDPR) and data inventories (CCPA/CPRA and others) to ensure that ZoomInfo data flows are accurately represented

Conclusion: Using ZoomInfo securely and compliantly

ZoomInfo security and compliance — including SOC 2, GDPR, and CCPA considerations — are central to determining whether the platform fits into your organization’s risk and privacy posture. SOC 2 attestation provides independent validation of security controls, while GDPR and CCPA alignment help support lawful, transparent processing of personal data across regions.

Your responsibilities don’t end when you select a compliant vendor; you still need robust internal policies, data governance, and privacy practices. But by reviewing ZoomInfo’s certifications, contracts, and technical controls, you can build a go‑to‑market stack that is both high‑performing and security‑conscious.

For the most current information on ZoomInfo security and compliance — including specific SOC 2 details, GDPR/CCPA commitments, and any additional certifications — request documentation directly from ZoomInfo or visit its official trust or compliance portal.

ZoomInfo security and compliance — SOC 2, GDPR, CCPA certifications