4 ways to automate ZoomInfo

ZoomInfo is an all-in-one sales and marketing platform that tells you who to reach—and how to reach them. With features like real-time customer insights and conversation intelligence, it's a great choice for teams that need to scale their go-to-market efforts. 

But even the greatest app can't do everything. Most RevOps teams still face a mountain of repetitive work, from moving leads into ZoomInfo from your digital advertising platform to backing up crucial data in a spreadsheet. Those responsibilities can keep you from more valuable projects, like hosting sales demos or coming up with creative campaign ideas.

Zapier is an AI orchestration platform that empowers teams to build smart, automated workflows fast—without sacrificing security or control. And it can help you connect ZoomInfo to the other tools you use every day. Here's how.

Table of contents

• Send notifications for ZoomInfo activity

• Add new advertising leads to ZoomInfo

• Enrich leads with ZoomInfo data

• Back up your sales data to a spreadsheet

Send instant notifications for ZoomInfo activity

When it comes to sales, you have to move quickly—otherwise, you might miss out on a hot new lead or potential deal. But realistically, your sales team should spend their time on high-value work, like demo calls, rather than constantly checking ZoomInfo for new activity.

With Zapier, you can bring crucial ZoomInfo updates directly to your sales team wherever they spend the most time. For example, you can create a Zap that notifies you in Slack whenever there's new activity in ZoomInfo. That notification can be sent to a channel or to a specific person via DM, and you can modify the Zap so each notification displays the most relevant information, like the lead's name and email address.

Not a Slack user? All good. You can use a similar Zap to send notifications to an email inbox or another chat app. 

Pro tip: Before notifying your sales teams of new leads, you can add an AI step and a path step to customize the message if a lead matches your ideal customer profile. Read our guides to getting started with AI by Zapier and Paths by Zapier.

Auto-add new advertising leads to ZoomInfo

Digital advertising is one of the best ways to find new leads, but it can also be pricey. That's why following up quickly is key: If you don't nurture your advertising leads, you risk missing your shot to convert them into paying customers—and that's not good for your return on ad spend. But if you're on ZoomInfo all day long, you won't have much visibility into which contacts or leads have recently interacted with an ad. 

Zapier can help by connecting your advertising platform and ZoomInfo. Let's say you want to know whenever a ZoomInfo contact—or company—interacts with an ad. You can create a Zap that automatically scoops up more details about that lead, like the contact's job title or the company's website. That way, you gain a truly holistic view of lead activity.

You can also use similar Zaps to optimize your advertising audiences. If you want to target leads that have shown high intent, for example, you can create a Zap that instantly adds people or companies that have demonstrated intent in ZoomInfo to your audience list.

Enrich leads with data from ZoomInfo

If you're part of a larger RevOps org, ZoomInfo probably isn't the only place you track lead and customer activity. Your sales team likely still uses a customer relationship management (CRM) tool in their day-to-day work—and that can create an information silo, making it difficult to do their job. How can they effectively close deals, for example, if they don't have the latest intent information from ZoomInfo?

Thankfully, Zapier can eliminate silos by connecting your apps together into carefully orchestrated workflows. For example, you can use a Zap to automatically add new ZoomInfo intent information into your CRM as new lead activity. Or you can pair the same trigger with a range of actions in your CRM, like converting a lead into a contact, adding a contact to a campaign, or creating a new deal. That way, your CRM is always up-to-date and your sales team has the information they need to successfully win deals.

Similarly, you can create a Zap that adds new CRM activity to ZoomInfo:

Back up your sales data to a spreadsheet

Spreadsheets are powerhouse tools for backing up data, plus organizing and analyzing it. But they can also be challenging to work with because they require constant updating. If you don't have the latest info in your spreadsheet, none of your analysis will be accurate—and you can forget about using it as a backup.

Instead of spending countless hours manually updating your spreadsheets, you can streamline the process with Zapier. Let's say you want to back up all of your key ZoomInfo data. Just create a Zap that triggers when there's new activity in ZoomInfo—it can then automatically create a new row or update an existing row in the spreadsheet of your choice.

If you use spreadsheets to collect leads at a trade show or conference, you can also use a Zap to move that data into ZoomInfo automatically:

Pro tip: ZoomInfo uses rate limiting, which means there's a cap on how many requests your Zap can send per second. If you paste hundreds of leads into a spreadsheet at once and try to auto-move that data to ZoomInfo, you might exceed the limit. To keep things running smoothly, use Delay by Zapier to space out the requests with a Delay After Queue step.

Power your RevOps with ZoomInfo and Zapier

ZoomInfo's intelligence platform gives you the insights and data you need to craft cohesive customer journeys from the very first touch. With Zapier, you can connect ZoomInfo to your other key RevOps tools—and orchestrate smart, automated workflows that help you get more done with less.