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Choose a Trigger

Choose an Action

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Zapier makes it easy to integrate Cassidy with ZoomInfo - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Workflow Finished Running" from Cassidy.

Add your action

An action happens after the trigger—such as "Enrich Company" in ZoomInfo.

You’re connected!

Zapier seamlessly connects Cassidy and ZoomInfo, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Workflow Finished Running
Triggers when a Workflow finishes running within Cassidy.
Trigger
Instant
Try It
- Topics
  Required
- Metro Region
- Industry Code
- Signal Score Minimum
- Signal Score Maximum
- Audience Strength Minimum
- Audience Strength Maximum
Trigger
Polling
Try It
- Email
- Full Name
- First Name
- Last Name
- Phone
- Job Title
- Company Name
- Social Media Profile (URL)
- Minimum Contact Accuracy Score
- Contact ID
Action
Write
- Company ID
  Required
Action
Write
- Categories
  Required
- Results per page
  Required
- Page
  Required
- From Date
- To Date
Action
Write

Run Workflow
Run a Cassidy Workflow and access the results.
Action
Write
- Company ID
- Company Name
- Company Website
Action
Write
- IP Address
  Required
Action
Write
- Job Title
- Management Level
- Department
- Company Past or Present
- Company Name
- Company Website
- State
- Country
- Max Contacts
Action
Write
- Company Name
  Required
- Company ID
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Cassidy and ZoomInfo to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate ZoomInfo on the Zapier blog

Make work flow with AI

Level up your Cassidy to ZoomInfo integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Cassidy

Cassidy securely connects with all of your existing tools, builds AI assistants and creates AI-driven workflow automations personalized to your business.

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About ZoomInfo

ZoomInfo provides a cloud-based platform that aggregates and analyzes vast business data to deliver comprehensive intelligence on companies and decision-makers.