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4 min read

4 ways to automate ZoomInfo

By Hannah Herman · May 14, 2025
The ZoomInfo logo connected to the Slack, Google Ads, and Pipedrive logos.

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.

New to Zapier? It's workflow automation software that lets you focus on what matters. Combine user interfaces, data tables, and logic with thousands of apps to build and automate anything you can imagine. Sign up for free to use this app, and thousands more, with Zapier.

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. 

Get Slack channel notifications when new companies show intent in ZoomInfo

Get Slack channel notifications when new companies show intent in ZoomInfo
  • ZoomInfo logo
  • Slack logo
ZoomInfo + Slack

Get Microsoft Teams channel notifications for new intent signals in ZoomInfo

Get Microsoft Teams channel notifications for new intent signals in ZoomInfo
  • ZoomInfo logo
  • Microsoft Teams logo
ZoomInfo + Microsoft Teams

Send Gmail emails when new companies show intent in ZoomInfo

Send Gmail emails when new companies show intent in ZoomInfo
  • ZoomInfo logo
  • Gmail logo
ZoomInfo + Gmail

Send Microsoft Outlook emails for new intent signals in ZoomInfo

Send Microsoft Outlook emails for new intent signals in ZoomInfo
  • ZoomInfo logo
  • Microsoft Outlook logo
ZoomInfo + Microsoft Outlook

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.

A workflow using AI 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.

Enrich Google Ads lead form entries with ZoomInfo company data

Enrich Google Ads lead form entries with ZoomInfo company data
  • Google Ads logo
  • ZoomInfo logo
Google Ads + ZoomInfo

Enhance Google Ads leads with ZoomInfo contact data

Enhance Google Ads leads with ZoomInfo contact data
  • Google Ads logo
  • ZoomInfo logo
Google Ads + ZoomInfo

Enrich LinkedIn Ads lead gen responses with ZoomInfo company data

Enrich LinkedIn Ads lead gen responses with ZoomInfo company data
  • LinkedIn Ads logo
  • ZoomInfo logo
LinkedIn Ads + ZoomInfo

Add ZoomInfo contact details to LinkedIn Ads lead gen responses

Add ZoomInfo contact details to LinkedIn Ads lead gen responses
  • LinkedIn Ads logo
  • ZoomInfo logo
LinkedIn Ads + ZoomInfo

Enhance Facebook lead ads with ZoomInfo company data

Enhance Facebook lead ads with ZoomInfo company data
  • Facebook Lead Ads logo
  • ZoomInfo logo
Facebook Lead Ads + ZoomInfo

Add ZoomInfo contact details to new leads from Facebook Lead Ads

Add ZoomInfo contact details to new leads from Facebook Lead Ads
  • Facebook Lead Ads logo
  • ZoomInfo logo
Facebook Lead Ads + ZoomInfo

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.

Add companies showing intent in ZoomInfo to LinkedIn Ads audiences

Add companies showing intent in ZoomInfo to LinkedIn Ads audiences
  • ZoomInfo logo
  • LinkedIn Ads logo
ZoomInfo + LinkedIn Ads

Add ZoomInfo intent contacts to Google Ads customer lists

Add ZoomInfo intent contacts to Google Ads customer lists
  • ZoomInfo logo
  • Google Ads logo
ZoomInfo + Google Ads

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.

Create Pipedrive activities from new intent signals in ZoomInfo

Create Pipedrive activities from new intent signals in ZoomInfo
  • ZoomInfo logo
  • Pipedrive logo
ZoomInfo + Pipedrive

Add ZoomInfo intent leads to Salesforce campaigns

Add ZoomInfo intent leads to Salesforce campaigns
  • ZoomInfo logo
  • Salesforce logo
ZoomInfo + Salesforce

Convert ZoomInfo intent signals into Salesforce contacts

Convert ZoomInfo intent signals into Salesforce contacts
  • ZoomInfo logo
  • Salesforce logo
ZoomInfo + Salesforce

Add contacts showing intent in ZoomInfo to HubSpot lists

Add contacts showing intent in ZoomInfo to HubSpot lists
  • ZoomInfo logo
  • HubSpot logo
ZoomInfo + HubSpot

Create or update HubSpot deals from ZoomInfo intent signals

Create or update HubSpot deals from ZoomInfo intent signals
  • ZoomInfo logo
  • HubSpot logo
ZoomInfo + HubSpot

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

Enrich new contacts in Salesforce using data from ZoomInfo

Enrich new contacts in Salesforce using data from ZoomInfo
  • Salesforce logo
  • ZoomInfo logo
  • Salesforce logo
Salesforce + ZoomInfo

Create HubSpot contacts enriched in Zoominfo for new HubSpot companies

Create HubSpot contacts enriched in Zoominfo for new HubSpot companies
  • HubSpot logo
  • HubSpot logo
HubSpot + ZoomInfo + Looping by Zapier

"enrich new Pardot prospects in ZoomInfo when added to a list"

"enrich new Pardot prospects in ZoomInfo when added to a list"
  • Pardot logo
  • ZoomInfo logo
Pardot + 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.

Log new ZoomInfo intent signals in Google Sheets

Log new ZoomInfo intent signals in Google Sheets
  • ZoomInfo logo
  • Google Sheets logo
ZoomInfo + Google Sheets

Update Google Sheets records with new ZoomInfo intent data

Update Google Sheets records with new ZoomInfo intent data
  • ZoomInfo logo
  • Google Sheets logo
ZoomInfo + Google Sheets

Record ZoomInfo intent signals as new rows in Microsoft Excel

Record ZoomInfo intent signals as new rows in Microsoft Excel
  • ZoomInfo logo
  • Microsoft Excel logo
ZoomInfo + Microsoft Excel

Create Airtable records from ZoomInfo intent signals

Create Airtable records from ZoomInfo intent signals
  • ZoomInfo logo
  • Airtable logo
ZoomInfo + Airtable

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:

Send new Google Sheets rows to ZoomInfo for company enrichment

Send new Google Sheets rows to ZoomInfo for company enrichment
  • Google Sheets logo
  • ZoomInfo logo
Google Sheets + ZoomInfo

Send new Microsoft Excel rows to ZoomInfo for company enrichment

Send new Microsoft Excel rows to ZoomInfo for company enrichment
  • Microsoft Excel logo
  • ZoomInfo logo
Microsoft Excel + ZoomInfo

Send new Airtable records to ZoomInfo for company enrichment

Send new Airtable records to ZoomInfo for company enrichment
  • Airtable logo
  • ZoomInfo logo
Airtable + ZoomInfo

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.

A workflow using Delay by Zapier

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.

Related reading:

  • How to manage your leads automatically: From lead nurture to sales outreach

  • RevOps best practices: How Zapier created a centralized revenue operations team

  • How to streamline sales with AI and automation

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A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'