> ## Documentation Index
> Fetch the complete documentation index at: https://relevanceai.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# ZoomInfo

> Search ZoomInfo's B2B database and enrich contact and company records from your AI agents.

ZoomInfo is a B2B database and intelligence platform that provides contact and company information for sales and marketing teams. With the Relevance AI ZoomInfo integration, your AI agents can search ZoomInfo's database for free and enrich records with detailed contact and company data using ZoomInfo credits. This integration is compatible with GTM agents.

<Warning>
  The ZoomInfo integration in Relevance AI was built by Relevance AI, and is therefore supported by our team, not ZoomInfo. If you have a question or issue with using ZoomInfo in Relevance AI, please [reach out to our support team](/get-started/support). If you have a question or issue that is only about ZoomInfo, you can reach out to ZoomInfo support directly.
</Warning>

## Connect the integration

The ZoomInfo integration uses credential-based authentication. You will need three values from your ZoomInfo account: your ZoomInfo email address, a client ID, and a private key.

<Steps>
  <Step title="Find your ZoomInfo API credentials">
    Log in to your ZoomInfo account and navigate to the API settings or developer portal. Locate your **Client ID** and **Private key**. These are generated in your ZoomInfo account under the API or integrations section. If you do not see them, contact your ZoomInfo account administrator.
  </Step>

  <Step title="Open the Integrations page in Relevance AI">
    Go to **Integrations & API Keys** in the sidebar of your Relevance AI dashboard.
  </Step>

  <Step title="Select ZoomInfo">
    Find and click on **ZoomInfo** from the available integrations list.
  </Step>

  <Step title="Click Add Integration">
    Click **Add Integration** to open the credentials form.
  </Step>

  <Step title="Enter your credentials">
    Fill in the three required fields:

    * **ZoomInfo email**: The email address associated with your ZoomInfo account
    * **Client ID**: Your ZoomInfo API client ID
    * **Private key**: Your ZoomInfo API private key
  </Step>

  <Step title="Save the connection">
    Click **Save** to connect your account. Once authenticated, your ZoomInfo account will appear as a connected integration.
  </Step>
</Steps>

<Warning>
  Keep your private key secure. Do not share it publicly or commit it to version control. If your private key is compromised, regenerate it from your ZoomInfo account settings.
</Warning>

## Understanding credit consumption

ZoomInfo uses a credit-based system for data enrichment. It is important to understand which operations are free and which consume credits before building your workflows.

### Free operations

**Searching does not consume ZoomInfo credits.** The following operations are free:

* Searching for contacts by name, title, company, location, or other criteria
* Searching for companies by name, industry, size, location, or other filters
* Browsing and filtering ZoomInfo's database to build prospect lists

### Credit-consuming operations

**Enrichment operations consume ZoomInfo credits.** Credits are used when you retrieve detailed data for a specific record, including:

* Email addresses
* Phone numbers
* Company revenue figures
* Employee counts
* Other detailed contact and company attributes

The integration includes built-in credit safeguards to help prevent unexpected credit usage. Monitor your credit balance in your ZoomInfo dashboard and design workflows to enrich only when necessary.

<Tip>
  Use search operations to filter and qualify prospects first, then enrich only the records that meet your criteria. This approach minimizes credit consumption.
</Tip>

## Tools & tool steps

The ZoomInfo integration provides actions for both free search and credit-based enrichment. You can add these as tool steps when building tools in Relevance AI.

### Search operations (free)

<CardGroup cols={2}>
  <Card title="Search contacts" icon="magnifying-glass">
    Search for contacts matching criteria such as job title, company, location, or industry. Does not consume credits.
  </Card>

  <Card title="Search companies" icon="buildings">
    Find companies matching filters like industry, employee count, revenue range, or location. Does not consume credits.
  </Card>
</CardGroup>

### Enrichment operations (consumes credits)

<CardGroup cols={2}>
  <Card title="Enrich contact" icon="user-plus">
    Retrieve detailed contact data including email addresses, phone numbers, and professional details for a specific person. Consumes credits.
  </Card>

  <Card title="Enrich company" icon="building">
    Retrieve detailed company data including revenue, employee count, technologies used, and firmographic details. Consumes credits.
  </Card>
</CardGroup>

### How to add ZoomInfo tool steps to your agent

1. Create a new tool in your Relevance AI workspace or open an existing one.
2. Scroll down to **Tool steps**.
3. Search for "ZoomInfo" in the tool step search bar.
4. Select the desired ZoomInfo action.
5. Select your connected ZoomInfo account from the dropdown.
6. Configure the action parameters and connect the tool to your agent.

## Use the ZoomInfo API tool step (advanced)

Advanced users can make custom API calls to any ZoomInfo endpoint using the ZoomInfo API Call tool step.

<Steps>
  <Step title="Create or open a tool">
    Create a new tool in Relevance AI or open an existing tool you want to add ZoomInfo functionality to.
  </Step>

  <Step title="Add the ZoomInfo API Call tool step">
    Scroll down to Tool steps, search for "ZoomInfo API Call", and add it to your workflow.
  </Step>

  <Step title="Select your ZoomInfo account">
    Select your connected ZoomInfo account from the dropdown.
  </Step>

  <Step title="Configure the API endpoint">
    Set the HTTP method, endpoint path, and request body parameters according to the ZoomInfo API documentation.
  </Step>

  <Step title="Test your configuration">
    Test your API call before deploying to confirm it returns the expected data.
  </Step>
</Steps>

<Accordion title="Example: Custom company enrichment">
  ```json theme={null}
  {
    "endpoint": "/companies/enrich",
    "method": "POST",
    "body": {
      "company_name": "{{input.company_name}}",
      "domain": "{{input.domain}}",
      "include_attributes": ["industry", "revenue", "employee_count", "technologies", "location"]
    }
  }
  ```

  This call retrieves specific company attributes for use in lead qualification. Note that enrichment calls consume ZoomInfo credits.
</Accordion>

## Example use cases

<AccordionGroup>
  <Accordion title="GTM agent prospect research" icon="magnifying-glass-chart">
    Build a GTM agent that searches ZoomInfo for companies matching your ideal customer profile, then enriches only the top-scoring matches with detailed contact and company data. The agent can prepare outreach briefs and route leads to the appropriate sales representatives.
  </Accordion>

  <Accordion title="Credit-efficient lead enrichment" icon="coins">
    Create an agent that first searches ZoomInfo to filter and qualify leads based on free criteria (company size, industry, location), then enriches only the records that pass qualification with email addresses and phone numbers. This pattern keeps credit usage low while maximizing data quality.
  </Accordion>

  <Accordion title="Account-based marketing research" icon="bullseye">
    Deploy an agent that searches ZoomInfo for decision-makers at target accounts, enriches their contact details, and compiles account briefs for your marketing team without consuming credits on records outside your target list.
  </Accordion>

  <Accordion title="CRM data enrichment" icon="database">
    Build an agent that identifies incomplete records in your CRM and uses ZoomInfo to fill in missing email addresses, phone numbers, and company details. Implement logic to skip records that already have complete data to avoid unnecessary credit consumption.
  </Accordion>
</AccordionGroup>

## Best practices

<AccordionGroup>
  <Accordion title="Minimize credit consumption" icon="coins">
    Use search operations to filter your prospect pool before enriching. Only enrich records that meet your qualification criteria, and implement checks to avoid enriching the same record twice. Monitor credit usage in your ZoomInfo dashboard and set up alerts if available.
  </Accordion>

  <Accordion title="Secure your credentials" icon="shield-check">
    Store your ZoomInfo client ID and private key securely. Do not hard-code credentials in tool configurations visible to other team members. Rotate your private key if you suspect it has been compromised.
  </Accordion>

  <Accordion title="Data privacy and compliance" icon="scale-balanced">
    Only use ZoomInfo data for legitimate business purposes. Comply with GDPR, CCPA, and other applicable privacy regulations in your region. Review ZoomInfo's terms of service and acceptable use policy before building automated outreach workflows.
  </Accordion>
</AccordionGroup>

## Frequently asked questions (FAQs)

<AccordionGroup>
  <Accordion title="Does using ZoomInfo consume credits?">
    It depends on the operation. **Search operations are free** — searching for contacts or companies does not consume ZoomInfo credits. **Enrichment operations consume credits** — retrieving detailed data such as email addresses, phone numbers, revenue figures, or employee counts for a specific record uses credits. Design your workflows to search first and enrich only when needed.
  </Accordion>

  <Accordion title="What credentials do I need to connect ZoomInfo?">
    You need three credentials from your ZoomInfo account: your ZoomInfo email address, a client ID, and a private key. These are available in the API or integrations section of your ZoomInfo account settings. Contact your ZoomInfo account administrator if you do not have API access.
  </Accordion>

  <Accordion title="Does ZoomInfo work with GTM agents?">
    Yes. The ZoomInfo integration is compatible with GTM agents in Relevance AI. You can use ZoomInfo search and enrichment tool steps in GTM agent workflows.
  </Accordion>

  <Accordion title="What happens if I run out of ZoomInfo credits?">
    Enrichment operations will fail when your ZoomInfo credit balance is exhausted. Search operations will continue to work since they do not consume credits. Monitor your credit balance in your ZoomInfo dashboard and top up as needed. The integration includes built-in credit safeguards to help prevent unexpected over-usage.
  </Accordion>

  <Accordion title="Do I need a ZoomInfo account to use this integration?">
    Yes. You need an active ZoomInfo account with API access and valid API credentials (email, client ID, and private key) to connect the integration.
  </Accordion>
</AccordionGroup>