ZoomInfo: AI Tutorials & Prompts
ZoomInfo is a go to market intelligence platform that helps businesses find, engage, and win customers more efficiently. We provide accurate B2B company and contact-level data, real time buying signals, and automation that sales, marketing, and revenue teams use to identify the right accounts, reach the right buyers, and move opportunities forward with confidence. Our mission is to remove guesswork from go to market execution. We work to give revenue teams clear, actionable intelligence so they can act at the right moment, improve the quality of conversations, and drive predictable growth across sales and marketing efforts. Visit our website to learn more: www.zoominfo.com
ZoomInfo Tutorials
17 demos
Jan 2026 · 210 viewsZoomInfo
ZoomInfo0:520:58ZoomInfo
Creating and selecting views in ZoomInfoDemonstrates how to select and create specific views for Salesforce records and ZoomInfo data within the GTM Workspace.Build a list from ICP filters
1:571:05ZoomInfo
Customizing view fields and filtersShows how to include specific fields, engagement data, and criteria to focus on target accounts and contacts.Build a list from ICP filters3:031:29ZoomInfo
Managing and sharing data viewsWalks through refreshing data, adjusting column widths, and sharing views with teammates for collaborative prospecting.Build a list from ICP filters
Dec 2025 · 430 viewsZoomInfo
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Filtering accounts by intent and product categoryThe demo shows how to segment companies based on specific product category interest and competitive intent signals within ZoomInfo GTM Studio.Intent data2:260:41ZoomInfo
Identify anonymous website visitorsThe presenter demonstrates how to view companies that have visited the website but did not submit a form, using ZoomInfo's visitor tracking.Website visitor de-anonymization3:042:41ZoomInfo
Accessing buying groups in GTM WorkspaceShows how the identified accounts are pushed to the GTM Workspace for sellers to find specific contacts and engage with the buying group.Find decision-makers at target accounts
Jan 2025 · 1.3K viewsZoomInfo
ZoomInfo5:444:23ZoomInfo
AI-Powered Account Summaries in ZoomInfo CopilotDemonstrates how ZoomInfo Copilot aggregates intent data, earnings reports, and CRM signals into a unified account summary for sales research.AI account/prospect research15:403:28ZoomInfo
Generating Personalized Emails with ZoomInfo CopilotShows the process of using AI to draft personalized emails based on specific account insights and adjusting the tone and length before sending.Personalize cold emails at scale20:453:21ZoomInfo
Multi-threading and Sequence ManagementWalks through identifying multiple decision-makers at an account and adding them to a multi-step outreach sequence.Multichannel (email+LI+call)
Oct 2024 · 1.3K viewsZoomInfo
ZoomInfo0:501:43ZoomInfo
Identify target accounts using intent clustersThe demo shows how to use intent scores and clusters within the ZoomInfo Copilot dashboard to identify high-intent industries and accounts.Intent data2:311:30ZoomInfo
Find decision-makers and export to CRMThe walkthrough demonstrates filtering for specific personas like VPs and Senior leaders and syncing them to Salesforce.Find decision-makers at target accounts
Aug 2024 · 2.5K viewsZoomInfo
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Identifying engaged accounts with ZoomInfo CopilotThe demo shows how the Copilot dashboard surfaces accounts that are recently engaged or showing intent signals like competitor mentions.Intent data1:331:34ZoomInfo
Multi-threading buying groups in ZoomInfoDemonstration of how to identify and group key decision-makers within a target account to improve multi-threading strategy.Find decision-makers at target accounts3:051:22ZoomInfo
AI-generated personalized outreachShowing how Copilot uses CRM data and recent call transcripts to draft personalized messages for prospects.Personalize cold emails at scale
Aug 2024 · 2.7K viewsZoomInfo
ZoomInfo0:501:52ZoomInfo
Filter enterprise accounts by location and firmographicsThe demo shows how to apply geographic filters (California, Oregon, Arizona) and employee count filters to narrow down a territory to specific enterprise accounts.Build a list from ICP filters1:491:59ZoomInfo
Identify buying committee members and contact dataA walkthrough of selecting specific job functions and seniority levels to identify the buying committee, followed by accessing their phone numbers and email addresses.Find decision-makers at target accounts2:381:10ZoomInfo
Filter by CRM account statusDemonstration of using the CRM filter to exclude existing customers or active opportunities from a new prospect list.Sync leads to CRM