Skip to main content

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 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.
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. If you have a question or issue that is only about ZoomInfo, you can reach out to ZoomInfo support directly.

​
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.
1

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.
2

Open the Integrations page in Relevance AI

Go to Integrations & API Keys in the sidebar of your Relevance AI dashboard.
3

Select ZoomInfo

Find and click on ZoomInfo from the available integrations list.
4

Click Add Integration

Click Add Integration to open the credentials form.
5

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
6

Save the connection

Click Save to connect your account. Once authenticated, your ZoomInfo account will appear as a connected integration.
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.

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

​
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)

Search contacts

Search for contacts matching criteria such as job title, company, location, or industry. Does not consume credits.

Search companies

Find companies matching filters like industry, employee count, revenue range, or location. Does not consume credits.

​
Enrichment operations (consumes credits)

Enrich contact

Retrieve detailed contact data including email addresses, phone numbers, and professional details for a specific person. Consumes credits.

Enrich company

Retrieve detailed company data including revenue, employee count, technologies used, and firmographic details. Consumes credits.

​
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.
1

Create or open a tool

Create a new tool in Relevance AI or open an existing tool you want to add ZoomInfo functionality to.
2

Add the ZoomInfo API Call tool step

Scroll down to Tool steps, search for “ZoomInfo API Call”, and add it to your workflow.
3

Select your ZoomInfo account

Select your connected ZoomInfo account from the dropdown.
4

Configure the API endpoint

Set the HTTP method, endpoint path, and request body parameters according to the ZoomInfo API documentation.
5

Test your configuration

Test your API call before deploying to confirm it returns the expected data.
{
  "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.

​
Example use cases

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.
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.
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.
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.

​
Best practices

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.
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.
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.

​
Frequently asked questions (FAQs)

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.
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.
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.
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.
Yes. You need an active ZoomInfo account with API access and valid API credentials (email, client ID, and private key) to connect the integration.