Skip to main content
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 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 charged 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
Search results identify matching records without returning contact details, which is why searching stays free. 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

ZoomInfo operations run through a single tool step, Zoominfo API call, which sends an authorized request to a ZoomInfo API endpoint. Search, enrichment, and lookup are all reached by pointing that step at the relevant endpoint, so the same step covers free and credit-consuming operations depending on what you call.

Zoominfo API call

Send an authorized request to a ZoomInfo API endpoint. You choose the HTTP method, the relative path, and the request body. Authorization is attached from your connected ZoomInfo credentials.

​
How to add the ZoomInfo tool step 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 Zoominfo API call.
  5. Configure the request and connect the tool to your Agent.

​
Configure 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

Set the method and path

Choose a Method (GET, POST, PUT, DELETE, or PATCH) and enter the Relative path for the ZoomInfo endpoint you are calling.
4

Add a body or headers if the endpoint needs them

Supply a JSON Body for endpoints that take one. Add Headers only where required — the Authorization header is always sent and cannot be overwritten.
5

Test your configuration

Run the step before deploying to confirm it returns the expected data. The step outputs response_body and status.
Lookup calls like this one are free. They return the fields and values ZoomInfo accepts for a search, which is worth doing before you build a query — filters that use values ZoomInfo does not recognize return empty result sets rather than an error.

​
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.
An OAuth-based ZoomInfo integration is in development and is not yet available. Until it is released, use the credential-based connection described on this page.
Yes. The ZoomInfo integration is compatible with GTM Agents in Relevance AI. You can use the ZoomInfo tool step 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.
Yes. You need an active ZoomInfo account with API access and valid API credentials (email, client ID, and private key) to connect the integration.