Connect ZoomInfo and Expertise can prospect straight from your ZoomInfo data: find people and companies matching your criteria, pull verified contact details and firmographics, and check buying-intent signals, news, and tech stacks. Every ZoomInfo tool is a read, nothing Expertise does changes your ZoomInfo account.

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What you can ask

“Find VPs of Engineering at Series B companies in the US using AWS.”
“Enrich this list of companies with revenue, employee count, and funding history.”
“Is Acme Corp showing any buying-intent signals right now?”
“Pull Acme’s org chart for their engineering leadership.”
“How much ZoomInfo credit do we have left this month?”

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Connecting

  1. In the ZoomInfo Admin Portal, open Developer Portal and create API client credentials (this requires the Enterprise API or Copilot package).
  2. Designate an integration user for the app, as ZoomInfo requires.
  3. Open Connections in the dashboard, click ZoomInfo → Connect, and enter the Client ID and Client Secret from step 1.
  4. Ask Expertise to search for a company to confirm it’s live.
You can disconnect from the Connections page any time.

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Tools

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Good to know

  • Searches are free; enrichment can cost credits. Search results are previews only (names, titles, company details), getting an actual email, phone number, or full firmographic profile uses your ZoomInfo record credits. A record already enriched in the last 12 months re-enriches free.
  • Large enrichment requests get a heads-up. Before enriching 10 or more records, Expertise checks your remaining usage and tells you roughly what it will consume.
  • Some data is entitlement-gated. ZoomInfo features vary by package, if a request isn’t available on your plan, Expertise reports that plainly rather than retrying.
  • Nothing writes back to ZoomInfo. Every tool here is a read, so there’s no approval step for ZoomInfo itself, the only thing to watch is credit usage.

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Troubleshooting

Ask again in the same chat, tools can take a moment to surface in a new conversation, or reconnect from the Connections tile if the Client ID/Secret changed.
ZoomInfo gates features by subscription package. If a field or endpoint returns as unavailable, that data isn’t included in your current ZoomInfo plan.