ZoomInfo plugin for Claude

Recap where things stand with a company across recent conversations, with emphasis on how the relationship is evolving. Identify the account by ZoomInfo company ID (preferred) or by name or domain (triggers a lookup).…

Produce a full intelligence brief on a target company — firmographics, CRM/account context, intent signals, recent news, scoops, and competitive landscape — framed by your GTM context and led with a TL;DR summary. Ide…

Produce an AE-to-CS handoff brief — everything the incoming CSM needs from the sales conversations. Builds an engagement timeline, then runs conversation_intelligence in parallel on the key engagements to pull require…

Build a list of contacts or companies matching specific criteria. Describe what you're looking for in natural language and get a structured, tabular list you can export. Supports filtering by title, seniority, departm…

Map the buying committee at a target account. Identifies decision-makers, prioritizes who to engage, and surfaces gaps and multi-thread risks. Leads with a TL;DR (top 3 to engage, biggest gap, multi-thread risk), uses…

Coach a rep on how they handled a specific call — discovery quality, objection handling, talk dynamics, and next-call focus. Name the call if you know it, or let the skill pull recent calls and identify the most likel…

Recap a recent call with a tight summary, the decisions made, action items, and open questions. Name the call (account and/or date) if you know it, or let the skill pull your most recent calls and offer a shortlist to…

Build a ledger of what we promised versus what they promised, and what is still outstanding, across the last few engagements with an account or contact. Uses conversation_intelligence as the primary source. Identify t…

Monitor a company's buyer-intent signals and assess fit against your GTM context. Uses company signals scoped to intent for a single account, returns the recent topics it is researching, and analyzes which ones align…

Monitor recent news and business events for a company and deliver a quick digest. Uses company signals scoped to news and scoops for a single account, grouped by type and recency, with a "so what" for each. Identify t…

Produce a fact-led competitive intel brief on one or more competitors — firmographics, recent strategic moves, product positioning, ICP overlap, and discovery questions. Defaults to your configured competitors from GT…

Recap where things stand with a specific person across recent conversations, with emphasis on how the relationship is evolving. Identify the contact by ZoomInfo contact ID (preferred) or by name plus company (triggers…

Brief the user on their day. Pull today's (or a named day's) meetings and, for each, synthesize the current state of play, a suggested focus or objective, and any follow-ups needed. Uses browse_engagements for the sch…

Map a prospect's buying process as voiced on recent calls — their stated decision criteria, timeline, steps, and approvers. Uses conversation_intelligence over an account's recent engagements, with account_research fo…

Draft a follow-up email after a call by extracting the commitments and next steps that were actually agreed, then writing a compact, friendly-professional message. Name the call if you know it, or let the skill pull r…

Summarize a long email thread into its current state, the decisions and key points, and the open questions. Finds the thread with browse_engagements (emails), then uses conversation_intelligence with includeContent to…

Build a timeline of engagements (meetings and emails) with an account or contact over a date range. Identify the account or contact by ZoomInfo ID (preferred), or by name or domain (triggers a lookup), or omit both to…

Look up a company's full profile. Provide a company name, domain, ticker symbol, or ZoomInfo company ID. Returns firmographics, financials, corporate structure, growth signals, and contact counts.

Look up a person's full professional profile. Provide a name and company, email address, phone number, or ZoomInfo person ID. Returns title, department, contact details, accuracy score, and company info.

Produce a succinct one-pager for an executive dropping into a call with zero context. Blends account_research (who they are, deal state), conversation_intelligence (what has been discussed and what is open), and conta…

Find companies or contacts similar to a given reference. Provide a company name/domain or a person's name/email and get a ranked list of lookalikes scored by similarity. Useful for territory expansion, TAM analysis, c…

Prepare for an upcoming meeting with a company. Identify the account by ZoomInfo account/company ID (preferred) or by company name, domain, or ticker (which triggers a lookup step) — or name no account at all and let…

Build a mutual action plan (MAP) from what was actually discussed on recent calls — the shared, dated set of steps each side owns to reach the goal. Reviews recent engagements and goes deep with conversation_intellige…

Recommend the next best action on a deal or relationship, grounded in the current conversation state. Uses conversation_intelligence as the primary source, with account_research for deal context. Identify the account…

Track the open objections and blockers on a deal and how they have evolved across recent calls. Uses conversation_intelligence over an account's or contact's recent engagements. Identify the account or contact by Zoom…

Generate 1-3 personalized email variants for a single prospect. The composition bar adapts to the use case — cold_outbound demands a signal → pain → positioning chain; follow-ups / recaps / renewals lean on prior cont…

Assemble a QBR prep pack for a business review — value moments, usage and adoption themes, risks, and open items, with a deal and relationship snapshot. Combines account_research for the account picture with conversat…

Get AI-powered contact recommendations at a target company based on your ZoomInfo interaction history. Provide a company name or domain and optionally a use case.

Prepare for a renewal by assembling pre-renewal context — value delivered and value moments, risk handles, and stakeholder state — from recent conversations and account_research. Identify the account by ZoomInfo compa…

Score and rank a list of accounts (mixed ZoomInfo company IDs, names, or domains) by ICP fit + buying intent + recent triggers. Returns per-account composite score (0–100), tier (A/B/C), explainable component breakdow…

Score and prioritize leads or cold contacts (mixed ZoomInfo person IDs, emails, or name+company rows). Returns Hot / Warm / Cold tier per lead with a response-time SLA tuned to the use case (live inbound routing, MQL…

Size the total addressable market (TAM) for an Ideal Customer Profile (ICP) using ZoomInfo's verified company database. Iteratively refine the firmographic and technographic filter set with the user until the account…

Produce a technology-stack snapshot for one or more companies — what CRM, marketing automation, sales engagement, data warehouse, analytics, conversation intelligence, and other tools they have tagged in ZoomInfo's da…

Build a "why now" case for reaching out to a company — the timing thesis and the specific hooks to lead with — by combining company signals (intent, news, scoops), account_research, your GTM context, and web research.…