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How to Connect GTM One to the AI Emailer and Dialer

Learn how to connect the AI Emailer and Dialer and export contacts to it from GTM One.

Andres PerezAndres PerezSenior Director, Product Management

Learn how to connect the AI Emailer and Dialer and export contacts to it from GTM One.

Overview

The AI Emailer and Dialer is available as an integration in GTM One. AI Emailer and Dialer is listed as an export destination; connect it first so you can send contacts to the AI Emailer and Dialer and, if your account allows it, add them to a Salesflow as part of the export.

The AI Emailer and Dialer is a ZoomInfo product, so connecting it uses your existing ZoomInfo sign-in. You do not enter a separate username, password, or API key. This integration is the AI Emailer and Dialer, which is a different product from Gong Engage.

Before You Begin

  • The AI Emailer and Dialer card appears on the Integrations page only when the AI Emailer and Dialer is available to your organization. If you do not see it, contact your ZoomInfo admin or account team.
  • If the AI Emailer and Dialer card is listed under Managed by your admin and shows Locked, your admin manages the connection. Contact your ZoomInfo admin to connect it.
  • Your browser must allow pop-ups for GTM One, because a confirmation window opens during the connection.

Connect the AI Emailer and Dialer

  1. Click your profile menu in the lower-left corner of the page.
  2. Click Settings.
  3. In the left navigation panel, click Integrations.
  4. In the Search integrations field at the top of the page, enter AI Emailer and Dialer.
  5. On the AI Emailer and Dialer card (listed under the Sales Engagement category), click Connect.
  6. Review the result in the confirmation window that opens.

When the connection succeeds, the message "AI Emailer and Dialer is connected successfully" appears and the card shows a Connected badge.

If the connection fails, the message "There was an error while connecting to AI Emailer and Dialer" appears, sometimes with more detail. If a Connect to AI Emailer and Dialer dialog says a pop-up blocker may be preventing the connection, follow the browser steps it lists, then click Connect on the AI Emailer and Dialer card again. If the error continues, contact your ZoomInfo admin or account team.

Export Contacts to the AI Emailer and Dialer

After the AI Emailer and Dialer is connected, it is listed with your other export destinations.

  1. In Advanced Search, select the contacts you want to export on the Contacts tab, or open a contact profile.
  2. Click the arrow beside Export to open Export options.
  3. Click AI Emailer and Dialer.
  4. If the dialog asks "Would you like to add these Contacts to a Salesflow?", click Yes or No.
  5. If you clicked Yes, select My Salesflows or Shared Org Salesflows from the Salesflow owner menu.
  6. Choose a Salesflow from the Select Salesflow menu.
  7. To schedule when the Salesflow starts, click Set specific start time for this Salesflow, then choose a Start date and Start time.
  8. Click Export.

Export is always available in this dialog, so you can export the contacts without choosing a Salesflow.

The Salesflow question appears only for contacts, and only when your account has Salesflow syncing enabled. If some of the contacts already exist in the AI Emailer and Dialer, the Duplicate Records Found dialog asks "Add these Contacts to a Salesflow?" instead, and you make the same choices there. For more on duplicates and the export menu, see How to Export Records to Your CRM in GTM One.

To send records from an audience, see How to Export an Audience in GTM One.

Disconnect the AI Emailer and Dialer

  1. Click your profile menu in the lower-left corner of the page.
  2. Click Settings.
  3. In the left navigation panel, click Integrations.
  4. On the AI Emailer and Dialer card, click Disconnect.

The message "AI Emailer and Dialer disconnected successfully" confirms the change.

If you see an error

  • "There was an error while connecting to AI Emailer and Dialer" The connection did not finish, and the message sometimes adds a reason. Allow pop-ups for GTM One, click Connect on the AI Emailer and Dialer card again, and contact your ZoomInfo admin or account team if it keeps failing.

Resources

How to Connect GTM One to the AI Emailer and Dialer.