Perplexity

Overview

ZoomInfo is a native connector in Perplexity. Paid Perplexity users with access to Perplexity Computer can add ZoomInfo from the Connectors menu and route research questions through ZoomInfo's MCP tools alongside Perplexity's own web search.

The connector works with whichever model you select inside Perplexity, including Perplexity's default model and third-party options like Anthropic.

Setup

Next - run your first session. Once ZoomInfo is connected, paste this into Perplexity. It orients from your GTM context and only runs after you approve:

(Use the ZoomInfo MCP tools if available; otherwise use the GTM CLI.)

I just connected ZoomInfo. Help me get real value from my ZoomInfo credits today - I want to spend them on the most valuable first thing to do. Don't run anything I haven't picked yet.

1. Call get_gtm_context - it's free (no credits). Use whatever it returns, plus my company name and email domain, to work out what we sell and who we target. Don't ask me, just figure it out.

2. Say it back in one line: "You're <Company>, selling <offering> to <ICP>." Check I agree. Once I confirm, save it by calling update_gtm_context so my GTM context is set for next time. If I'm not an admin, the save will fail - that's fine, just continue.

3. Offer me 3–4 concrete first actions grounded in my context - e.g. prep for a meeting this week, find companies matching our ICP, surface accounts showing buying intent, map the buying committee at a target account. Let me pick one, or tell you my own goal.

4. Only once I've chosen: tell me which ZoomInfo tools you'll run and roughly how many credits it'll cost. Go ahead - that's what they're for. Just tell me the cost before running so I stay in control.

Keep it fast. A quick, real win - not a tour and not a list I didn't ask for.

Using ZoomInfo in a Prompt

Once the connector is on, Perplexity invokes ZoomInfo tools live and shows the calls inline. A prompt like:

Get me 5 contacts for Walmart with a phone number.

will run Search Contacts against ZoomInfo and return real records. You can chain follow-ups in the same conversation, and Perplexity carries the context forward.

For an account-style question:

What companies in Boston use Salesforce and have revenue greater than 20 million annually?

Perplexity routes through Search Companies with the right filters and returns matching records.

Tips for Best Results

Disable web search for pure ZoomInfo answers

Perplexity defaults to running its own web search alongside connectors. For prompts that should rely entirely on ZoomInfo (contact lookups, intent signals, account research), untick Web in the search options. The connector still runs.

Be explicit about what you want

Perplexity's router sometimes prefers public-domain answers over ZoomInfo when the prompt is ambiguous. Asking "What does the CEO of Costco care about?" may pull a mix of public sources and ZoomInfo data. Naming the tool ("research this account in ZoomInfo") or the data type ("pull intent signals for...") biases the router toward the connector.

Switch models for tougher work

From the model picker, you can swap Perplexity's default for Anthropic or another provider. Tool-use behavior is consistent across models. Reasoning and synthesis quality vary.

How Perplexity Selects Tools

Perplexity reads the ZoomInfo tool descriptions and picks the right one for your request. You don't need to specify which tool to call. New tools added to the ZoomInfo MCP server become available automatically; Perplexity refreshes the tool list at the start of each session.

Troubleshooting

ZoomInfo doesn't appear under Connectors: confirm you're on a paid Perplexity plan that includes Computer. Free plans don't expose the connector marketplace.

Authentication errors: make sure you're using your personal ZoomInfo credentials, not a shared or admin-only account. Disconnect and reconnect from Settings → Connectors if the token has gone stale.

Mixed results between public web and ZoomInfo: untick Web in the search options for the prompt. Web search runs in parallel by default and can dominate the answer when both sources have something to say.

Credit errors during enrichment: confirm your account has bulk data credits enabled. Recurring monthly credits are not supported by MCP.