Contact Research

What it does

Generates a comprehensive briefing on an individual contact by synthesizing:

• ZoomInfo contact data: title, seniority, career history, professional background
• Your CRM data: relationship history, past interactions, open opportunities linked to this contact
• Conversation intelligence: key themes, commitments, and relationship signals from your team's calls and emails with this person

The tool runs a sub-agent that selects and synthesizes the most relevant context, then returns a targeted briefing suitable for outreach personalization, meeting prep, or understanding a buying committee member.

Credits

AI action credits, proportional to work done. Each call is limited to one contact. The number of credits consumed depends on the complexity of the query, typically ranging from 5 credits at the lower end to 15 at the upper end.

When the AI uses it

The AI invokes Contact Research when you ask for a briefing on a specific named individual, such as "tell me about this person before I reach out" type prompts.

For finding contacts matching a persona description, use Search Contacts instead.

First-party data requirements

CRM and conversation history context requires your organization to have connected those sources to ZoomInfo at the tenant level. Contact your ZoomInfo admin to confirm which first-party data sources are connected.

Example prompts

"Research Jane Smith, VP of Sales at Acme Corp, before I reach out."

"What do I know about John Doe at HubSpot? Has anyone on my team spoken with him?"

"Give me a briefing on the CFO at our top renewal account."