GTM in your AI assistant

• The context graph

  100M+ companies and 500M+ contacts, matched to the records in your CRM, calls, email and calendar, so every account resolves to a single record.

  Explore the graph

• Context Agents

  Account Research, Contact Research and Conversation Intelligence do the research on ZoomInfo’s side and return the answer with its sources.

  Meet the agents

• Your GTM context

  Save your ICPs, personas, offerings and competitors once and every agent uses them. The marketplace adds ready-made skills, workflows and audiences.

  Browse the marketplace

On GTM Bench, Claude with ZoomInfo used 24× fewer tokens than Claude with web search. Read GTM Bench

1. 01

   Get an account

   Sign up and get 1,000 data credits and 1,000 AI credits. No credit card. ZoomInfo customers use their existing login.

   Start Free

2. 02

   Connect your assistant

   Choose your client below. You sign in with your own ZoomInfo login, so results match what you can see in ZoomInfo.

   ClaudeChatGPTClaude CodeCursorAny MCP client

   Add ZoomInfo from the Claude connector directory, then sign in with your ZoomInfo login.

   Open in Claude Claude setup guide

3. 03

   Run your first briefing

   Ask “What ZoomInfo tools do you have access to?” to check the connection, then paste the prompt below.

   • Asks which account to brief
   • Combines CRM, calls and ZoomInfo signals
   • Asks before it spends credits

   First GTM session

   (Use the ZoomInfo MCP tools if available; otherwise use the GTM CLI. Use the tool schema or CLI help for supported commands.)
   
   I just connected ZoomInfo. Help me complete the job below.
   
   1. Read my saved business context with get_gtm_context, or the CLI equivalent. This read is free. Use the returned offerings, ICP, and role to frame the work. If context is missing, continue with the information we have. Save changes only if I explicitly ask; a first briefing does not require updating shared business context.
   
   2. Prepare a connected account briefing. Ask me only which company or domain to brief if I haven't named one. Use the account and decision already in this conversation when available. Connect the account's available CRM history, including stage and status, with recent customer conversations and external buying signals. Use Account Research, and add Browse Engagements, Conversation Intelligence, or company signals when the briefing needs more evidence.
      Return a short briefing: where things stand, what changed, what remains unresolved, and one recommended next action. Cite the source and date for each material fact when returned. Distinguish the recommendation from the evidence.
   
   3. Before calling a tool, check its schema or documented inputs rather than guessing at parameters. Ask only for missing inputs, in a single message, then name the tools and give a credit estimate if supported by their documentation. Label it as an estimate: actual charges depend on records and work done. Ask for approval once before paid research, then complete the selected job.
   
   If a tool call comes back "No approval received" or a similar permission response, say so plainly, name the tool, and continue with the remaining steps. Don't retry the same call hoping for a different result, and don't invent an approval that didn't happen.
   
   Include a source-coverage note of no more than 3 lines. Separate an unavailable or unauthorized source from a successful search with no matching records. If connection status is unknown, say so. Never infer "no customer history" from an empty result. Continue with available evidence and identify what is missing; use https://gtm.ai/guides/connect-customer-context for source setup.
   
   Recommend CRM changes as drafts. Applying them requires an available, separately connected CRM workflow and my authorization. Do not claim a CRM update was made by ZoomInfo research tools.

   Try in ClaudeCopy prompt

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