Open “Companies with Recent CDO Changes” in
Claude
Connect ZoomInfo to Claude and start building your list.
1
Connect ZoomInfo MCP
Add ZoomInfo from the Claude connector marketplace. This gives Claudeaccess to ZoomInfo's company and contact data.
Connect in ClaudeHaving trouble? Read the setup documentation for help.
Already connected? Skip to step 2 ↓2
Run your first GTM session
Open this in Claude. It confirms "Companies with Recent CDO Changes" is what you want, then builds the list once you approve.
Onboarding prompt · for Claude
(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. I came here from the "Companies with Recent CDO Changes" audience in the marketplace - that's the exact list I want to work with. Confirm: "You're looking to work with 'Companies with Recent CDO Changes' - right?" • If I confirm: build the list (up to 20 rows as a preview) and tell me what tools you'll call. My original intent was: "Companies where a new CDO recently joined, ordered by most recent change date." • If I want something different: offer 3–4 alternatives (research one of these accounts, enrich a subset, find similar companies) or let me describe 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.
Enable the ZoomInfo connector
Make sure the ZoomInfo connector is enabled for this conversation. Check the integrations icon below the prompt box and confirm ZoomInfo is toggled on.