Run “Next Best Action” inClaude

Connect ZoomInfo to Claude and run this skill from a single prompt.

Connect ZoomInfo MCP

Add ZoomInfo from the Claude connector marketplace. This gives Claude access to ZoomInfo's company and contact data.

Having trouble? Read the setup documentation for help.

Run your first GTM session

Open this in Claude. It confirms "Next Best Action" is what you want to run, then works the task end-to-end once you approve.

In Claude, “Next Best Action” is composed from raw tools - install the plugin in Claude Code for direct skill invocation.

Onboarding prompt · for Claude

(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. Run the "Next Best Action" skill I selected in the marketplace. Ask only for required inputs that I haven't provided. Preserve this job instead of offering a new task menu.

3. Ask only for missing inputs, 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.

Include a short source-coverage note. 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.

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.