LatchLoop

Build ZoomInfo agents for account research and CRM enrichment

Separate company fit, contact coverage, and data freshness before sales teams act on account research.

Example outcome

Produce an evidence-backed account brief with data gaps marked.

Agent examples

Workflow guides for ZoomInfo

2 guides

Account research workflow Sales and revenue teams

Research an account with ZoomInfo

Compare company fields and contact-role coverage with an approved profile while preserving freshness and uncertainty.

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Combined plugin workflow Sales and revenue operations teams

Add ZoomInfo research to Pipedrive

Match ZoomInfo companies and contacts to existing Pipedrive records before proposing source-linked field changes.

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Research accounts against an explicit customer profile

ZoomInfo can provide company and contact fields for a defined sales research question. An agent can compare selected accounts with an approved customer profile, identify missing buying-role coverage, and show which field supports each conclusion.

Set the account list, profile criteria, disqualifiers, required roles, geography, freshness rules, and permitted contact use. A title can indicate a function, but it does not prove reporting line, authority, interest, or an active initiative. Stale or missing fields stay visible.

Prepare controlled updates in Pipedrive

ZoomInfo supplies external company and contact research. Pipedrive supplies existing organizations, people, deals, ownership, and relationship history. A combined agent can match accounts by stable identifiers, compare values, and propose updates without overwriting rep-authored context.

Deduplication comes before enrichment. Sales owners approve contact use, field updates, notes, ownership, and outreach separately.

Combine plugins

Build richer agents by pairing ZoomInfo with complementary context

Outcome pages can describe combinations: one plugin for source context, another for project tracking, and another for delivery or notifications. Use ZoomInfo as one layer in a larger agent workflow when the outcome needs more than one connected app.

Available plugin capabilities

zoominfo

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