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ClickRuntime

Automate ZoomInfo

Put ZoomInfo's company, contact and intent data to work on a schedule. Accounts researching your topics, and the credits your team spends, can be reported to you regularly instead of checked by hand in the platform. Describe what you want to your AI assistant, check what it will do, and it keeps running with your laptop closed.

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Try asking

Create a ClickRuntime automation: every Monday at 8am, find companies with a ZoomInfo intent score of 80 or more on 'endpoint security' and 'zero trust', and email me the list with company name, score and topic.

Paste it into your assistant. It tells you what it will send or change before it runs live.

Ideas

What you can automate in ZoomInfo

A weekly list of companies showing buying intent, and an early warning before your team runs out of credits. These are ready-made starting points. Anything else you can describe works too.
On a schedule

Get a weekly list of accounts showing buying intent

Each Monday you see which companies are researching your topics, ranked by intent score.

See how it works
Daily

Get warned before ZoomInfo credits run out

You get an email when your team has used more than 80% of its ZoomInfo API allowance.

See how it works Your own logic

Any other automation you can describe in words

Your own rules, schedule and AI steps with ZoomInfo, plus any other app. Describe it and your assistant builds it.

See how to build your own

Build your own

Build any ZoomInfo automation you can describe

The ideas above are ready-made starting points, not a fixed list. Describe what ZoomInfo should do in your own words, with your conditions, other apps or an AI step, and your assistant writes it, tests it and runs it on ClickRuntime.

  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

For example, ask your assistant

Every week, pull ZoomInfo companies in our target industry that grew headcount over 20 percent and send me the list.

When a new HubSpot contact is created, enrich it with ZoomInfo title, phone and company size.

When a new Salesforce lead comes in, enrich it with ZoomInfo, have AI rate the fit and post the strong ones in Slack.

Beyond chat

Have ZoomInfo work when you're not in the chat

Connecting ZoomInfo to ChatGPT or Claude lets you ask about it while you chat. ClickRuntime handles the part that should happen on its own: checks on a schedule and actions on each new event, set up from the same chat and running after you close it.

Setup

Connect ZoomInfo

You connect ZoomInfo with API credentials that a ZoomInfo admin generates for your company. API access has to be enabled by your ZoomInfo account team first.

ZoomInfo

Sales intelligence

  1. Ask your ZoomInfo account team to provision API access for your contract.
  2. As an admin, open the ZoomInfo Admin Portal, then Integrations, then API.
  3. Generate a Client ID and private key and copy both.
  4. In the ClickRuntime dashboard, open Connections & secrets and save the Client ID and private key as secrets for ZoomInfo. They are exchanged for a short-lived token that is sent as a Bearer token.

Good to know

ZoomInfo limits that affect automations

  • The ZoomInfo API is only available with an enterprise contract that includes API access.
  • Calls use record credits from your contract, so keep searches narrow and watch your usage.
  • ZoomInfo's access tokens expire after 60 minutes. A new one is requested automatically, so long-running automations keep working.
  • Intent data needs an API license that includes intent.

FAQ

Questions about automating ZoomInfo

Can I use ZoomInfo automations without an enterprise contract?
No. ZoomInfo only provides API access under an enterprise contract, and your account team has to switch it on before an admin can create credentials.
Will automations use our ZoomInfo credits?
Yes, searches that return records use credits. The credit usage monitor can warn you before you reach your limit.
What does the intent digest need?
An API license that includes intent data, and the topics you care about. It lists companies above the intent score you set.
Do I have to reconnect when the token expires?
No. ZoomInfo tokens last an hour, and a fresh one is fetched with your saved Client ID and private key when needed.
Do I need AI for ZoomInfo automations?
No. The intent digest and credit monitor run without it. If you ask for account summaries, that uses the AI that comes with every ClickRuntime plan, so you don't need your own AI key.
Is this a ZoomInfo connector for ChatGPT or Claude?
Not for chatting with ZoomInfo data. A chat connector lets your assistant read and change ZoomInfo while you're in the conversation. ClickRuntime is for the work that should happen without you: you set up an automation from the chat once, and it keeps running on a schedule or on each ZoomInfo event.

Related pages

Keep exploring

Tell your assistant what ZoomInfo should do

Free plan. No credit card.

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