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ZoomInfo Platform Help

ZoomInfo平台帮助

Help the user with ZoomInfo platform questions — SalesOS (prospecting, enrichment, intent, org charts, Engage sequences, conversation intelligence), MarketingOS (B2B advertising, FormComplete, website chat), OperationsOS (data orchestration, CRM hygiene, deduplication), Copilot (AI pipeline management), and API integration.
为用户解答ZoomInfo平台相关问题——涵盖SalesOS（线索挖掘、enrichment、意向数据、组织架构图、Engage序列、对话智能）、MarketingOS（B2B广告、FormComplete、网站聊天）、OperationsOS（数据编排、CRM健康度、去重）、Copilot（AI销售管道管理）以及API集成。

Step 1 — Gather context

步骤1 — 收集上下文

Ask the user:
  1. Which ZoomInfo product are you working with?
    • A) SalesOS — prospecting, enrichment, Engage sequences
    • B) MarketingOS — advertising, FormComplete, chat
    • C) OperationsOS — data orchestration, CRM hygiene
    • D) Copilot — AI-assisted pipeline management
    • E) API — building custom integrations
    • F) Not sure / multiple areas
  2. What's your role?
    • A) Sales rep or SDR
    • B) Sales manager or director
    • C) Marketing / demand gen
    • D) Rev ops / sales ops
    • E) Developer / engineer
    • F) Admin configuring ZoomInfo
  3. What are you trying to accomplish?
    • A) Find and export prospect lists
    • B) Enrich existing CRM records
    • C) Set up buyer intent alerts
    • D) Build outbound sequences (Engage)
    • E) Configure advertising audiences
    • F) Clean up / deduplicate CRM data
    • G) Integrate ZoomInfo with CRM or other tools
    • H) Use the API programmatically
    • I) Something else — describe it
询问用户:
  1. 你正在使用哪款ZoomInfo产品？
    • A) SalesOS — 线索挖掘、enrichment、Engage序列
    • B) MarketingOS — 广告、FormComplete、聊天
    • C) OperationsOS — 数据编排、CRM健康度
    • D) Copilot — AI辅助销售管道管理
    • E) API — 构建自定义集成
    • F) 不确定/涉及多个模块
  2. 你的角色是什么？
    • A) 销售代表或SDR
    • B) 销售经理或总监
    • C) 营销/需求生成
    • D) 营收运营/销售运营
    • E) 开发/工程师
    • F) 配置ZoomInfo的管理员
  3. 你想要实现什么目标？
    • A) 查找并导出潜客列表
    • B) 补全现有CRM记录
    • C) 设置购买意向提醒
    • D) 构建外触序列（Engage）
    • E) 配置广告受众
    • F) 清理/去重CRM数据
    • G) 将ZoomInfo与CRM或其他工具集成
    • H) 程序化使用API
    • I) 其他需求 — 请描述

Step 2 — Route or answer directly

步骤2 — 流转问题或直接解答

If the question is about strategy rather than ZoomInfo-specific configuration, route to the appropriate skill:
  • General enrichment strategy → 
    /sales-enrich
  • Buying intent interpretation → 
    /sales-intent
  • Multi-channel cadence design → 
    /sales-cadence
  • Account mapping strategy → 
    /sales-account-map
  • CRM data quality strategy → 
    /sales-data-hygiene
  • B2B advertising strategy → 
    /sales-b2b-advertising
  • Call coaching methodology → 
    /sales-call-review
  • Lead routing rules → 
    /sales-lead-routing
  • Prospect list strategy → 
    /sales-prospect-list
  • Tool integrations → 
    /sales-integration
If the question is ZoomInfo-specific, answer directly using the reference below.
如果问题是关于通用策略而非ZoomInfo专属配置的，流转到对应的技能:
  • 通用enrichment策略 → 
    /sales-enrich
  • 购买意向解读 → 
    /sales-intent
  • 多渠道触达节奏设计 → 
    /sales-cadence
  • 客户账户映射策略 → 
    /sales-account-map
  • CRM数据质量策略 → 
    /sales-data-hygiene
  • B2B广告策略 → 
    /sales-b2b-advertising
  • 电话辅导方法论 → 
    /sales-call-review
  • 线索分配规则 → 
    /sales-lead-routing
  • 潜客列表策略 → 
    /sales-prospect-list
  • 工具集成 → 
    /sales-integration
如果是ZoomInfo专属的问题，使用下方参考内容直接解答。

Step 3 — ZoomInfo platform reference

步骤3 — ZoomInfo平台参考

SalesOS

SalesOS

The core prospecting and intelligence product.
核心线索挖掘与情报产品。

Search & Prospecting

搜索与线索挖掘

  • Advanced Search — filter by 300+ attributes: company size, revenue, industry, technology, location, job title, seniority, department, funding, news triggers
  • Boolean Search — combine filters with AND/OR/NOT for precision targeting
  • Saved Searches — save filter combinations, receive alerts when new matches appear
  • Org Charts — visualize reporting hierarchies, identify decision-makers and buying committee members
  • News & Alerts — track company events (funding, leadership changes, expansion) as prospecting triggers
  • Scoops — pre-built buying signals: projects, initiatives, pain points reported by ZoomInfo's research team
  • 高级搜索 — 支持按300+属性筛选: 公司规模、营收、行业、技术栈、位置、职位、职级、部门、融资情况、新闻触发事件
  • 布尔搜索 — 用AND/OR/NOT组合筛选条件，实现精准定位
  • 保存搜索 — 保存筛选条件组合，当有新匹配项时自动接收提醒
  • 组织架构图 — 可视化汇报层级，识别决策人和采购委员会成员
  • 新闻与提醒 — 跟踪公司事件（融资、管理层变动、扩张）作为线索挖掘触发点
  • Scoops — 预置采购信号: 由ZoomInfo研究团队收集的项目、业务动向、痛点信息

Enrichment

Enrichment

  • Contact Enrich — pass partial records (name + company), get back verified email, direct dial, title, department, seniority
  • Company Enrich — firmographic data: revenue, employee count, industry, sub-industry, SIC/NAICS codes, tech stack, location
  • Bulk Enrich — enrich up to 25 records per API call, or use in-platform bulk operations
  • Auto-Enrich — configure rules to enrich new CRM records automatically on creation
  • Credit system — enrichment consumes credits; monitor via Usage API or in-platform dashboard
  • 联系人补全 — 传入不完整记录（姓名+公司），返回验证过的邮箱、直拨电话、职位、部门、职级
  • 公司补全 — 企业统计数据: 营收、员工数、行业、子行业、SIC/NAICS编码、技术栈、位置
  • 批量补全 — 单次API调用最多补全25条记录，也可使用平台内批量操作
  • 自动补全 — 配置规则，新建CRM记录时自动触发补全
  • 积分系统 — 补全操作会消耗积分，可通过Usage API或平台内仪表盘监控使用情况

Buyer Intent

购买意向

  • Intent signals — tracks 4,000+ topics across the web; surfaces companies actively researching topics relevant to your product
  • Topic configuration — select intent topics in ZoomInfo admin; these determine which signals you receive
  • Intent scoring — companies scored by signal strength; "Spike" indicates surge vs baseline
  • Recommended Contacts — intent enrichment returns suggested contacts at companies showing intent
  • Alerts — configure email/Slack alerts when target accounts show intent spikes
  • 意向信号 — 跟踪全网4000+主题，识别正在调研与你产品相关主题的公司
  • 主题配置 — 在ZoomInfo管理后台选择意向主题，决定你能收到的信号类型
  • 意向评分 — 按信号强度给公司打分，「Spike」表示信号强度远超基线水平
  • 推荐联系人 — 意向补全功能会返回高意向公司的推荐联系人
  • 提醒 — 配置邮件/Slack提醒，当目标客户出现意向激增时及时通知

Engage (Sales Engagement)

Engage（销售触达）

  • Sequences — multi-step email + call + LinkedIn sequences with automated follow-up
  • Email templates — personalization variables, A/B testing, template library
  • Dialer — built-in power dialer with local presence, call recording, voicemail drop
  • Task management — automated task creation for manual steps (LinkedIn, research)
  • Analytics — open/click/reply rates, sequence performance, rep activity metrics
  • 序列 — 多步骤邮件+电话+LinkedIn触达序列，支持自动跟进
  • 邮件模板 — 支持个性化变量、A/B测试、模板库
  • 拨号器 — 内置高效拨号器，支持本地号码显示、通话录音、语音留言一键投放
  • 任务管理 — 为手动操作（LinkedIn触达、调研）自动创建任务
  • 数据分析 — 打开/点击/回复率、序列表现、销售代表活动指标

Conversation Intelligence

对话智能

  • Chorus (acquired) — call recording, transcription, and AI analysis
  • Deal insights — tracks mentions of competitors, pricing, next steps, objections
  • Coaching — highlights talk-to-listen ratio, longest monologue, question frequency
  • CRM sync — auto-logs call summaries and key moments to CRM records
  • Chorus（收购产品） — 通话录音、转写、AI分析
  • 商机洞察 — 跟踪竞争对手、定价、下一步动作、异议点的提及情况
  • 辅导 — 高亮展示听说比、最长单口发言时长、提问频率
  • CRM同步 — 自动将通话摘要和关键节点同步到CRM记录

MarketingOS

MarketingOS

B2B marketing-specific features.
B2B营销专属功能。

Advertising

广告

  • Display ads — target accounts across programmatic ad networks based on ZoomInfo data
  • Audience Builder — create audiences from ZoomInfo segments: intent, firmographic, technographic
  • Cross-channel — display, social (LinkedIn, Facebook), connected TV
  • ABM campaigns — target specific account lists with tailored creative
  • Retargeting — re-engage website visitors identified by WebSights
  • 展示广告 — 基于ZoomInfo数据，在程序化广告网络中定向目标客户
  • 受众构建器 — 基于ZoomInfo细分维度构建受众: 意向、企业统计属性、技术栈属性
  • 跨渠道投放 — 展示广告、社交平台（LinkedIn、Facebook）、联网电视
  • ABM campaign — 为特定客户列表定制创意素材进行定向投放
  • 重定向 — 重新触达被WebSights识别的网站访客

FormComplete

FormComplete

  • Form shortening — auto-fill form fields using ZoomInfo data when a visitor's email is recognized
  • Progressive profiling — reduce form fields to 2-3; ZoomInfo enriches the rest
  • Lead capture — even partial submissions get enriched with full contact/company data
  • Integration — works with Marketo, HubSpot, Pardot, and custom forms
  • 表单缩短 — 当识别到访客邮箱时，用ZoomInfo数据自动填充表单字段
  • 渐进式画像 — 将表单字段减少到2-3个，其余信息由ZoomInfo补全
  • 线索捕获 — 即使是部分提交的表单也能补全完整的联系人/公司数据
  • 集成 — 支持Marketo、HubSpot、Pardot和自定义表单

Chat (Website Visitor Engagement)

聊天（网站访客互动）

  • Chatbot — trigger conversations based on visitor firmographic data (identified via WebSights)
  • Routing — route high-value visitors to the right sales rep based on territory/account ownership
  • Meeting booking — let visitors book meetings directly from chat
  • 聊天机器人 — 基于访客的企业属性（通过WebSights识别）触发对话
  • 路由 — 根据地域/账户归属将高价值访客分配给对应销售代表
  • 会议预约 — 访客可直接在聊天中预约会议

WebSights

WebSights

  • Anonymous visitor ID — identify companies visiting your website using IP-to-company matching
  • Visitor analytics — see which pages target accounts are viewing, session frequency, time on site
  • Alerts — get notified when target accounts visit key pages (pricing, demo, case studies)
  • Integration — feed visitor data into CRM, marketing automation, or advertising audiences
  • 匿名访客识别 — 通过IP到公司的匹配识别访问你网站的企业
  • 访客分析 — 查看目标客户访问了哪些页面、访问频率、停留时长
  • 提醒 — 当目标客户访问关键页面（定价、演示、案例研究）时收到通知
  • 集成 — 将访客数据同步到CRM、营销自动化工具或广告受众

OperationsOS

OperationsOS

Data management and orchestration.
数据管理与编排。

Data Orchestration

数据编排

  • Workflows — build automated data flows: when X happens → enrich → route → update CRM
  • Matching — fuzzy match incoming records to existing CRM records before creating duplicates
  • Normalization — standardize job titles, industries, company names across your database
  • Routing — assign leads to reps based on territory, account ownership, round-robin, or custom rules
  • 工作流 — 构建自动化数据流: 当X事件发生 → 补全 → 分配 → 更新CRM
  • 匹配 — 新建记录前与现有CRM记录进行模糊匹配，避免重复
  • 标准化 — 统一数据库中的职位、行业、公司名称格式
  • 路由 — 根据地域、账户归属、轮询或自定义规则将线索分配给销售代表

CRM Hygiene

CRM健康度

  • Deduplication — identify and merge duplicate contacts, leads, and accounts
  • Data decay management — flag stale records (job changes, company changes) and auto-refresh
  • Field completeness — identify records missing critical fields and trigger enrichment
  • Compliance — manage opt-outs and do-not-contact lists across your database
  • 去重 — 识别并合并重复的联系人、线索、账户
  • 数据失效管理 — 标记过期记录（职位变动、公司变动）并自动刷新
  • 字段完整性 — 识别缺失关键字段的记录并触发补全
  • 合规 — 管理全库的退订和禁触名单

Copilot

Copilot

AI-powered sales assistant (Elite plan).
  • Next-best-action — AI recommends which accounts to prioritize and what action to take
  • Deal predictions — forecasts deal outcomes based on engagement signals, intent, and activity
  • Pipeline management — surfaces at-risk deals, stalled opportunities, and buying committee gaps
  • Auto-research — generates account briefs and talking points before meetings
  • Integration — surfaces recommendations in CRM, email, and Engage
AI驱动的销售助手（精英套餐专属）。
  • 下一步最优动作 — AI推荐应优先跟进的客户和对应的执行动作
  • 商机预测 — 基于互动信号、意向数据、活动数据预测商机结果
  • 销售管道管理 — 高亮风险商机、停滞的机会、采购委员会缺口
  • 自动调研 — 会前生成账户简报和沟通要点
  • 集成 — 在CRM、邮件、Engage中展示推荐建议

Data model

数据模型

ObjectKey fieldsNotes
ContactpersonId, firstName, lastName, email, phone, directPhoneDoNotCall, jobTitle, managementLevel, department, companyIdpersonId is the unique identifier; email may have multiple (work, personal)
CompanycompanyId, companyName, website, revenue, employeeCount, industry, subIndustry, sicCode, naicsCode, techStackrevenue and employeeCount are ranges in search, exact in enrich
IntentcompanyId, topicId, topicName, signalScore, signalStartDate, audienceStrengthsignalScore is relative to baseline; "Spike" = above normal
ScoopsscoopId, topicName, companyId, publishedDate, descriptionPre-researched buying signals from ZoomInfo research team
NewsnewsId, companyId, headline, category, publishedDateCategories: funding, acquisition, expansion, leadership, product launch
对象关键字段说明
联系人personId, firstName, lastName, email, phone, directPhoneDoNotCall, jobTitle, managementLevel, department, companyIdpersonId是唯一标识符；邮箱可能有多个（工作、个人）
公司companyId, companyName, website, revenue, employeeCount, industry, subIndustry, sicCode, naicsCode, techStack搜索时营收和员工数是范围值，补全时是精确值
意向companyId, topicId, topicName, signalScore, signalStartDate, audienceStrengthsignalScore是相对于基线的数值；「Spike」表示高于正常水平
ScoopsscoopId, topicName, companyId, publishedDate, descriptionZoomInfo研究团队提前调研的采购信号
新闻newsId, companyId, headline, category, publishedDate分类: 融资、收购、扩张、管理层变动、产品发布

API quick reference

API快速参考

ActionMethodEndpointNotes
Authenticate (PKI)POST
/authenticate
Returns JWT; refresh every 60 min
Search ContactsPOST
/search/contact
Filter by 300+ attributes
Search CompaniesPOST
/search/company
Firmographic + technographic filters
Enrich ContactPOST
/enrich/contact
Up to 25 records per call
Enrich CompanyPOST
/enrich/company
Firmographic data
Enrich IntentPOST
/enrich/intent
Intent signals for a company
Lookup ContactGET
/lookup/contact/{personId}
Full profile by ID
Lookup CompanyGET
/lookup/company/{companyId}
Full company profile
Bulk EnrichPOST
/bulk/enrich
Async batch enrichment
UsageGET
/usage
Credit consumption tracking
WebSightsPOST
/websights/search
Anonymous visitor data
CompliancePOST
/compliance/optout
Manage opt-out records
Base URL: 
https://api.zoominfo.com
Auth: PKI (Client ID + Private Key → JWT) or username/password → JWT. Token expires every 60 minutes. Rate limits: Auth: 1 req/s · Standard APIs: 25 req/s · Scaling APIs: 33 req/s Rate limit headers: 
X-RateLimit-Remaining
, 
X-RateLimit-Reset
, 
X-Usage-Record-Limit-Remaining
See 
/sales-zoominfo/references/zoominfo-api-reference.md
for the full API reference.
操作方法端点说明
认证（PKI）POST
/authenticate
返回JWT；每60分钟刷新一次
搜索联系人POST
/search/contact
支持300+属性筛选
搜索公司POST
/search/company
支持企业属性+技术栈属性筛选
联系人补全POST
/enrich/contact
单次调用最多处理25条记录
公司补全POST
/enrich/company
返回企业统计数据
意向补全POST
/enrich/intent
返回公司的意向信号
查询联系人GET
/lookup/contact/{personId}
根据ID返回完整资料
查询公司GET
/lookup/company/{companyId}
返回完整公司资料
批量补全POST
/bulk/enrich
异步批量补全
使用情况GET
/usage
积分消耗跟踪
WebSightsPOST
/websights/search
匿名访客数据
合规POST
/compliance/optout
管理退订记录
基础URL: 
https://api.zoominfo.com
认证: PKI（客户端ID + 私钥 → JWT）或用户名/密码 → JWT。Token有效期为60分钟。 速率限制: 认证接口: 1次/秒 · 标准API: 25次/秒 · 扩展API: 33次/秒 速率限制头: 
X-RateLimit-Remaining
, 
X-RateLimit-Reset
, 
X-Usage-Record-Limit-Remaining
完整API参考请查看 
/sales-zoominfo/references/zoominfo-api-reference.md
。

Integrations

集成

IntegrationTypeWhat it does
SalesforceNative appBi-directional sync: contacts, accounts, leads, opportunities. Enrich on create. View ZoomInfo data in SF.
HubSpotNativeContact/company sync, enrich on create, intent data in HubSpot, FormComplete for HubSpot forms
Microsoft DynamicsNativeContact/account sync, enrichment, intent alerts
MarketoNativeLead enrichment, audience sync for nurture, FormComplete integration
PardotNativeLead enrichment, scoring integration
SalesloftNativePush contacts to Salesloft cadences directly from ZoomInfo
OutreachNativePush contacts to Outreach sequences from ZoomInfo
SlackNativeIntent alerts, Scoops notifications, daily digests
ZapierConnectorTrigger on new contacts/companies, enrich records in other tools
PipedriveNativeContact/deal sync, enrichment
集成产品类型功能
Salesforce原生应用双向同步: 联系人、账户、线索、商机。新建记录时自动补全。在SF中查看ZoomInfo数据。
HubSpot原生联系人/公司同步、新建记录自动补全、HubSpot内查看意向数据、HubSpot表单支持FormComplete
Microsoft Dynamics原生联系人/公司同步、补全、意向提醒
Marketo原生线索补全、培育受众同步、FormComplete集成
Pardot原生线索补全、评分集成
Salesloft原生直接从ZoomInfo将联系人推送到Salesloft触达节奏
Outreach原生从ZoomInfo将联系人推送到Outreach序列
Slack原生意向提醒、Scoops通知、每日摘要
Zapier连接器新增联系人/公司时触发动作，在其他工具中补全记录
Pipedrive原生联系人/商机同步、补全

Step 4 — Actionable guidance

步骤4 — 可落地指导

Based on the user's goal, provide step-by-step instructions:
根据用户的目标，提供分步操作指南:

For prospecting (finding new leads)

线索挖掘（寻找新线索）

  1. Define your ICP using Advanced Search filters (industry, employee count, revenue, technology)
  2. Layer intent signals — filter for companies showing intent on your topics
  3. Use Org Charts to identify the buying committee (economic buyer, champion, technical evaluator)
  4. Export to CRM or push directly to Engage/Salesloft/Outreach sequences
  5. Set up Saved Searches with alerts for new matches
  1. 使用高级搜索筛选条件定义你的ICP（理想客户画像）（行业、员工数、营收、技术栈）
  2. 叠加意向信号 — 筛选对你的产品相关主题表现出意向的公司
  3. 使用组织架构图识别采购委员会（经济决策者、支持者、技术评估者）
  4. 导出到CRM或直接推送到Engage/Salesloft/Outreach序列
  5. 保存搜索并开启新匹配项提醒

For enrichment

Enrichment场景

  1. Identify records to enrich (new leads, stale contacts, incomplete accounts)
  2. Choose enrichment method: manual (in-platform), bulk (CSV upload), auto (rules-based), or API
  3. Map enrichment fields to CRM fields before running bulk operations
  4. Monitor credit usage — enrichment consumes credits per record
  5. Set up auto-enrich rules for ongoing data freshness
  1. 识别需要补全的记录（新线索、过期联系人、不完整的公司信息）
  2. 选择补全方式: 手动（平台内操作）、批量（CSV上传）、自动（规则触发）、API
  3. 批量操作前先将补全字段与CRM字段做好映射
  4. 监控积分使用情况 — 每条记录补全都会消耗积分
  5. 配置自动补全规则保证数据持续更新

For intent-based selling

意向驱动销售场景

  1. Configure your intent topics in ZoomInfo admin (align with your product's problem spaces)
  2. Create a Saved Search filtered by intent spike + your ICP criteria
  3. Set up Slack/email alerts for target account intent spikes
  4. Use Recommended Contacts to find the right people at spiking accounts
  5. Trigger Engage sequences or push to your sales engagement platform
  1. 在ZoomInfo管理后台配置意向主题（与你产品解决的问题领域对齐）
  2. 创建包含意向激增+ICP筛选条件的保存搜索
  3. 配置Slack/邮件提醒，实时接收目标客户意向激增通知
  4. 使用推荐联系人功能找到意向公司的对接人
  5. 触发Engage序列或推送到你的销售触达平台

For advertising (MarketingOS)

广告场景（MarketingOS）

  1. Build audience segments using firmographic + intent + technographic filters
  2. Create campaigns targeting those audiences across display, LinkedIn, Facebook
  3. Set up WebSights to track which target accounts visit your site after seeing ads
  4. Retarget engaged visitors with bottom-of-funnel creative
  5. Measure with ZoomInfo attribution — which accounts progressed after ad exposure
  1. 使用企业属性+意向+技术栈筛选条件构建受众细分
  2. 在展示广告、LinkedIn、Facebook等渠道创建针对这些受众的campaign
  3. 配置WebSights跟踪目标客户看到广告后访问你网站的情况
  4. 用漏斗底部的创意素材重定向参与过的访客
  5. 使用ZoomInfo归因衡量效果 — 查看哪些客户在看到广告后进入了下一阶段

For data orchestration (OperationsOS)

数据编排场景（OperationsOS）

  1. Audit current CRM data quality — field completeness, duplicate rate, decay rate
  2. Set up matching rules to prevent future duplicates
  3. Configure normalization rules for job titles, industries, company names
  4. Build enrichment workflows: new record → match → enrich → route
  5. Schedule recurring data hygiene jobs (monthly dedup, quarterly refresh)
  1. 审计当前CRM数据质量 — 字段完整性、重复率、失效率
  2. 设置匹配规则避免后续产生重复记录
  3. 配置职位、行业、公司名称的标准化规则
  4. 构建补全工作流: 新建记录 → 匹配 → 补全 → 分配
  5. 定期调度数据健康度任务（每月去重、每季度刷新）

Gotchas

注意事项

Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.
  1. Intent topics are subscription-dependent — you only receive intent signals for topics configured in your ZoomInfo account. If a user asks about intent data they're not seeing, check their topic configuration first — the API won't return topics that aren't in their subscription.
  2. Credit system is complex — different actions consume different credit amounts (search vs enrich vs export). Bulk operations can burn through credits fast. Always check 
    X-Usage-Record-Limit-Remaining
    header or the Usage API before large operations.
  3. JWT expires every 60 minutes — API integrations MUST handle token refresh. A common failure mode is hardcoding a token and having it silently expire. Implement auto-refresh logic that checks the JWT expiration claim.
  4. Copilot is Elite-only — AI features (next-best-action, deal predictions, auto-research) require the Elite plan (~$39,995/yr). Don't recommend Copilot features to users who may be on Professional or Advanced plans.
  5. WebSights identifies companies, not individuals — IP-to-company matching reveals the organization, not the specific person. Users sometimes expect individual visitor identification. Pair WebSights with Contact Search to find the right people at identified companies.
来自研究的最佳实践 — 请重点查看，尤其是套餐限制功能和集成相关的注意事项可能会过时。
  1. 意向主题依赖订阅套餐 — 你只能收到ZoomInfo账户中配置的主题对应的意向信号。如果用户反馈看不到预期的意向数据，首先检查他们的主题配置 — API不会返回订阅外的主题数据。
  2. 积分系统规则复杂 — 不同操作消耗的积分数量不同（搜索、补全、导出各有差异）。批量操作会快速消耗积分。大型操作前务必检查
    X-Usage-Record-Limit-Remaining
    头或Usage API。
  3. JWT每60分钟过期 — API集成必须处理token刷新。常见的错误是硬编码token导致其静默过期。请实现自动刷新逻辑，检查JWT的过期声明。
  4. Copilot是精英套餐专属 — AI功能（下一步最优动作、商机预测、自动调研）需要精英套餐（约39995美元/年）。不要向可能使用专业版或高级版套餐的用户推荐Copilot功能。
  5. WebSights只能识别公司，不能识别个人 — IP到公司的匹配只能识别所属组织，不能识别具体访问者。用户有时会期望识别到个人访客，可以将WebSights与联系人搜索结合，找到已识别公司的对应联系人。

Step 5 — Related skills

步骤5 — 相关技能

  • /sales-enrich
    — enrichment strategy across all providers, waterfall enrichment
  • /sales-intent
    — interpreting buying signals and prioritizing accounts
  • /sales-account-map
    — mapping buying committees and org charts
  • /sales-cadence
    — designing multi-channel outbound sequences
  • /sales-call-review
    — coaching from recorded sales calls
  • /sales-live-chat
    — website chat strategy and implementation
  • /sales-data-hygiene
    — CRM data quality, deduplication, and data decay management
  • /sales-b2b-advertising
    — account-based advertising strategy across platforms
  • /sales-prospect-list
    — building targeted prospect lists
  • /sales-integration
    — connecting ZoomInfo to CRM and other tools
  • /sales-lead-routing
    — lead assignment and territory rules
  • /sales-deliverability
    — email deliverability for Engage sequences
  • /sales-do
    — Not sure which skill to use? The router matches any sales objective to the right skill. Install: 
    npx skills add sales-skills/sales --skills sales-do
  • /sales-enrich
    — 全供应商补全策略、瀑布式补全
  • /sales-intent
    — 解读采购信号、客户优先级排序
  • /sales-account-map
    — 采购委员会和组织架构图映射
  • /sales-cadence
    — 设计多渠道外触序列
  • /sales-call-review
    — 基于销售通话录音的辅导
  • /sales-live-chat
    — 网站聊天策略和落地
  • /sales-data-hygiene
    — CRM数据质量、去重、数据失效管理
  • /sales-b2b-advertising
    — 跨平台的账户级广告策略
  • /sales-prospect-list
    — 构建定向潜客列表
  • /sales-integration
    — 将ZoomInfo与CRM和其他工具连接
  • /sales-lead-routing
    — 线索分配和地域规则
  • /sales-deliverability
    — Engage序列的邮件送达率优化
  • /sales-do
    — 不知道该用哪个技能？这个路由技能可以将任何销售目标匹配到对应的技能。安装命令: 
    npx skills add sales-skills/sales --skills sales-do

Examples

示例

Example 1: Setting up intent-based prospecting

示例1: 设置意向驱动的线索挖掘

User says: "I want to find companies showing buying intent for cybersecurity solutions and get the right contacts there" Skill does: Walks through configuring intent topics (endpoint security, SIEM, zero trust, etc.), building a Saved Search with ICP filters + intent spike, using Recommended Contacts to find security decision-makers, and setting up Slack alerts for new spikes. Result: User has an intent-triggered prospecting workflow that surfaces in-market accounts with the right contacts.
用户提问: "我想找到对网络安全解决方案表现出购买意向的公司，并获取这些公司的对接人联系方式" 技能响应: 引导用户配置意向主题（端点安全、SIEM、零信任等）、构建包含ICP筛选条件+意向激增的保存搜索、使用推荐联系人找到安全部门决策人、设置Slack提醒接收新增意向信号。 结果: 用户获得了一个意向触发的线索挖掘工作流，能够自动识别处于采购周期的客户和对应对接人。

Example 2: Bulk CRM enrichment

示例2: 批量CRM补全

User says: "We have 15,000 contacts in Salesforce with missing phone numbers and stale job titles. How do I clean this up in ZoomInfo?" Skill does: Recommends OperationsOS data orchestration approach — export stale records, run bulk enrichment via API or in-platform, map fields back to Salesforce, set up auto-enrich rules for ongoing freshness. Warns about credit consumption at scale. Result: User has a plan to refresh 15K records and prevent future data decay.
用户提问: "我们Salesforce里有15000个联系人缺失电话号码，职位信息也过期了。我怎么用ZoomInfo清理这些数据？" 技能响应: 推荐使用OperationsOS数据编排方案 — 导出过期记录、通过API或平台内功能运行批量补全、将字段映射回Salesforce、配置自动补全规则保证数据持续更新。提醒用户大规模操作的积分消耗问题。 结果: 用户获得了刷新15000条记录和避免后续数据失效的方案。

Example 3: API integration for custom enrichment

示例3: 自定义补全的API集成

User says: "I'm building a lead scoring system and need to pull ZoomInfo data via API whenever a new lead comes in" Skill does: Provides API authentication setup (PKI method), shows the Contact Enrich endpoint with request/response format, explains credit implications, recommends implementing JWT refresh logic and rate limit handling. Result: User has working API integration code for real-time lead enrichment.
用户提问: "我正在构建线索评分系统，需要每次有新线索进入时通过API拉取ZoomInfo数据" 技能响应: 提供API认证配置（PKI方式）、展示联系人补全端点的请求/响应格式、说明积分影响、建议实现JWT刷新逻辑和速率限制处理。 结果: 用户获得了可用于实时线索补全的API集成方案。

Troubleshooting

问题排查

Intent data not showing for target accounts

目标客户的意向数据不显示

Symptom: User configured intent topics but isn't seeing signals for accounts they expect Cause: Intent topics must match ZoomInfo's taxonomy exactly. Also, small companies may not generate enough web activity to trigger intent signals. Solution: Review intent topic configuration in ZoomInfo admin. Check that topics align with ZoomInfo's available taxonomy (4,000+ topics). For small companies, use Scoops and News alerts as supplementary buying signals instead of relying solely on intent.
症状: 用户配置了意向主题，但看不到预期客户的信号 原因: 意向主题必须与ZoomInfo的分类体系完全匹配。另外，小公司可能没有足够的网络活动触发意向信号。 解决方案: 检查ZoomInfo管理后台的意向主题配置，确认主题与ZoomInfo可用分类体系（4000+主题）对齐。对于小公司，可以使用Scoops和新闻提醒作为补充采购信号，不要完全依赖意向数据。

API returns 401 after working initially

API初始运行正常后返回401

Symptom: API calls that were working suddenly return 401 Unauthorized Cause: JWT token expired (60-minute lifespan) Solution: Implement token refresh logic — check the 
exp
claim in the JWT payload and re-authenticate before expiration. Use the PKI auth method for programmatic access (more reliable than username/password for automated systems).
症状: 之前正常的API调用突然返回401未授权 原因: JWT token过期（有效期60分钟） 解决方案: 实现token刷新逻辑 — 检查JWT payload中的
exp
声明，在过期前重新认证。程序化访问建议使用PKI认证方式（比用户名/密码更适合自动化系统）。

Enrichment returning incomplete data

Enrichment返回的数据不完整

Symptom: Bulk enrichment returns records with missing fields (no phone, no email) Cause: ZoomInfo's coverage varies by contact — not every person has a verified direct dial or email. Also, some fields are plan-gated. Solution: Check your plan's data access level. For missing contacts, use waterfall enrichment (ZoomInfo → Apollo → Lusha) via 
/sales-enrich
. For missing company data, try the Company Enrich endpoint with the company's domain as the identifier (higher match rate than company name).
症状: 批量补全返回的记录存在字段缺失（无电话、无邮箱） 原因: ZoomInfo的联系人覆盖率因个体而异 — 不是每个人都有验证过的直拨电话或邮箱。另外，部分字段受套餐限制。 解决方案: 检查你套餐的数据访问权限。对于缺失的联系人，可以通过
/sales-enrich
使用瀑布式补全（ZoomInfo → Apollo → Lusha）。对于缺失的公司数据，尝试使用公司域名作为标识符调用公司补全端点（比公司名称匹配率更高）。