Sales | Enrich Account in ZoomInfo
Enriches account data from ZoomInfo including employee count, funding information, technologies used, and other data.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Agentforce for Sales or Agentforce for an Industry add-on, or in Agentforce 1 Sales and Industry Editions where included. Requires each user to have the Agentforce for Sales or Agentforce for an Industry add-on to access actions. |
| User Permissions Needed | |
|---|---|
| To create and configure prospecting agents: | Sales Agentic Prospecting Manager |
| To connect to ZoomInfo: | ZoomInfo Prospecting Access |
| See Common User Access for Standard Agent Actions. | |
Action Details
| API Name | LookupAccountInZoominfo |
| Reference Action Type | Standard Action |
| Reference Action | lookupAccountInZoominfo |
| Does this action execute one or more prompt templates? | No |
| Required Setup | Set Up Agentforce Prospecting |
Guidelines and Considerations
- This action requires ZoomInfo to be connected.
- The agent skips this action when ZoomInfo isn't connected or the account isn't found.
- This action runs once per account.
- The agent's ability to enrich an account depends on the account name and the website's accuracy. Populate these fields to maximize how well accounts match to ZoomInfo data.
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