Quick Start
This guide covers every ZoomInfo feature:
- Bắt đầu — Create account and basic setup
- How to Use GTM Studio — Build targeted lead lists with advanced filters
- How to Use Digital Advertising — Reach decision-makers with targeted ad campaigns
- How to Use Data Management — Keep your CRM records clean and accurate
- How to Use Conversation Intelligence — Analyze sales calls for winning patterns
- How to Use AI Copilot — Get AI-powered recommendations for next best actions
- How to Use GTM Workspace — Align sales and marketing teams in one hub
- How to Use Lead Generator — Automate lead capture from your ideal accounts
- How to Use Website Visitor Tracker — Identify anonymous companies visiting your site
- How to Use Webform Optimizer — Shorten forms while enriching lead data automatically
Time needed: 5 minutes per feature
Also in this guide: Pro Tips | Common Mistakes | Khắc phục sự cố | Chạy | Các lựa chọn thay thế
Why Trust This Guide
I’ve used ZoomInfo for over a year and tested every feature covered here. This tutorial comes from real hands-on experience — not marketing fluff or vendor screenshots.
ZoomInfo is one of the most powerful B2B sales intelligence tools available today.
But most users only scratch the surface of what it can do.
This guide shows you how to use every major feature.
Step by step, with screenshots and pro tips.
ZoomInfo Tutorial
This complete ZoomInfo tutorial walks you through every feature step by step, from initial setup to advanced tips that will make you a power user.
ZoomInfo
Find and connect with your ideal buyers using the most accurate B2B database. ZoomInfo gives you access to millions of verified contacts, intent signals, and tự động hóa tools to close deals faster.
Getting Started with ZoomInfo
Before using any feature, complete this one-time setup.
It takes about 3 minutes.
Watch this quick overview first:
![How To Use Zoominfo? [Beginners Tutorial 2025]](https://www.fahimai.com/wp-content/cache/flying-press/DSs0ZhuamJU-hqdefault.jpg)
Now let’s walk through each step.
Step 1: Create Your Account
Go to ZoomInfo’s website at zoominfo.com.
Click “Get a Demo” or “Start Free” in the top right corner.
Nhập thông tin của bạn việc kinh doanh email and company details.
ZoomInfo requires a business email — personal emails won’t work.
✓ Checkpoint: Kiểm tra của bạn hộp thư đến for a confirmation email from ZoomInfo.
Step 2: Access the Platform
ZoomInfo is a web-based platform — no download needed.
Log in with your new account at app.zoominfo.com.
Here’s what the dashboard looks like:
✓ Checkpoint: You should see the main dashboard with search bar and navigation menu.
Step 3: Complete Initial Setup
Set up your Ideal Customer Profile in the admin portal.
Define your target company size, industry, and location filters.
Kết nối của bạn CRM through the Admin Portal for data sync.
Install the ZoomInfo ReachOut browser extension for quick lookups.
✅ Done: You’re ready to use any feature below.
How to Use ZoomInfo GTM Studio
GTM Studio lets you build targeted go-to-market strategies with data-driven workflows.
Here’s how to use it step by step.
Watch GTM Studio in action:
Now let’s break down each step.
Step 1: Open GTM Studio
Click “GTM Studio” from the main navigation menu.
You’ll see options for building workflows and audience segments.
Step 2: Build Your Audience Segment
Apply firmographic filters like company size, revenue, and industry.
Add technographic filters to target companies using specific tools.
Layer intent data to find companies actively researching your solution.
✓ Checkpoint: You should see a filtered list of matching companies and contacts.
Step 3: Create Automated Workflows
Set trigger conditions like intent score thresholds or funding events.
Define actions such as CRM updates, email sequences, or team alerts.
Activate the workflow and monitor results in the dashboard.
✅ Result: You’ve created an automated GTM workflow that targets high-intent accounts.
💡 Mẹo hay: Combine intent data with technographic filters to find companies that need your product AND are actively looking for it.
How to Use ZoomInfo Digital Advertising
Digital Advertising lets you serve targeted ads to decision-makers at your ideal accounts.
Here’s how to use it step by step.
Watch Digital Advertising in action:
Now let’s break down each step.
Step 1: Create a New Campaign
Navigate to the Digital Advertising section from the main menu.
Click “Create Campaign” and choose your campaign type.
Step 2: Define Your Target Audience
Select target accounts using firmographic and intent-based criteria.
Narrow down by job title, seniority level, and department.
ZoomInfo matches your audience to real display ad inventory.
✓ Checkpoint: You should see estimated audience reach and impression counts.
Step 3: Launch and Monitor
Upload your ad creatives and set your budget.
Launch the campaign and track performance in real time.
✅ Result: Your ads now reach key decision-makers at companies that match your ICP.
💡 Mẹo hay: Use intent signals to serve ads only to accounts showing buying behavior — this cuts wasted ad spend dramatically.
How to Use ZoomInfo Data Management
Quản lý dữ liệu lets you clean, enrich, and maintain accurate records across your CRM.
Here’s how to use it step by step.
Watch Data Management in action:
Now let’s break down each step.
Step 1: Connect Your CRM
Go to the Admin Portal and select “Integrations.”
Choose your CRM — ZoomInfo supports Salesforce, HubSpot, và nhiều hơn nữa.
Step 2: Run a Data Health Audit
ZoomInfo scans your CRM for outdated or incomplete records.
Review the kiểm toán results showing missing emails, wrong titles, and stale data.
✓ Checkpoint: You should see a data quality score for your CRM records.
Step 3: Enrich and Sync Records
Select records to enrich with updated contact and company data.
Set up automated enrichment schedules to keep data fresh.
Map ZoomInfo fields to your CRM fields for accurate syncing.
✅ Result: Your CRM now has clean, verified data that updates automatically.
💡 Mẹo hay: Schedule weekly enrichment runs to catch job changes and new contacts before your competitors do.
How to Use ZoomInfo Conversation Intelligence
Trí tuệ đàm thoại lets you record, transcribe, and analyze sales calls for winning patterns.
Here’s how to use it step by step.
Watch Conversation Intelligence in action:
Now let’s break down each step.
Step 1: Enable Call Recording
Navigate to Conversation Intelligence in your ZoomInfo dashboard.
Connect your phone system or video conferencing tool.
Step 2: Review Call Transcripts
After each call, ZoomInfo generates a full transcript automatically.
Key moments like objections and next steps are highlighted for you.
✓ Checkpoint: You should see a searchable transcript with tagged key moments.
Step 3: Analyze Talk Patterns
Review talk-to-listen ratios and topic tracking across your team.
Identify which phrases and approaches lead to closed deals.
Share winning call snippets with your team for coaching.
✅ Result: You can now coach reps using real data from winning sales conversations.
💡 Mẹo hay: Create a library of top-performing call snippets so new reps can learn exactly what works.
How to Use ZoomInfo AI Copilot
Phi công phụ AI lets you get AI-powered recommendations for your next best sales actions.
Here’s how to use it step by step.
Watch AI Copilot in action:
Now let’s break down each step.
Step 1: Access AI Copilot
Click the AI Copilot icon in your ZoomInfo dashboard.
The AI analyzes your pipeline and account activity automatically.
Step 2: Review AI Recommendations
Copilot suggests which accounts to prioritize based on intent signals.
It recommends the best contacts to reach and optimal tiếp cận cộng đồng timing.
✓ Checkpoint: You should see a prioritized list of accounts with action recommendations.
Step 3: Execute Suggested Actions
Click any recommendation to take action directly from Copilot.
Send emails, add contacts to sequences, or update your CRM in one click.
✅ Result: AI now guides your daily sales actions based on real buying signals.
💡 Mẹo hay: Check Copilot first thing every morning — it surfaces the hottest accounts so you focus on deals most likely to close.
How to Use ZoomInfo GTM Workspace
GTM Workspace lets you align your sales and marketing teams around shared account data.
Here’s how to use it step by step.
Watch GTM Workspace in action:
Now let’s break down each step.
Step 1: Set Up Your Workspace
Navigate to GTM Workspace from the main menu.
Invite sales and marketing team members to the shared workspace.
Step 2: Define Shared Account Lists
Create target account lists that both teams can access and update.
Assign ownership and set engagement tracking for each account.
✓ Checkpoint: You should see shared account lists with team assignments and activity feeds.
Step 3: Track Cross-Team Engagement
Monitor how accounts interact with both sales outreach and marketing campaigns.
Use the unified timeline to see every touchpoint in one place.
✅ Result: Sales and marketing now work from the same data with full visibility into each other’s efforts.
💡 Mẹo hay: Set up weekly alignment meetings using Workspace data to keep both teams focused on the same high-value accounts.
How to Use ZoomInfo Lead Generator
Chỉ huy Máy phát điện lets you automate lead capture from your ideal customer accounts.
Here’s how to use it step by step.
Watch Lead Generator in action:
Now let’s break down each step.
Step 1: Set Your Lead Criteria
Open Lead Generator and define your target contact profile.
Apply filters for job title, seniority, department, and company size.
Step 2: Build Your Lead List
ZoomInfo searches its database and returns matching contacts.
Use the “Likely to Engage” filter to prioritize responsive contacts.
Tag leads and organize them into custom lists for outreach.
✓ Checkpoint: You should see a list of verified contacts matching your criteria.
Step 3: Export or Push to CRM
Export your lead list as a CSV file for manual import.
Or push contacts directly to your connected CRM in one click.
✅ Result: You have a targeted lead list ready for outreach in your CRM.
💡 Mẹo hay: Save your search criteria so ZoomInfo can alert you when new contacts match your ideal profile.
How to Use ZoomInfo Website Visitor Tracker
Website Visitor Tracker lets you identify anonymous companies browsing your website.
Here’s how to use it step by step.
Watch Website Visitor Tracker in action:
Now let’s break down each step.
Step 1: Install the Tracking Pixel
Go to Website Visitor Tracker settings in your admin portal.
Copy the tracking code and add it to your website’s header.
Step 2: Review Visitor Reports
ZoomInfo identifies companies visiting your site within 24 hours.
See which pages they visited, how long they stayed, and visit frequency.
✓ Checkpoint: You should see a list of company names with visited pages and unique visit counts.
Step 3: Turn Visitors into Leads
Click any visiting company to see decision-maker contacts.
Add high-value visitors to your outreach sequences automatically.
✅ Result: You’re now converting anonymous website traffic into qualified sales leads.
💡 Mẹo hay: Set up alerts for when target accounts visit your pricing page — that’s a strong buying signal worth immediate follow-up.
How to Use ZoomInfo Webform Optimizer
Webform Optimizer lets you shorten your web forms while still capturing full lead data.
Here’s how to use it step by step.
Watch Webform Optimizer in action:
Now let’s break down each step.
Step 1: Connect Your Web Forms
Navigate to Webform Optimizer in your ZoomInfo settings.
Connect the forms on your landing pages or website.
Step 2: Configure Auto-Fill Settings
Choose which fields ZoomInfo should auto-fill behind the scenes.
Reduce visible form fields to just name and email for higher conversion.
✓ Checkpoint: Your form should show fewer fields while ZoomInfo enriches the rest.
Step 3: Test and Launch
Submit a test form to verify all enriched fields populate correctly.
Check your CRM to confirm the full contact record was created.
✅ Result: Your forms now convert better with fewer fields while capturing complete lead data.
💡 Mẹo hay: A/B test a 2-field form against your current form — most teams see 30-50% higher conversion rates.
ZoomInfo Pro Tips and Shortcuts
After testing ZoomInfo for over a year, here are my best tips.
Phím tắt
| Action | Shortcut |
|---|---|
| Quick Search | Ctrl + K (Cmd + K on Máy Mac) |
| Save Current Search | Ctrl + S |
| Export Selected Contacts | Ctrl + E |
| Open ReachOut Extension | Alt + Z |
Hidden Features Most People Miss
- Scoops: Find trigger events like executive changes and funding rounds — access through the Scoops tab in your search filters.
- Org Charts: View company hierarchies to map the full buying committee — click any company profile and select “Org Chart.”
- ZoomInfo University: Free training modules that teach advanced features — access at university.zoominfo.com for guided learning paths.
ZoomInfo Common Mistakes to Avoid
Mistake #1: Searching Without an Ideal Customer Profile
❌ Wrong: Running broad searches and exporting thousands of random contacts.
✅ Right: Define your ICP first using firmographic and technographic filters, then search.
Mistake #2: Ignoring Intent Data
❌ Wrong: Cold-calling every contact on your list without checking buying signals.
✅ Right: Target accounts showing intent spikes — they’re actively researching solutions like yours.
Mistake #3: Not Connecting Your CRM
❌ Wrong: Manually exporting CSVs and importing them into your CRM every time.
✅ Right: Connect your CRM through the Admin Portal for automatic data sync and enrichment.
ZoomInfo Troubleshooting
Problem: Search Returns Too Many Irrelevant Results
Cause: Your search filters are too broad or missing key criteria.
Sửa chữa: Add more specific filters like company revenue range, employee count, and exclusion tags for companies you don’t want.
Problem: CRM Integration Not Syncing
Cause: Field mapping between ZoomInfo and your CRM is incomplete or incorrect.
Sửa chữa: Go to Admin Portal, review field mappings, and re-authenticate your CRM connection. Test with a single contact export first.
Problem: Contact Email Bouncing
Cause: The contact may have changed roles or companies since the data was last verified.
Sửa chữa: Use the “Last Verified” date filter to find recently verified contacts. Run NeverBounce verification before large email campaigns.
📌 Ghi chú: If none of these fix your issue, contact ZoomInfo support.
ZoomInfo là gì?
ZoomInfo is a B2B sales intelligence platform that helps you find and connect with ideal buyers.
Think of it like a massive business phone book powered by AI and intent data.
Watch this quick overview:
It includes these key features:
- GTM Studio: Build data-driven go-to-market workflows with automated targeting.
- Digital Advertising: Serve ads directly to decision-makers at target accounts.
- Quản lý dữ liệu: Clean, enrich, and sync your CRM data automatically.
- Trí tuệ đàm thoại: Record and analyze sales calls for coaching insights.
- Phi công phụ AI: Get AI-powered next-best-action recommendations daily.
- GTM Workspace: Align sales and marketing teams around shared account data.
- Lead Generator: Build targeted lead lists with verified contact information.
- Website Visitor Tracker: Identify anonymous companies browsing your website.
- Webform Optimizer: Shorten web forms while enriching lead data behind the scenes.
For a full review, see our ZoomInfo review.
Bảng giá ZoomInfo
Here’s what ZoomInfo costs in 2026:
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Chuyên nghiệp | $14,995 | Small sales teams needing core contact and company data |
| Trình độ cao | $24,995 | Growing teams that need intent data and automation |
| Ưu tú | $39,995 | Enterprise teams needing full platform access with AI features |
Dùng thử miễn phí: ZoomInfo offers a limited free version called ZoomInfo Lite with basic lookups.
Đảm bảo hoàn tiền: Contact ZoomInfo sales for contract terms and cancellation policies.
💰 Best Value: Advanced — includes intent data and automation tools that justify the price jump from Professional.
ZoomInfo vs Alternatives
How does ZoomInfo compare? Here’s the competitive landscape:
Watch this comparison:
| Dụng cụ | Tốt nhất cho | Giá | Rating |
|---|---|---|---|
| ZoomInfo | Enterprise B2B intelligence | $14,995/yr | ⭐ 4.4 |
| Apollo | All-in-one sales platform | $0–$119/mo | ⭐ 4.5 |
| Ngay lập tức | Email lạnh lùng at scale | $30/mo | ⭐ 4.3 |
| Snov I/O | Email finding and outreach | $29.25/mo | ⭐ 4.5 |
| Thợ săn io | Xác minh email | $0–$209/mo | ⭐ 4.5 |
| Lemlist | Tiếp cận đa kênh | $55/mo | ⭐ 4.5 |
| Saleshandy | Email outreach automation | $25/mo | ⭐ 4.5 |
| Klenty | Sales engagement | $50/user/mo | ⭐ 4.5 |
Quick picks:
- Best overall: ZoomInfo — unmatched database size and intent data for enterprise teams.
- Best budget: Apollo — free plan with generous credits and built-in outreach tools.
- Best for beginners: Hunter io — simple interface focused on finding and verifying emails.
- Best for cold email: Instantly — designed for high-volume cold email campaigns at scale.
🎯 ZoomInfo Alternatives
Looking for ZoomInfo alternatives? Here are the top options:
- 🚀 Ngay lập tức: Best for scaling cold email outreach fast with unlimited sending accounts and smart khởi động đặc trưng.
- 🔧 Snov IO: Combines email finding, verification, and drip campaigns in one affordable tool for small teams.
- 🌟 Apollo: All-in-one sales platform with a free tier, 275M+ contacts, and built-in sequencing tools.
- 💰 Hunter io: Focused on finding and verifying professional email addresses with a generous free plan.
- ⚡ Reply.io: Multichannel sales engagement platform with AI-powered email writing and LinkedIn outreach.
- 📊 Mailshake: Simple email outreach tool with phone dialer and LinkedIn automation for straightforward campaigns.
- 🎨 Lemlist: Stands out with personalized image and video outreach for higher reply rates on cold emails.
- 🏢 Chim gõ kiến: Built for agencies and teams managing multiple client outreach campaigns from one dashboard.
- 🔥 Smartlead: Unlimited mailboxes and AI warmup make it ideal for high-volume senders needing deliverability.
- 💼 Saleshandy: Budget-friendly outreach tool with unlimited email accounts and A/B testing built in.
- 🎯 Klenty: Sales engagement platform with smart cadences and CRM integrations for structured outreach.
For the full list, see our ZoomInfo alternatives guide.
⚔️ ZoomInfo Compared
Here’s how ZoomInfo stacks up against each competitor:
- ZoomInfo vs Instantly: ZoomInfo wins on data depth and intent signals. Instantly wins on cold email volume and affordability.
- ZoomInfo vs Snov IO: ZoomInfo has a larger database and more features. Snov IO costs a fraction and covers email finding basics well.
- ZoomInfo vs Apollo: Apollo offers a strong free plan with built-in outreach. ZoomInfo delivers deeper company intelligence and intent data.
- ZoomInfo vs Hunter io: Hunter focuses on email finding and verification. ZoomInfo provides full sales intelligence beyond just emails.
- ZoomInfo vs Reply.io: Reply.io excels at multichannel outreach automation. ZoomInfo is stronger on data quality and buyer intent.
- ZoomInfo vs Mailshake: Mailshake is simpler and cheaper for basic email outreach. ZoomInfo is the choice for enterprise-level intelligence.
- ZoomInfo vs Lemlist: Lemlist wins on creative personalization features. ZoomInfo wins on database size and B2B data accuracy.
- ZoomInfo vs Woodpecker: Woodpecker is better for agencies managing multiple clients. ZoomInfo is better for in-house sales teams needing deep data.
- ZoomInfo vs Smartlead: Smartlead focuses on email deliverability at scale. ZoomInfo provides the contact data and signals to know who to email.
- ZoomInfo vs Saleshandy: Saleshandy is a budget-friendly outreach tool. ZoomInfo offers a full intelligence platform for data-driven sales teams.
- ZoomInfo vs Klenty: Klenty handles sales engagement well at a lower price. ZoomInfo adds company intelligence and intent data on top of engagement.
Start Using ZoomInfo Now
You learned how to use every major ZoomInfo feature:
- ✅ GTM Studio
- ✅ Digital Advertising
- ✅ Data Management
- ✅ Conversation Intelligence
- ✅ AI Copilot
- ✅ GTM Workspace
- ✅ Lead Generator
- ✅ Website Visitor Tracker
- ✅ Webform Optimizer
Next step: Pick one feature and try it now.
Most people start with Lead Generator.
It takes less than 5 minutes.
Câu hỏi thường gặp
What is ZoomInfo and how does it work?
ZoomInfo is a B2B sales intelligence platform with millions of business contacts and company records. It works by collecting and verifying data from public sources, partnerships, and contributor networks. Sales and marketing teams use it to find decision-makers, track buying signals, and automate outreach.
How to use ZoomInfo most effectively?
Start by defining your Ideal Customer Profile using firmographic and technographic filters. Then use intent data to prioritize accounts showing buying behavior. Connect your CRM for automatic data sync and set up saved searches to get alerts when new matching contacts appear.
How to get leads from ZoomInfo?
Use the Lead Generator feature to search by job title, seniority, company size, and industry. Apply the “Likely to Engage” filter to find responsive contacts. Export your list as CSV or push contacts directly to your CRM. Save your search to get notified about new matching leads.
How much does it cost to use ZoomInfo?
ZoomInfo pricing starts at $14,995 for the Professional plan. The Advanced plan costs $24,995 and includes intent data. The Elite plan runs $39,995 with full platform access. ZoomInfo also offers a limited free version called ZoomInfo Lite for basic lookups.
How to use ZoomInfo for free?
ZoomInfo offers ZoomInfo Lite, a free version with limited lookups per month. You can also request a demo to get trial access. The free tier gives you basic contact information but lacks advanced features like intent data, automation, and conversation intelligence.
How do I remove myself from ZoomInfo?
Visit zoominfo.com/about/privacy-center and click “Manage My Listing.” Enter your email to find your profile. Follow the removal steps to opt out. ZoomInfo processes removal requests and your profile will be taken down from the platform.
Is ZoomInfo owned by Zoom?
No, ZoomInfo and Zoom are completely separate companies. ZoomInfo is a B2B sales intelligence platform, while Zoom is a video conferencing tool. ZoomInfo was formerly known as DiscoverOrg before rebranding. The similar names sometimes cause confusion but they share no ownership.
What is the best alternative to ZoomInfo?
Apollo is the best ZoomInfo alternative for most teams. It offers a free plan with 275M+ contacts and built-in outreach tools. For cold email at scale, Instantly is the top pick. For budget-friendly email finding, Hunter io works well. Your best choice depends on team size and budget.
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