How to Use ZoomInfo: Lead Lists, Intent Data & More (2026)

由 Fahim Joharder | Last updated Jun 30, 2026

快速入门

本指南涵盖 ZoomInfo 的所有功能：

入门 — Create your account and learn ZoomInfo basics
如何使用 GTM Studio — plan go-to-market motions across sales and marketing teams from one dashboard view
如何使用数字广告 — run targeted ad campaigns to specific companies using ZoomInfo data and intent signals
如何使用数据管理 — keep company records and contact data accurate and up to date across your tech stack
如何使用对话智能 — record and analyze sales calls so your sales team improves and books more meetings
如何使用人工智能副驾驶 — get ZoomInfo Copilot to suggest your next customer and draft outreach automatically
如何使用 GTM 工作区 — bring lead lists, intent data, and favorite tools into one shared workspace
如何使用潜在客户生成器 — build targeted lead lists fast using advanced search and company filters
如何使用网站访客追踪器 — see which website visitors are real companies so you can act on warm interest
如何使用网页表单优化器 — shorten forms and auto-fill company data to capture more leads

所需时间： 每部影片 5 分钟

本指南还包含以下内容： 专业提示 | 常见错误 | 故障排除 | 定价 | 替代方案

为什么信任本指南

I have used ZoomInfo for two years and tested every feature here. This step by step tutorial comes from real hands-on work, not vendor screenshots.

ZoomInfo is one of the most powerful tools for sales and marketing teams today.

But most zoominfo users only scratch the surface of what it can do.

This guide shows you how to use zoominfo, one feature at a time.

Step by step, with screenshots and pro tips that save time.

ZoomInfo教程

This ZoomInfo tutorial walks sales professionals through every feature, from setup to advanced search, so you become a power user.

ZoomInfo

Find key decision makers in seconds. ZoomInfo gives sales and marketing teams the most accurate data, intent signals, and real time analytics. Start with ZoomInfo Lite or a free trial.

立即试用 Zoominfo →

阅读完整评测 →

ZOOMINFO 的替代方案 →

ZoomInfo入门指南

使用任何功能之前，请先完成此一次性设置。

It takes about three minutes.

Here is my personal walk-through of the setup:

现在让我们一步一步来。

第一步：创建您的帐户

Go to the ZoomInfo website and request access.

A rep confirms your seats, then you set your password.

✓ 检查点： 检查你的收件箱请发送确认邮件。

Step 2: Open Your Dashboard

Here is what the dashboard view looks like:

✓ 检查点： You should see the main dashboard view.

Step 3: Set Your Ideal Customer Profile

Define your ideal customer profile so search criteria stay focused.

✅ 完成： 您已准备好使用以下任何功能。

免费试用 ZoomInfo

如何使用 ZoomInfo GTM Studio

GTM工作室 lets you plan go-to-market motions across sales and marketing teams from one dashboard view.

以下是使用步骤详解。

步骤 1：打开 GTM Studio

Open GTM Studio from the top right corner of your ZoomInfo dashboard.

Step 2: Build your blueprint

Define your ideal customer profile using company filters and contact filters.

这就是它的样子：

✓ 检查点： Your go-to-market plan is live with target companies mapped.

Step 3: Launch the play

Assign target accounts to your sales team and start closing deals.

✅ 结果： You have a working plan that aligns sales and marketing around the same key accounts.

💡 专业提示： Save your search criteria as a saved search so the whole sales team works from one company list.

免费试用 ZoomInfo

How to Use ZoomInfo Digital Advertiser

数字广告 lets you run targeted ad campaigns to specific companies using ZoomInfo data and intent signals.

以下是使用步骤详解。

Step 1: Pick your audience

Build a company list based on company size, company industry, and intent topics.

Step 2: Check audience strength

Review the audience strength score before you launch your campaign.

这就是它的样子：

✓ 检查点： Your ads now reach decision makers at specific companies showing intent.

Step 3: Launch and track

Launch ads and watch real time analytics report on engaged target companies.

✅ 结果： You reach key decision makers while their intent signals are still warm.

💡 专业提示： Pair ad campaigns with intent data so you spend budget only on accounts in a buying window.

免费试用 ZoomInfo

How to Use ZoomInfo Data Managemer

数据管理 lets you keep company records and contact data accurate and up to date across your tech stack.

以下是使用步骤详解。

Step 1: Connect your CRM

Open the admin portal and connect your 客户关系管理 to sync company data.

Step 2: Map your fields

Match your fields to ZoomInfo fields so the most accurate data flows through.

这就是它的样子：

✓ 检查点： 你的客户关系管理 now holds the most accurate data ZoomInfo offers.

Step 3: Enrich on a schedule

You can upload lists you already own, then set automatic enrichment to stay current.

✅ 结果： Your sales processes run on accurate data instead of stale company records.

💡 专业提示： Use zoominfo tags to label records by source so cleanup stays simple as your company list grows.

免费试用 ZoomInfo

如何使用 ZoomInfo 对话智能

对话智能 lets you record and analyze sales calls so your sales team improves and books more meetings.

以下是使用步骤详解。

Step 1: Connect your calls

Link your dialer so conversation intelligence captures every sales call.

Step 2: Review the highlights

Open key highlights to see talk ratios, objections, and next steps.

这就是它的样子：

✓ 检查点： Every call is transcribed with key highlights ready to review.

Step 3: Coach the team

Share clips with sales professionals to sharpen pitches and win more deals.

✅ 结果： Your sales team learns from real calls, which speeds up closing deals.

💡 专业提示： Use machine learning summaries to spot which talking points move deals forward fastest.

免费试用 ZoomInfo

如何使用 ZoomInfo AI Copilot

人工智能副驾驶 lets you get ZoomInfo Copilot to suggest your next customer and draft 外联自动地。

以下是使用步骤详解。

Step 1: Open ZoomInfo Copilot

Launch zoominfo copilot from your dashboard view to start a session.

Step 2: Review the signal score

Check each account signal score to find your next customer fast.

这就是它的样子：

✓ 检查点： Copilot surfaces a ranked list of accounts with a signal score each.

Step 3: Act on the prompts

Follow Copilot prompts to gain insight and reach key decision makers.

✅ 结果： You get actionable intelligence that tells sales professionals exactly who to call next.

💡 专业提示： Let zoominfo copilot draft first-touch emails, then personalize them before you hit send.

免费试用 ZoomInfo

如何使用 ZoomInfo GTM 工作区

GTM 工作区 lets you bring lead lists, intent data, and favorite tools into one shared workspace.

以下是使用步骤详解。

Step 1: Open the workspace

Open GTM Workspace to see lead lists and key accounts in one place.

Step 2: Add your favorite tools

Connect zoominfo integrations so favorite tools appear inside the workspace.

这就是它的样子：

✓ 检查点： Your lead lists and intent topics sit beside your favorite tools.

✅ 结果： Sales and marketing teams collaborate without leaving the workspace.

💡 专业提示： Pin your most-used saved search to the workspace so the sales team saves time daily.

免费试用 ZoomInfo

如何使用 ZoomInfo 潜在客户生成器

带领发电机 lets you build targeted lead lists fast using advanced search and company filters.

以下是使用步骤详解。

Step 1: Set search criteria

Use advanced search to set company filters by company size and job title.

Step 2: Apply contact filters

Add contact filters to narrow search results to key decision makers.

这就是它的样子：

✓ 检查点： Your search results show qualified contacts matching your search criteria.

✅ 结果： You get a clean company list of target companies ready for outreach.

💡 专业提示： Export search results to a csv file or push leads straight into your CRM.

免费试用 ZoomInfo

如何使用 ZoomInfo 网站访客追踪器

网站访客追踪器 lets you see which website visitors are real companies so you can act on warm interest.

以下是使用步骤详解。

Step 1: Install the tracker

Add the ZoomInfo script to reveal website visitors on your site.

Step 2: Read the intent page

Open the intent page to see visited pages and unique visits per account.

这就是它的样子：

✓ 检查点： You can see specific companies behind anonymous website visitors.

✅ 结果： You spot target accounts researching you and reach out before competitors do.

💡 专业提示： Set technology alerts and funding alerts so you act when a visiting account is ready to buy.

免费试用 ZoomInfo

如何使用 ZoomInfo Webform Optimizer

网页表单优化器 lets you shorten forms and auto-fill company data to capture more leads.

以下是使用步骤详解。

Step 1: Add the optimizer

Drop the Webform Optimizer snippet onto your existing forms.

Step 2: Enable auto-fill

Turn on auto-fill so ZoomInfo data completes company records 即刻.

这就是它的样子：

✓ 检查点： Your forms now pre-fill verified company data for every visitor.

✅ 结果： You capture more lead lists because shorter forms reduce drop-off.

💡 专业提示： Route new form fills into a saved search so your sales team gets email notifications instantly.

免费试用 ZoomInfo

ZoomInfo 专业技巧和快捷键

After testing ZoomInfo products for two years, here are my best tips for zoominfo users.

键盘快捷键

行动	捷径
New advanced search	S
Save current search	Ctrl + S
Open saved search	G then L
Export to csv file	E

大多数人错过的隐藏功能

Org charts: Open any account to view org charts and map every job title before you call.
Zoominfo alerts: Set funding alerts and technology alerts to receive notifications the moment an account changes its tech stack.
Saved search subscriptions: Subscribe to a saved search for email alerts whenever new contact data matches your search filters.

免费试用 ZoomInfo

ZoomInfo常见错误及避免方法

Mistake: Skipping the ideal customer profile

❌ 错误： Searching everyone and pulling huge company lists with no focus.

✅ 右图： Set your ideal customer profile first, then apply company filters to refine.

Mistake: Ignoring intent data

❌ 错误： Calling every contact instead of those showing intent signals.

✅ 右图： Watch intent topics and the intent page to time outreach around real interest.

Mistake: Letting data go stale

❌ 错误： Exporting once and never refreshing company records.

✅ 右图： Schedule enrichment so contact data and company data stay up to date.

免费试用 ZoomInfo

ZoomInfo故障排除

Problem: Export hits a credit limit

原因： You ran out of credits for the month.

使固定： Check usage in the admin portal, then export search results in smaller batches to a csv file.

Problem: CRM sync is not updating

原因： Your field mapping broke during a zoominfo integrations update.

使固定： Reopen the admin portal, remap fields, and force a manual sync of company records.

Problem: Intent data looks empty

原因： Your intent topics are too narrow for the audience strength needed.

使固定： Broaden intent topics and confirm your target accounts are large enough to register a signal score.

📌 笔记： 如果以上方法均无法解决您的问题，请联系 ZoomInfo 技术支持。

免费试用 ZoomInfo

ZoomInfo是什么？

ZoomInfo is a sales and marketing platform that gives sales professionals the most accurate data on target companies.

ZoomInfo Sales is the core product, and it works like a live directory of every company.

Machine learning keeps it up to date, and ZoomInfo complies with privacy laws like GDPR and CCPA.

观看这段快速概览：

它包含以下主要特点：

GTM工作室： plan go-to-market motions across sales and marketing.
对话智能： record sales calls and surface key highlights.
人工智能副驾驶： let zoominfo copilot rank your next customer.
潜在客户开发： build lead lists with advanced search and company filters.
网站访客追踪器： reveal website visitors and their visited pages.
数据管理： keep company records and contact data accurate.

如需完整评测，请参阅我们的 ZoomInfo 评测.

免费试用 ZoomInfo

ZoomInfo定价

Here is what ZoomInfo costs in 2026:

计划	价格	最适合
专业的	每年 14,995 美元	不断壮大的销售团队
先进的	每年 24,995 美元	Teams needing intent data
精英	每年 39,995 美元	Enterprise sales and marketing

免费试用： Yes — ZoomInfo Lite and a limited free trial are available.

退款保证： No standard refund; contracts are annual.

💰 性价比最高： Professional — the cheapest way to get core company data and lead lists.

免费试用 ZoomInfo

ZoomInfo 与其他替代方案的比较

How does ZoomInfo compare? Here is the competitive landscape:

观看这段对比视频：

工具	最适合	价格	等级
ZoomInfo	Company data and intent	每年 14,995 美元	⭐ 4.4
阿波罗	全方位外联	每月 49 美元	⭐ 4.6
即刻	Cold email scale	每月 37 美元	⭐ 4.8
猎人	电子邮件查找	每月 49 美元	⭐ 4.5
斯诺夫	Budget prospecting	每月 39 美元	⭐ 4.5

快速精选：

综合最佳： ZoomInfo — deepest company data and intent signals.
最佳预算： Instantly — high-volume cold email at a low price.
最适合初学者： Apollo — simple setup with a free tier.
Best for closing deals: ZoomInfo — intent data points the sales team at ready buyers.

🎯 ZoomInfo 的替代方案

正在寻找 ZoomInfo 的替代方案？以下是一些最佳选择：

🚀 即刻： Affordable cold email platform for high-volume outreach and inbox warm-up.
💰 斯诺夫： Budget email finder and drip campaigns for small sales teams.
🌟 阿波罗： Large contact database with built-in sequencing and a generous free tier.
🔧 猎人： Simple email finder and verifier for quick prospecting.
⚡ Reply.io： Multichannel sequences across email, calls, and social.
👶 邮件摇晃: Beginner-friendly cold outreach with simple campaign setup.
🎨 莱姆利斯特: Personalized cold email with images and warm-up built in.
🔒 啄木鸟: Reliable cold email tool focused on deliverability for agencies.
🏢 Smartlead: Unlimited inboxes and rotation for scaling cold email safely.
💼 销售员: Cold email with sequences and email alerts at a low price.
🎯 克伦蒂: Sales engagement with multichannel cadences for outbound teams.

完整列表请参见我们的 ZoomInfo 的替代方案指导。

⚔️ ZoomInfo 对比

Here is how ZoomInfo stacks up against each competitor:

ZoomInfo 与 Instantly 对比： Instantly wins on cold email scale and price; ZoomInfo wins on company data depth.
ZoomInfo 对比 Snov： Snov is cheaper for finding emails; ZoomInfo offers far richer intent data.
ZoomInfo 对比 Apollo： Apollo bundles database and outreach cheaply; ZoomInfo has more accurate data.
ZoomInfo 对比 Hunter： Hunter is a lightweight finder; ZoomInfo is a full sales and marketing platform.
ZoomInfo 与 Reply.io 的对比： Reply.io leads on sequencing; ZoomInfo leads on company records and signals.
ZoomInfo 与 Mailshake 的对比： Mailshake suits beginners; ZoomInfo suits enterprise sales processes.
ZoomInfo 与 Lemlist 对比： Lemlist personalizes outreach; ZoomInfo supplies the contact data behind it.
ZoomInfo 对比 Woodpecker： Woodpecker focuses on deliverability; ZoomInfo focuses on accurate data at scale.
ZoomInfo 与 Smartlead 对比： Smartlead scales sending; ZoomInfo scales prospect research and intent topics.
ZoomInfo 与 Saleshandy 对比： Saleshandy is budget outreach; ZoomInfo is premium actionable intelligence.
ZoomInfo 对比 Klenty： Klenty runs cadences; ZoomInfo finds the key decision makers to put in them.

免费试用 ZoomInfo

立即开始使用 ZoomInfo

您已学会如何使用 ZoomInfo 的所有主要功能：

✅ GTM工作室
✅ 数字广告
✅ 数据管理
✅ 对话智能
✅ AI副驾驶
✅ GTM 工作区
✅ 潜在客户生成器
✅ 网站访客追踪器
✅ 网页表单优化器

下一步： 选择一项功能，立即试用。

Most people start with Lead Generator to build their first lead lists.

It takes less than five minutes and helps you save time.

免费试用 ZoomInfo

常见问题解答

ZoomInfo是什么？它是如何工作的？

ZoomInfo is a sales and marketing platform. It pulls company data and contact data into one searchable database, then layers intent data on top so you reach key decision makers.

如何最有效地使用 ZoomInfo？

Set your ideal customer profile, build lead lists with advanced search, then watch intent signals and funding alerts so you contact target accounts at the right moment.

如何从 ZoomInfo 获取潜在客户？

Use advanced search with company filters and contact filters to match your search criteria, then export search results to a csv file or your CRM.

使用 ZoomInfo 需要多少费用？

ZoomInfo pricing starts around $14,995 per year for Professional. Advanced and Elite cost more. Pricing is quoted annually and varies by seats and credits.

如何免费使用 ZoomInfo？

ZoomInfo Lite and free training at ZoomInfo University let you try ZoomInfo basics. A free trial can also unlock limited zoominfo data before you buy.