Patricia works your ZoomInfo.
Ask her in Slack. She looks up the companies and contacts and enriches the records, but pushing the list anywhere waits for your yes.
@Pati build me a list of 30 marketing leaders at mid-market SaaS firms, then enrich them and flag anyone showing buying intent.
Pulled 34 that fit and enriched the best 30:
- 30 heads or VPs of marketing at SaaS firms, 200 to 1,000 employees
- 27 have direct dials and verified emails, 3 need a second pass
- 9 are showing intent on 'agency of record' and 'paid media' this week
- I can push these into HubSpot, but nothing lands there until you approve it.
Push the 9 intent ones to HubSpot and hold the rest.
Staged. The 9 intent contacts are queued for HubSpot with source and enrichment attached, ready for your review below. The other 21 stay in the sheet until you say go. Nothing writes to the CRM until you approve.
Patricia + Zoominfo
What she does in Zoominfo.
Real actions she takes on your say-so, not a list of API endpoints.
Build a target list that fits
She searches ZoomInfo by industry, headcount, revenue, and role, and hands back a shortlist that matches your ideal account, not thousands of rows to wade through.
Enrich companies and contacts
Direct dials, verified emails, titles, headcount, and location filled in on the accounts and people you care about, so a company name becomes a reachable prospect.
Surface buying intent
She reads intent signals so you know which accounts are researching what you sell right now, and puts the warm ones at the top of the list.
Read the news and scoops
Funding rounds, leadership moves, and company scoops pulled per account, so an outreach note lands with a reason instead of a generic hello.
Check the tech an account runs
Technology enrichment tells you which prospects sit on the stack that matches a client you already win with, so lookalikes rise to the surface.
Keep the push behind approval
Looking up and enriching records runs on its own, but sending a list into your CRM or exporting it reaches your other systems, so it always waits for your explicit yes in Slack.
Say it like you'd say it
Things to ask her on day one.
Build a list of 30 marketing leaders at mid-market SaaS firms and enrich them
Enrich these accounts with direct dials and verified emails
Which of our target companies are showing buying intent this week?
Find recent funding and leadership news for these ten accounts
Push the enriched contacts into HubSpot for me to approve
Better together
Zoominfo is one hand. Give her the other.
Patricia's value compounds when the whole workflow lives with her, not just one tool.
Setup
Zoominfo, connected in minutes.
Add Patricia to Slack
She joins your workspace like any teammate. Two minutes, no engineering.
Today at 9:00 AM
Connect ZoomInfo
One OAuth click. She gets only the access you approve, and you can disconnect her anytime.
Zoominfo connected
Ask
Mention @Pati with the job. Looking up and enriching runs on its own; pushing or exporting a list waits for your yes.
@Pati Build a list of 30 marketing leaders at mid-market SaaS firms and enrich them
On it.
FAQ
Zoominfo questions, answered.
What can Patricia actually do in ZoomInfo?
She searches companies and contacts and enriches them with company, contact, intent, location, news, scoop, and technology data. Sixteen distinct actions. Looking up and enriching is instant; pushing or exporting a list waits for approval.
Will she export a list or push it to my CRM on her own?
No. Sending records into your CRM or exporting them reaches your other systems, so it is staged and shown to you in Slack first and moves only after your explicit yes. Looking up and enriching prospects runs on its own, that is the point.
Which ZoomInfo plan do we need?
A plan with search and enrichment API access, since lookups and enrichment consume ZoomInfo credits. She connects through ZoomInfo's official OAuth flow, the same way other approved apps do, and only sees the account you connect.
We prospect for several clients. Do their lists stay separate?
Yes, that is the setup she expects at an agency. Connect what you want her in and every client's target lists and enriched records stay walled off from the rest.
What does the ZoomInfo integration cost?
Nothing extra. Every integration is included, on every plan.
One of 1,000+ integrations. Browse the full directory
Everybody deserves a Patricia.
She handles the mess. You keep the clients. See what changes in your first week.
Pick a time that works for you. You get a live walkthrough of Patricia on real agency work, and every question answered.