AI agents for ZoomInfo
A Monmo agent works with ZoomInfo the way an account researcher on the sales team would. It reads company profiles, org charts and intent signals for your territory, turns them into account briefs and a weekly list of accounts worth a call, and keeps Salesforce or HubSpot records filled in. It uses your own ZoomInfo access and asks before it exports contacts, spends credits or writes to the CRM.
Updated 2026-11-13 · Free to start. Paid plans from $15 a month.
What agents do in ZoomInfo
Write an account brief before a meeting
It reads the company profile, recent news and the org chart for your buying committee, then writes a one-page brief in Google Docs: what the company does, who decides, what changed lately and three questions to ask.
AskWrite a one-page brief on Oakfield Logistics for Tuesday: buying committee, recent changes and three questions.
Turn intent signals into a weekly call list
Every Monday it reads which accounts in your territory are showing interest in the topics you track, checks them against open opportunities, and ranks the ten worth a call, with the reason for each.
AskEvery Monday at 8, rank the ten accounts in my territory with the strongest intent on our topics and say why.
Map the buying committee
For a target account it finds the people in finance, operations and IT who would sign off, notes who already exists in your CRM, and drafts a short plan for whom to approach first.
AskMap the buying committee at Fernhill Group and tell me who's already in Salesforce and who's missing.
Fill gaps in CRM records
It finds Salesforce or HubSpot accounts missing industry, headcount or revenue band, matches them to ZoomInfo companies, and proposes the values in one batch you can approve in part or in full.
AskFind Salesforce accounts with no industry or employee count and propose values from ZoomInfo.
Summarise news and changes for your accounts
Each Friday it collects funding, leadership changes, expansions and other news for your named accounts and drafts a short digest for Slack, so account owners know which ones to check in with.
AskEvery Friday at 2, send me a digest of leadership changes and news for my 30 named accounts.
Build a target list for a new segment
Describe the segment, such as mid-sized healthcare providers in Ohio using an older system. It searches with matching filters, shows a count and sample, and saves the list once you agree.
AskBuild a ZoomInfo list of healthcare providers in Ohio with 200 to 2,000 employees and show me a sample first.
Check a contact before outreach
Before an email goes out from Outlook or Gmail, it checks ZoomInfo and public LinkedIn profiles to confirm each person still holds the role, and flags anyone who seems to have moved on.
AskCheck that the 20 contacts in this week's outreach still work where we think, and flag anyone who moved.
How it connects
- 1You connect ZoomInfo once with your own access. API access depends on your company's ZoomInfo subscription, and an administrator usually sets it up. Where the connection does not reach a feature, the agent can use ZoomInfo in its own browser while signed in as you.
- 2You choose which agents may use ZoomInfo. A research or sales agent fits; keep it to one or two agents, since exports and credits are shared across your team.
- 3Searching and reading profiles happens without asking. Exporting contacts, anything that spends credits, and writing to Salesforce or HubSpot ask first, and one card can cover a batch.
More in CRM and sales
Other apps of this kind that agents work in, each with its own page.
Watch it work
A sample replay with example data, sped up. Pause it, scrub through it, or take the mouse yourself. This sample shows a similar job in other tools; ZoomInfo is not on screen.
On screen
LinkedIn
Google Sheets
Gmail
Pick a job. Watch it get done.
- Why
- The outreach you asked for. Each one is personal and has an unsubscribe line.
- Where
- Your Gmail · 20 people at 17 companies
- What to expect
- Sends 20 emails now. Follow-ups wait for your approval in 3 days. LinkedIn notes stay as drafts for you to send.
Your team. Connected to everything.
Logistics outreach — February+Sample replays with fictional data, sped up. Pause one, scrub through it, or take the mouse yourself.
Questions people ask
Can an AI agent use ZoomInfo for account research?
Yes. A Monmo AI agent reads company profiles, org charts, news and intent signals in ZoomInfo and turns them into briefs, call lists and target lists. It works through the ZoomInfo connection, or in its own browser when the connection does not cover something. It reads freely and asks before any write.
Can it enrich Salesforce records with ZoomInfo data?
It can prepare the enrichment and you approve it. The agent finds records with missing fields, matches each to a ZoomInfo company or contact, and shows the proposed values side by side with what is in Salesforce now. Nothing is written until you allow it, and you can exclude any field.
Will the agent export ZoomInfo contacts on its own?
No. Exports and anything that uses credits ask first. The agent tells you how many records it wants to export and why, and waits for your approval. Your ZoomInfo contract and its terms still apply, so check them with your administrator if you are unsure how data may be used.
How does it use ZoomInfo intent data?
It reads which of your accounts show interest in the topics you track and combines that with what your CRM already knows: open deals, last contact, owner. The result is a short ranked list with a reason for each account. What to do with it, and who calls whom, stays your decision.