Using ZoomInfo with SoterAI
Connect ZoomInfo to SoterAI and enrich your conversations with company and contact information — for example, to research a prospect or prepare for an account meeting.
Like every SoterAI connector, the ZoomInfo connection is read-only: SoterAI can read and search your data, but it cannot create, edit, or delete anything in ZoomInfo.
Assisted setup. ZoomInfo is connected with help from our team. In the Connectors panel, its card shows Request setup instead of Connect. You bring the access details from your side, and we set up the connection to your workspace for you — there is nothing to install.
API access is part of your own ZoomInfo subscription, so the connection uses an OAuth app created in your ZoomInfo account.
Before you request setup
Have the following ready before you send your request:
- Confirmation that your ZoomInfo subscription is API-enabled
- An OAuth app client ID and secret from your ZoomInfo account
- The enrichment use case you have approved
Keep your credentials safe. Don't paste passwords, secrets or tokens into the request email. List which details you have ready, and our team will confirm how to share them securely. Use credentials scoped to the minimum access you need.
What SoterAI can access
Once connected, SoterAI has read-only access to:
- Company and contact information covered by your ZoomInfo subscription, such as industry, company size, locations and contact details
Access is always limited to what the credentials you provide are allowed to read.
What SoterAI cannot do
- Cannot create, edit, or delete records in ZoomInfo
- Cannot submit forms or trigger workflows inside ZoomInfo
- Cannot access data outside the scope of your credentials
- Cannot change configuration, permissions, or user access
How to request setup
- 1Click the puzzle piece icon in the chat input bar to open the Connectors panel.
- 2Open the Available tab and find ZoomInfo under CRM & sales (use the Search integrations bar if needed). The card shows a short summary of what we'll need.
- 3Click Request setup. A prefilled email to our support team opens, with the connector name and your workspace already filled in, plus the same checklist.
- 4Add any details you already have (without credentials) and send it.
- 5Our team will reply to arrange the next steps and set up the connection. Once it's live, ZoomInfo appears in your Connected tab and you can use it in chat like any other connector.
If your email app doesn't open, write to help@soteranalytics.com with the subject ‘Connector setup request: ZoomInfo’.
To remove access at any time, open the Connectors panel and click Disconnect on the ZoomInfo card in the Connected tab.
Example queries
Once connected, just ask naturally.
Company research
- "What industry and employee count does this company have?"
- "Give me a quick company profile before my meeting"
Contacts
- "Who leads health and safety at this company?"
Use cases
Prospect research
Look up a company’s industry, size and locations in chat, so you can understand a prospect before the first conversation.
Account planning
Bring company and contact details into your planning so you know who to speak to and what matters to them.
Enriching client records
Fill gaps in what you know about a client or prospect using the information covered by your ZoomInfo subscription.
Troubleshooting
| Issue | Solution |
|---|---|
| My email app didn’t open when I clicked Request setup | Write to help@soteranalytics.com with the subject ‘Connector setup request: ZoomInfo’. |
| SoterAI can’t see certain records | Access is limited by the permissions of the credentials you supplied. Ask your ZoomInfo administrator to confirm what they can read. |
| Slow responses on large queries | Narrow your question, for example to a date range, site, or single record type. |
| Our request can’t be completed | Confirm with your ZoomInfo account team that your subscription includes API access. |
For more general help, see Troubleshooting external app connections.