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CRM integration

Zoominfo integration for AI agents

Insiro connects AI agents to Zoominfo so they can act in it under your rules. Zoominfo is a comprehensive B2B contact and company database platform. It helps teams find, enrich, and manage sales leads to accelerate revenue. Every Zoominfo action runs through Insiro's governed gateway, using each person's own connection (OAuth 2.0).

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What can AI agents do with Zoominfo?

With Insiro, agents can create and update contacts, companies and deals, log calls, emails and notes against the record, find stalled or at-risk opportunities and enrich new leads before routing them to an owner, all inside the permissions you set for Zoominfo.

  • Create and update contacts, companies and deals.
  • Log calls, emails and notes against the record.
  • Find stalled or at-risk opportunities.
  • Enrich new leads before routing them to an owner.

A journey through Insiro

Zoominfo logo ZoominfoInsiroGmail

Example: Zoominfo → Insiro → Gmail to log the email thread and update the opportunity. Insiro checks permissions, applies approvals and records the evidence at every hop.

Frequently asked questions about Zoominfo

Can Insiro AI agents use Zoominfo?

Yes. Insiro connects AI agents to Zoominfo through its governed MCP gateway. Agents can create and update contacts, companies and deals and log calls, emails and notes against the record using each person's own Zoominfo access, with read-only as the default and approvals for actions that change data.

How does Insiro connect to Zoominfo?

Zoominfo connects with OAuth 2.0. Each user connects their own account once; Insiro stores the credential encrypted and brokers it to the tool only at the moment of a call, so models never see it. Admins can also register a workspace-level connection.

Can I make Zoominfo read-only for agents?

Yes. In Insiro Governance, set Zoominfo to Off, Read only, or Read and write in a click. Write actions can require confirmation or owner approval by risk tier, and every call is logged with the user, tool, tokens and cost.

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Put Zoominfo to work with governed AI agents.

A 30-minute working session: we connect one data source and one app, then run a governed agent on a task you choose.

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