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New ZoomInfo Workflows Feature Is Designed To Automate Outbound Sales

Workflows is a data automation tool within the ZoomInfo Powered by DiscoverOrg platform that is designed to enable communication that streamlines sales and marketing activity.


Workflows aims to help customers capitalize on relevant changes within known and net-new contacts and accounts. Here’s how:

  • Customers in the platform can create a “workflow” to identify new and existing prospects based on real-time B2B intelligence;
  • Segmentation of audiences can be applied through intent, event and news-based triggers; and
  • Integrations with sales and marketing applications give customers the opportunity to marry ongoing custom triggers with prospecting information for deploying automated campaigns.

Targeted Users

Go-to-market teams, demand generation professionals and business development reps can leverage Workflows to streamline how they connect with potential buyers in a more personalized way.


The ZoomInfo Powered by DiscoverOrg platform integrates with (CRM) and popular sales and marketing applications within existing B2B technology stacks, including SalesLoft, Eloqua, Marketo, and HubSpot.

Competitive Positioning

By combining B2B intelligence with real-time insights, Workflows aims to transform how organizations identify, connect with and engage prospects in their Total Addressable Market (TAM).

For example, a customer could set multiple segments that will identify and automatically place buyer personas from companies into specific marketing campaigns or sales sequences. Parameters can be quickly set to qualify if certain contacts meet the criteria of a Software-as-a-Service subscription-based business, use a Customer Relationship Management (CRM) tool and have received funding of at least $10M.

Upon inputting contact specifications and triggers for targeted communication, ZoomInfo automatically includes those contacts in sequences for streamlined outreach.

Delivery/Pricing Models

Workflows is available in select pricing packages for ZoomInfo Powered by DiscoverOrg.

Current Clients/Users

The product is available to customers of ZoomInfo Powered by DiscoverOrg.


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