How does ZoomInfo data sit with GDPR and CCPA obligations?

ZoomInfo operates a public opt-out and data-access mechanism through its Trust Center and relies on legitimate interest and Standard Contractual Clauses for EU transfers. On our side, contact records from ZoomInfo are kept in a separate warehouse layer with documented lawful-basis and retention rules per campaign, so your DPO can answer a subject-access request without reverse-engineering how a record entered a sequence.

ZoomInfo connector

Use your ZoomInfo data for reporting, automation and AI.

Data Panda brings your ZoomInfo firmographic, contact and intent data together with the data from the rest of your business. From one place, we turn it into dashboards, automations, AI workflows and custom apps your team uses every day.

ZoomInfo

About ZoomInfo

The B2B data layer underneath the revenue stack.

ZoomInfo is the B2B company, contact and intent-data platform used by sales, marketing, RevOps and recruiting teams. The current business was formed in 2019 when DiscoverOrg, founded in 2007 in Vancouver, Washington, acquired Zoom Information, originally set up in 2000 as Eliyon Technologies. The combined company went public on Nasdaq in 2020 and today reports more than thirty thousand customers on the platform. Later acquisitions including Chorus.ai, RingLead, Clickagy, EverString, Datanyze and Komiko stretched the footprint into conversation intelligence, data orchestration and visitor de-anonymisation.

The product suite covers the full GTM motion: a company and contact database, buyer intent signals from third-party content consumption, Scoops on hiring, funding and org moves, technographic fingerprints, website-visitor identification, and newer AI workflow layers branded as Copilot and GTM Studio. For most teams, ZoomInfo is the enrichment layer that sits under Salesforce, HubSpot and Outreach rather than a tool on its own.

The point of pulling ZoomInfo into a warehouse is that enrichment is worth more where it meets the rest of the business. Match rate against your ICP, intent-to-meeting conversion, contact decay and Scoop-triggered pipeline all live in the overlap between ZoomInfo, the CRM, the sequencer and billing. Kept inside the ZoomInfo console, those signals stay a buying pitch; in a warehouse they become a GTM metric.

What your ZoomInfo data is for

What you get once ZoomInfo is connected.

Reporting on enriched accounts

ICP match, intent signal and Scoop activity next to CRM stage and paid revenue.

ICP match rate on enriched accounts versus pipeline produced
Intent-signal-to-meeting conversion per segment and topic
Contact-record decay against job-change Scoops and bounce rate

Signal-driven automation

Let a ZoomInfo signal fire the right action in the right tool.

High-intent account in the ICP triggers a sequence in Outreach or Salesloft
Funding or hiring Scoop routes the account to the right AE in the CRM
Job-change Scoop on a champion creates a follow-up task on the new employer

AI workflows on enrichment data

Train scoring and next-best-action on the data the team enriches against every day.

Account scoring on firmographics, technographics and intent topic mix
Lookalike modelling from closed-won accounts against the ZoomInfo graph
Contact-validity prediction on title change, Scoop and bounce history

Custom apps on your GTM data

Internal tools on ZoomInfo data for RevOps, marketing and SDR leadership.

ICP coverage view of target accounts without active contacts
Intent-topic heatmap by segment and AE ownership
Enrichment-credit spend dashboard tied to pipeline produced

Use cases

Use cases we deliver with ZoomInfo data.

A list of concrete reports, automations and AI features we have built on ZoomInfo data. Pick the one that matches your situation.

ICP match rateShare of enriched accounts that fit your ideal customer profile.

Intent to meetingIntent surges per topic converted to booked meetings.

Scoop-triggered pipelinePipeline created after a funding, hiring or leadership Scoop.

Contact decayShare of contact records going stale, quarter on quarter.

Technographic fitAccounts matched on a specific tech stack signal.

Territory coverageICP accounts in territory with zero active contacts.

Credit efficiencyEnrichment credits spent per qualified opportunity.

Lookalike modellingNew accounts resembling your closed-won cohort.

Champion trackingFormer champions whose new employer is now a target account.

Visitor identificationWebsite visits tied to ZoomInfo account, then to CRM outcome.

Data-quality trendBounce and invalid-title rate on ZoomInfo contacts over time.

Segment-level intentTop intent topics per industry and company-size band.

Real business questions

Answers you will finally get.

What share of our enriched accounts truly fits the ICP?

ZoomInfo firmographics matched against the ICP definition and reconciled with CRM account ownership. Shows the percentage of enriched accounts worth touching, broken down by segment and AE, so credit spend stops flowing to accounts the team would never work.

Which intent surges last quarter turned into booked meetings?

ZoomInfo intent-topic surges joined to Outreach or Salesloft sequence entries and to CRM meeting outcomes. Surfaces the topics where intent signal correlates with booked meetings in your segment, and the ones where it produces nothing but credit burn.

How fast is our contact data decaying?

Bounce rate, invalid-title rate and job-change Scoop frequency on the ZoomInfo contact set, trended by quarter. Tells RevOps when a list needs a refresh cycle rather than waiting for reply-rate to fall off a cliff on the next campaign.

Value for everyone in the organisation

Where each function gets value.

For finance leaders

Enrichment-credit spend tied to pipeline produced, not to licences consumed. Finance can see cost per qualified account and cost per booked meeting on the ZoomInfo spend, separated from the rest of the GTM tooling.

For sales leaders

ICP match, intent topic and Scoop activity on every account sales is working. AEs stop opening three tabs to decide whether an account is worth a call, and SDR leaders see which intent topics book real meetings in their segment.

For operations

Contact decay, match rate and credit efficiency in one picture. RevOps spots the territories where enrichment is stale and the segments where intent is firing without a sequence ready to answer it.

Ideas

What you can automate with ZoomInfo.

ZoomInfo

Pair with Salesforce

Put ZoomInfo enrichment on Salesforce accounts and contacts

ZoomInfo firmographics, technographics, intent topics and Scoops sync onto the matching Salesforce account and contact as fields and timeline events. AEs open an account and see ICP fit, top intent topic and the latest Scoop without switching tabs, and RevOps can trend enrichment credit spend against pipeline produced per segment.

ZoomInfo

Pair with HubSpot

Surface ZoomInfo data on HubSpot companies and contacts

ZoomInfo company, contact and intent data lands on the HubSpot company and contact record, with intent surges posting to the deal timeline. Marketing builds workflows that only fire on ICP-matched intent, and sales stops inheriting companies with a bounced primary contact and no job-change history.

ZoomInfo

Outreach.io

Pair with Outreach.io

Start Outreach sequences from a ZoomInfo intent signal

A ZoomInfo intent surge on an ICP-matched account pushes the right contact into the right Outreach sequence, with the intent topic carried into the first-touch template. SDRs stop guessing which sequence to use on an inbound ICP account, and leadership can measure intent-to-meeting conversion per topic in one place.

ZoomInfo

Pair with Gong

Enrich Gong call context with ZoomInfo firmographics

ZoomInfo account, contact and intent data joins Gong call recordings for the same account. Coaching calls get reviewed with the prospect's firmographics, tech stack and intent topic in view, and RevOps can check whether the objections flagged by Gong cluster differently on accounts that came in on a specific intent topic.

Your existing tools

Your data lands in a warehouse. Your BI tools read from it.

You keep the reporting tool you already have. We connect it to the warehouse where your ZoomInfo data lives.

Power BI Microsoft

Fabric Microsoft

Snowflake Data warehouse

BigQuery Google

Tableau Visualisation

Excel Sheets & pivots

Three steps

From ZoomInfo to answers in three steps.

Connect securely

OAuth authentication. Read-only by default. We sign a DPA and your admin keeps the keys.

Land in your warehouse

Data flows into your warehouse on your schedule. Near real time or nightly, your call. You own the data.

Reporting, automation, AI

We build the first dashboard, workflow or AI feature with you, then hand over the keys. Or we stay on for ongoing delivery.

Two ways to work with us

Pick the track that fits how you work.

Track 01

Self-serve

We set up the foundation. Your team builds on top.

ZoomInfo connector configured and running
Warehouse set up in your cloud account
Clean access for your Power BI, Fabric or Tableau team
Documentation on what's in the data model
Sync monitoring so you're warned before reports break

Best fit Teams that already have a BI analyst or data engineer and want to own the build.

Track 02

Done for you

We build the whole thing, end to end.

Everything in Self-serve
Dashboards built to the questions your team actually asks
Automations between your systems
AI workflows scoped to real tasks your team runs
Custom apps where a dashboard does not cut it
Ongoing delivery at a pace that fits your team

Best fit Teams without in-house BI or dev capacity. You tell us what you need and we deliver it.

Before you book

Frequently asked questions.

Who owns the data?

You do. It lands in your warehouse, on your cloud account. We don't resell or aggregate it. If you stop working with us, the warehouse stays yours and keeps running.

How fresh is the data?

Near real time for most operational systems. For heavier sources we schedule hourly or nightly. You pick based on what the reports need.

Do I need a warehouse already?

No. If you don't have one, we help you pick one and set it up as part of the first delivery. Common starting points are Snowflake, Microsoft Fabric, or a small Postgres start.

How are ZoomInfo records matched to CRM accounts and contacts?

ZoomInfo's own CRM connectors push an external id onto Salesforce and HubSpot records, which we preserve and augment with domain, corporate-family and email-normalisation matching. Unmatched records surface in a review queue rather than being silently merged, which matters because getting the parent-subsidiary match wrong once poisons every downstream ICP and territory report.

GDPR-compliant

Data stays in the EU

You own the warehouse

A first deliverable live in four to six weeks.

We review your ZoomInfo setup and the systems around it. Together we pick the first thing worth building.

Book a call See our other connectors