Automate revenue operations from data to action

Maintain clean CRM data, automate lead routing, and trigger workflows based on buying signals and business logic with ZoomInfo Operations.

4.4/5 353 G2 Reviews

Ranked #1 in 150 G2 Reports

Maintain clean, standardized data across systems

Automate deduplication, enrichment, and continuous verification to keep CRM and GTM records accurate and up to date.

• Match and merge duplicates - Automatically identify and consolidate duplicate records with customizable matching rules
• Standardize formats - Normalize phone numbers, company names, addresses, and field values to ensure consistency
• Enrich missing data - Append company and contact attributes automatically with multi-vendor enrichment and waterfall logic
• Verify and update - Continuously monitor and update changed information in real-time to prevent data decay

Automate routing, assignment, and cross-system processes

Route leads, assign accounts, and trigger actions across your revenue systems using buying signals, lifecycle changes, or custom logic.

• Intelligent lead routing - Route inbound leads to the right rep with round-robin distribution, workflow-based territory rules, and conditional logic
• Lead-to-account matching - Automatically match leads to existing accounts using company hierarchies and domain intelligence
• Cross-system orchestration - Connect data and actions across CRM, marketing automation, sales engagement, and data warehouses

Prioritize accounts using predictive scoring

Apply scoring models and buying signals to identify high-value opportunities. Apply 300+ firmographic, technographic, and intent attributes to rank accounts most likely to convert.

• Predictive account scoring using AI-powered propensity models
• Operationalize intent data, technographics, and contact intelligence
• Build scoring models aligned to your ideal customer profile

Built for scale, security, and compliance

Advanced data orchestration

Build multi-step workflows with conditional logic to transform, route, and enrich data across systems - no code required.

Compliance & Governance

Built-in GDPR and CCPA compliance management with automated suppression lists, audit trails, and data restrictions. ISO 27001, 27701, and SOC 2 Type II certified for enterprise security.

Perimeter protection

Block bad data before it enters your systems. Prevent duplicates at point of entry with validation rules and real-time data quality checks that maintain standards automatically.

Built for revenue operations teams

• RevOps leaders - Access data and workflow automation to optimize territories, improve pipeline efficiency, and align sales, marketing, and customer success.

• Marketing operations - Match leads to accounts, score and segment based on fit and intent, and orchestrate coordinated campaigns across the buyer journey.

• Sales operations - Maintain CRM data quality, automate lead routing, and build workflow-based territories that support rep productivity and quota attainment.

“Our experience with ZoomInfo has been exceptional.

The data, automation and customer service is unmatched.”

Sam Kolbert-Hyle

CEO, Brandlive

Connect to your GTM systems

Use native integrations and APIs to sync data across CRM, marketing, sales, warehouse, and BI platforms.

FAQs

What is ZoomInfo Operations and how does it work?

ZoomInfo Operations is a solution that automates revenue processes, from data cleaning to lead routing. It works by maintaining a clean CRM and triggering automated workflows based on real-time buying signals and business logic.

How does it maintain data quality?

The platform automates deduplication, continuous verification, and multi-vendor enrichment. It ensures your CRM remains accurate by normalizing formats and updating records in real-time to prevent data decay.

Can it automate lead routing and assignment?

Yes. It uses intelligent routing to distribute inbound leads to the right representatives using round-robin or territory rules. It also automatically matches leads to existing accounts using company domain intelligence.

How does predictive account scoring work?

The system applies AI-powered propensity models to rank accounts most likely to convert. It uses over 300 firmographic, technographic, and intent attributes to help teams prioritize high-value opportunities.

What are "Advanced Data Orchestration" capabilities?

These are no-code, multi-step workflows that allow you to transform and enrich data across different systems. You can set conditional logic to route or update data across CRM, marketing automation, and data warehouses.

Does the platform support security and compliance?

Yes. It features built-in GDPR and CCPA compliance management, including automated suppression lists and audit trails. The solution is ISO 27001, 27701, and SOC 2 Type II certified for enterprise-grade security.