Contact Search

Contact Search allows you to search for people you want to have meaningful conversations with by using the different filters on the left side of the tool to narrow down your results to those that matter the most to you. Our filter options range from pick lists to open text search fields, giving you the flexibility you need to find the right personas. Once you've found the right people, it's easy to warm up a cold call by using the information that we include on their contact card or push them into an external system to schedule any to-do's/tasks for followups.


Search Functions

Entering Search CriteriaDepending on the search criteria, our filters include open text fields, pick lists or a text field that brings you to predefined results based on what you enter. Whether you select from a pick list or type in the open text field and hit enter these will now show as filter chips at the top of the results page, making it easy to see a breadcrumb trail of what criteria are already applied to help keep yourself organized and make editing the query simple. To remove search criteria simply click the 'X' for the filter you want to remove. If you want to remove your entire search string click 'Clear'.

Building Search Strings: The need for Boolean strings have been replaced with the ability to add multiple options within the same search category. For instance, if you want to pull back results for multiple companies simply enter them as individual search criteria.

Boolean Logic: Great news, you can still use boolean logic in the open text search fields! AND, OR, & NOT can be used in Company Name, Job Title, and Industry Keywords. If you don't want to type a long search string but have multiple keywords you need to remove, you can also use NOT 'keyword' as individual search criteria.

Pro Tip: Searching for multiple criteria in the same search category (2 job titles) we'll automatically use an "or" between the criteria, whereas searching for criteria in different search categories (job title and job function) we'll automatically use an "and" between the criteria. 


Filter Options

Contact Info: Looking for direct dials to prospect or emails for a campaign blast? This filter option will allow you to remove contacts that don't have the relevant type of contact data you need. The default selection will bring back results with any contact information (direct dial, HQ, or email) but you can define further based on your needs. Just simply select the data points you require and toggle the All/Any slider depending on if you need multiple data points or only one.


Last Updated: Our default setting will bring back contacts that have been updated within the last 12 months by ZoomInfo. If you want to narrow or expand this filter you can choose to change this setting using the drop down and simply selecting the timeframe in which you want results returned to be updated within.

Full Name: Already know the name of someone you want to find contact information for? Simply enter their name using this open text field and click enter to watch results come back in real time. Note: You can only search for one person at a time so if you're looking for multiple people at the same company try searching using the company filter.

Company Name/URL/Ticker: You know the company you want to target and now you need to find the contacts. Use the open text field to type in Company names, URL's, or Tickers.
Pro Tip: If you’re getting results back across multiple companies, try a search using the company URL as these are our unique identifiers. There are lots of companies with Apple in their name but only one www.apple.com.

Job Title: This is another open text field that allows you to search for specific job titles, i.e. CEO, Director of Demand Generation, Corporate Controller. Adding multiple titles will bring back results for all of these titles.
Pro tip: Getting results back that include Assistant to CEO? Using Boolean search logic, simply add NOT assistant as a job title to remove all of those results.

Job Function: Looking for the right department/role to go after? You can search for job functions using the pick list we’ve provided or you can start typing in a function into the search textbox and we’ll come back with the options to select from as applicable.

Management Level: Narrow your results by their management level - select all options you want to include in your query.
Pro Tip: Use to searching for specific titles but you want to cast a wider net? Try using Job Function + Management Level filters together to get appropriate targets that don’t have the standard industry title!

Industry: There are multiple ways to search within the Industry section. You can use our pick lists to select the appropriate industry classifications you wish to target. Clicking on a '+' will drill down into the industry, allowing you to select the full industry classification or a specific vertical within it.

Don’t see your target industry in our picklists? Try using the open text search box. You can search for keywords and/or phrases in company descriptions as well as products and/or services offered to find niche industries.

Location: You can search for people and companies across States, Metro Regions, or ZIP Codes. If searching for a state/country or metro region, use our pick lists provided. If searching for a ZIP code simply type it into the search box and select the radius around that ZIP code you want us to search for.
Note:  Our default location search is either person or company HQ at the location if you need just the contact at the location select that option to further filter your results.

Technology Products: We partner with HG Data to provide technographic information that is also searchable within our platform. Technologies are used at the company level and you can find technologies by simply typing in the ‘Search technologies’ and see our options based on your text appear in real time. Not sure the name of the product? Use the "Explore..." link to search by Category, Vendor, or Product.
Pro Tip: Are you product agnostic and want to find people that use a specific vendor instead? Use the "Explore..." link and simply type the name of the vendor in the search bar and select the option that's most applicable and click 'Search'. We'll bring back results that utilize any product that we have under this vendor.

Revenue & Employees: Search by revenue or employees by using the sliders. You can drag the minimum or maximum to your desired target.

More Contact Filters: Looking for a contact with a specific alma mater or whether or not they're a board member? You can simply type in the criteria you're looking for in the open text fields.
Note: our default filter excludes board members, make sure you adjust this if this doesn't apply to your search.

More Company Filters: You can search by a specific company attribute, ranking (i.e. Fortune 100, 500), NAICS or SIC codes, or company type (i.e. Nonprofit or Government).
    Company Attributes- allows you to search using non-typical criteria such as 100+ sales reps or 25+ locations. We have a set list of attributes that we've created for you to utilize in searches, see our full list here.

Tags: Apply customized labels to contacts and use them as a separate filter to pull back the list and be able to fine tune it further with additional filters.


Viewing Contact Information

Not only do contact cards provide the necessary contact information to get a hold of your prospect, they also include detailed information about the person and the company that they work for - making it easy to warm up a cold call. Contact cards are what we refer to as the collapsed and expanded views of the contact information.

When search results come back, you'll see the collapsed view of all contacts that fit your search requirements. The collapsed view shows what type up contact information we have (Direct Phone, HQ Phone, and/or Email) as well as a glimpse into the company. The date in the upper right-hand corner is the last time we either updated or confirmed this contact's information.

To see the expanded contact card, and reveal the contact information, simply click on the down arrow in the bottom right of the collapsed view. Once expanded, you'll see more information including their contact details, location, employment history, web references, and company details.

You can expand the card even further by clicking 'Show More' to reveal other key contacts in the company, industry and technographic information, competitors, and news articles on the company.
Pro Tip: You can also search within a contact card for a specific technology by typing in the Search box next to Technologies Used.


Exporting Contact Information

Once you've found your ideal contacts, there are several options to export the data out of ZoomInfo. 

Exporting to Excel

  1. Select the contacts you wish to export by individually checking the box to the left of their collapsed contact card or selecting the entire page of contacts.

  2. Select Export from the top navigation bar and Excel from the drop down.
  3. The Export window will have 3 tabs to allow you to fill in additional information before exporting the list. 
    1. The General tab allows you to name your list, select whether you want only the selected contacts or all of the results included in the list, and whether to include a preview file or not.
      Note: Exclude My Contacts is already selected to suppress out any contacts that you've exported within the last 6 months.
    2. The Suppression and Limits tabs allow you to upload suppression lists and place limits on the results that will be on your exported file. 
    3. To navigate to the next tab simply click on the tab name at the top of the page.
    4. Select Export when finished.
      Note: Excel exports cannot exceed 500,000 records.
  4.  Once the list is ready for download you'll receive an email notification from us. The list can be found in My Lists where you can either preview the file or redeem your list.

Exporting to External Systems

  1. Select the individual records you wish to export.
  2. Click Export on the top navigation bar and select the integration you want the information to go to.
  3. If the record is exported successfully you'll receive a notification at the bottom of the page.
  4. If the record is a duplicate you'll receive a duplication detection message.

To learn more about each of our integrations, including record export limitations and duplication detection, visit our Using ZoomInfo with Connected Systems page!


Exporting to Email

  1. Select the records you wish to export.
  2. Click on Export in the top navigation bar and select Email.
  3. You'll be asked to confirm that you'd like to use data credits for these records and a successful message will temporarily show at the bottom of the page.
  4. The records will be sent to your email with the ability to add them to your address book.

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