How to Use ZoomInfo
A beginner-friendly guide to getting started with ZoomInfo in 2026.
Getting Started: Step by Step
Create your ZoomInfo account
Visit ZoomInfo's website and sign up for a trial. You'll need an email address to get started.
Set up your workspace
Once signed in, configure your ZoomInfo workspace. Set your preferences, invite team members if needed, and customize the interface to match your workflow.
Explore contact-database
One of ZoomInfo's key features is contact-database. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Explore intent-data
One of ZoomInfo's key features is intent-data. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Explore company-insights
One of ZoomInfo's key features is company-insights. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Integrate with your existing tools
Connect ZoomInfo with the other tools you use daily. Most integrations can be set up in the settings or integrations panel.
Start using it for real work
Now that you're set up, start using ZoomInfo for actual tasks. The best way to learn is by doing — don't worry about getting everything perfect right away.
Pro Tips
- Start with the free plan or trial to explore ZoomInfo's capabilities before committing to a paid subscription.
- Use keyboard shortcuts to speed up your workflow — most tools have extensive shortcut systems.
- Check ZoomInfo's official documentation and community forums for advanced tips and best practices.
- Review your workflow after 2 weeks of use and adjust your setup based on what's working and what isn't.
Key Features to Explore
Alternatives to Consider
If ZoomInfo isn't the right fit, here are some similar tools:
Ready to Try ZoomInfo?
B2B intelligence platform providing company and contact data, buying intent signals, and workflow automation for sales, marketing, and recruiting teams.