ZoomInfo Microsoft Excel

ZoomInfo + Microsoft Excel Integrations, Built by an AI Agent

Put ZoomInfo + Microsoft Excel to work with AI and enterprise-grade automation

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See the kind of workflows teams build with ZoomInfo and Microsoft Excel below — describe the exact one you want above and the Agent builds it on demand.

ZoomInfo + Microsoft Excel Append new intent records from ZoomInfo as rows in a Microsoft Excel spreadsheet. See details
Enrich rows When a new row is added in Microsoft Excel, enrich it with ZoomInfo. See details
Log new prospects When a new lead is found in ZoomInfo, add a row to Microsoft Excel. See details
Find emails for a list When a row is added without an email in Microsoft Excel, find one with ZoomInfo. See details

Browse the full workflow library →

Looking to achieve something else with ZoomInfo and Microsoft Excel?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for ZoomInfo and Microsoft Excel

Everything ZoomInfo and Microsoft Excel can do inside a workflow — the triggers that start one and the actions that run when it fires.

ZoomInfo Explore ZoomInfo →

ZoomInfo is a business intelligence and lead generation database that provides sales and marketing teams with accurate contact and company insights.

Triggers
New Intent

Triggers when ZoomInfo detects signals that your target buyers are primed for a purchase.

Actions
Account Summary

Retrieve the account summary for a specific company.

Enrich Corporate Hierarchy

Returns the full corporate hierarchy for a company, including parent, subsidiaries, and acquisitions. Consumes a credit per record enriched.

Enrich Company

Lookup any company in ZoomInfo and return all available data.

Reveal IP

Resolves an IPv4 address to a matching ZoomInfo company record using the Company Enrich endpoint. IPv6 addresses are not currently supported. Each successful match consumes 1 enrichment credit unless the record is already under management.

Enrich Org Charts

Returns ZoomInfo contacts at a company by department and seniority, filtered by minimum contact accuracy. Consumes a credit per successful request.

Get Signals

Retrieves sales intelligence signals (funding, leadership changes, intent spikes, hiring, etc.) for up to 50 companies. Returns a "signals" field containing all results, which can be looped over using Looping by Zapier. Requires ZoomInfo Copilot access.

Microsoft Excel Explore Microsoft Excel →

Microsoft Excel is a spreadsheet application used for organizing, analyzing, and visualizing data in tabular form.

Triggers
New Row

Triggers when a new row is added to a worksheet in a spreadsheet.

New Row in Table

Triggers when a new row is added to a table in a spreadsheet.

New Worksheet

Triggers when a new worksheet is added to a spreadsheet.

Updated Row

Triggers when a row is added or updated in a worksheet.

Actions
Add Row

Adds a new row to the end of a worksheet.

Add Row(s)

Adds one or more rows to the end of a worksheet (with line item support).

Add Row to Table

Adds a new row to the end of a specific table.

Clear Cells by Range

Clears the contents and/or formatting of a range of cells.

Clear Column by Index

Clears the contents and/or formatting of a column by index.

Clear Row by ID

Clears the contents and/or formatting of a row by ID.

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FAQ

Common questions about ZoomInfo + Microsoft Excel

Is there a pre-built ZoomInfo + Microsoft Excel automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches ZoomInfo and Microsoft Excel's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built ZoomInfo or Microsoft Excel connector?

No. The Agent works whether or not ZoomInfo or Microsoft Excel already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can sheet rows be enriched?

Yes. When a row with a name or domain is added in Microsoft Excel, ZoomInfo can enrich it and write the data back.

Can prospects be logged?

New contacts or companies found in ZoomInfo can be added as rows in Microsoft Excel.

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