Look up parent and subsidiary companies in ZoomInfo
Automatically look up an account’s parent and subsidiaries in ZoomInfo with Stepwork. A Slack request returns the hierarchy, domains, and HQ for routing review.
- Use case
- Pipeline & CRM hygieneRevOps
- Best for
- RevOps Analyst, Sales Operations Analyst
- Applications used
ZoomInfo
Slack
- Business outcome
- Data quality
The problem
A net-new logo that was a subsidiary all along.
A new account comes in and gets routed as net-new. Weeks later, someone notices it belongs to a parent another team already owns, and now two reps are working the same company.
Checking the hierarchy first means searching ZoomInfo, reading the family tree, and copying domains and headquarters into the routing ticket. Under deadline, that check gets skipped.
The outcome
Hierarchy evidence reaches routing before ownership is set
Stepwork looks up the account in ZoomInfo and extracts the parent company, subsidiaries, domains, headquarters, and confidence signals. RevOps reviews the evidence before ownership is final, and the run records who asked and what was found.
- The request names the account to check.
- An account ZoomInfo cannot match stops the run.
- The Slack reply includes the hierarchy and its confidence signals.
The process
From account name to a corporate family tree
RevOps posts the account in Slack. Stepwork pulls its hierarchy from ZoomInfo, in the same order every time.
- Step 1
Request it in Slack
A RevOps analyst posts the account name or domain in the revops channel. That message starts the flow, and Stepwork records who asked and when.
- Step 2
Find the account
Stepwork signs in to ZoomInfo and searches for the account. If there is no match, or several close matches, the run stops instead of guessing.
- Step 3
Extract the hierarchy
Stepwork pulls the parent company, subsidiaries, domains, headquarters, and the confidence signals ZoomInfo shows for each link.
- Step 4
Confirm and reply in Slack
Stepwork checks the hierarchy against the account in the request, then posts it back in Slack for routing review.
Why Stepwork
Routing decisions start with evidence
Stepwork runs the hierarchy lookup path you recorded in ZoomInfo. It only reads data and never sets the owner itself; RevOps decides with the evidence in hand.
Similar use cases
Similar use cases
Correct parent association and account owner in HubSpotAssociates a company to the approved parent record, reassigns ownership under the hierarchy rule, and writes the routing rationale to the timeline.- Look up revenue, headcount, and tech stack for accounts in ZoomInfoLooks up each account in ZoomInfo and extracts employee count, revenue band, industry, and technology stack fields.
- Pull an account’s contacts and org chart from ZoomInfoPulls the account's key contacts, titles, and reporting structure for deal multithreading.
FAQ