Look up revenue, headcount, and tech stack for accounts in ZoomInfo
Automatically look up revenue, headcount, and tech stack for a list of accounts in ZoomInfo with Stepwork. Get employee count, revenue band, industry, and tools.
- Use case
- Data hygiene & cleanupSales
- Best for
- Sales Operations Analyst, Revenue Operations Manager
- Applications used
ZoomInfo
Slack
- Business outcome
- Data quality
The problem
The scoring model is only as good as its blanks.
Lead scoring and territory models need employee count, revenue band, industry, and tech stack for every account. Half the accounts in the CRM are missing at least one.
Analysts fill the gaps company by company in ZoomInfo. It takes days per list, and the model keeps running on partial data in the meantime.
The outcome
Scoring models feed from complete firmographics
Stepwork looks up each account in ZoomInfo and extracts employee count, revenue band, industry, and technology stack. The run records who asked, which list it used, and which accounts did not match.
- Each account gets the same four fields.
- Accounts ZoomInfo cannot match are listed, not guessed.
- The Slack reply includes the completed list as a file.
The process
From account list to complete firmographics
An analyst posts the account list in Slack. Stepwork looks up each one in ZoomInfo, in the same order every time.
- Step 1
Request it in Slack
A sales ops analyst posts the account list, with names or domains, in the revops channel. That message starts the flow, and Stepwork records who asked and when.
- Step 2
Look up each account
Stepwork signs in to ZoomInfo and searches for each account by domain or name. An account with no clear match is set aside rather than guessed.
- Step 3
Extract the fields
Stepwork pulls employee count, revenue band, industry, and technology stack for every matched account.
- Step 4
Confirm and reply in Slack
Stepwork checks that every row has the four fields or a reason it does not, then posts the file back in Slack.
Why Stepwork
Every account, the same four fields
A deterministic agent runs the lookup path you recorded in ZoomInfo. Each account is checked the same way, so the model compares accounts on equal terms.
Similar use cases
Similar use cases
- Look up parent and subsidiary companies in ZoomInfoLooks up an account and extracts parent company, subsidiaries, domains, headquarters, and confidence signals for routing review.
- Pull an account’s contacts and org chart from ZoomInfoPulls the account's key contacts, titles, and reporting structure for deal multithreading.
Enrich an account list in Apollo for territory planningRuns enrichment on the provided account list and extracts the enriched firmographic and technographic fields.
FAQ