CRM Filters - Enhance Your ZoomInfo Searches

Obviously, a lot of sales people — and marketers — use their CRM as their source of truth. That’s where you turn to see things like which accounts are customers, which prospects are assigned to you, who are the known contacts at a given company… and the list goes on.

Well, applying filters within your ZoomInfo searches—based on that kind of CRM information—gives you a phenomenal way to create company and contact lists with pinpoint precision. That’s exactly what ZoomInfo’s CRM filters are designed to do.

If you use either Salesforce or HubSpot as your CRM, your admin can set up CRM filters—and from there, you can use your CRM data to filter your ZoomInfo searches.