Planned · on the roadmap

Live spreadsheets for ZoomInfo

Sheets is coming to ZoomInfo: your sequences, calls and meetings as live tables that formulas, pivot tables and charts read directly, without exports.

  • Spreadsheet formulas
  • Pivot tables and charts
  • Scheduled e-mail reports
Planned reports

What you will build on ZoomInfo

Each is one formula on live data. These are examples of the syntax: the column names will follow ZoomInfo's own fields once the integration ships.

=data.sequences.sum(meetings_booked, sequence, A2)
Sequence performance. Replies and meetings per sequence.
=data.meetings.count(id, outcome, "opportunity")/data.meetings.count(id)
Meeting conversion. Meetings that became opportunities.
=data.calls.count(id, rep, A2)
Rep activity. Calls and e-mails per rep and day.
The data

Tables from ZoomInfo

Sequences · Prospects · Calls · Meetings · Users

How it will run

Your data stays in ZoomInfo

You will sign in with your ZoomInfo account and give Sheets read access. Sheets runs on our servers in the EU and reads your data through ZoomInfo's API when a sheet opens or refreshes. We plan to list it in the ZoomInfo Marketplace.

Want it?

Vote for Sheets for ZoomInfo

A thumbs up moves ZoomInfo up the roadmap. Leave your e-mail address too and we write once, when it ships.

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FAQ

Questions

Is Sheets for ZoomInfo available?

Not yet. ZoomInfo is on the Sheets roadmap. Give it a thumbs up and leave your e-mail address on this page: we tell you when it is ready, and the votes decide what we build next.

What will Sheets read from ZoomInfo?

Your sequences, calls and meetings, as tables: Sequences, Prospects, Calls, Meetings, and Users. Each table becomes a data source that formulas, pivot tables and charts read live.

Will Sheets change anything in ZoomInfo?

It is planned read-only: Sheets reads your ZoomInfo data and does not change it.

What works today?

Sheets works today with QuickBooks Online, Xero, Shopify, WooCommerce, BigCommerce, HubSpot, FreshBooks, monday.com, and Asana.

Want Sheets for ZoomInfo?

Requests decide what we build next. We write once, when it is ready.

85 tools on the integrations page