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Beyond-Bot.ai + zoominfo
AgencyZoom is for the P&C insurance agent that's looking to increase sales, boost retention and analyze agency & producer performance.
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to zoominfo.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in zoominfo.
Trigger Workflows
Start automated workflows in zoominfo based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within zoominfo.
Company Enrich
Company enrich
Contact Enrich
Contact enrich
Intent Enrich
Intent enrich
Location Enrich
Location enrich
News Enrich
News enrich
Scoop Enrich
Scoop enrich
Technology Enrich
Technology enrich
Company Search
Returns a list of companies from zoominfo's data which meet the specified search criteria.
Company Search Inputs
Returns a list of fields you can use as input for the company search action.
Contact Search
Returns a list of contacts from zoominfo's data that meet the specified search criteria.
Contact Search Inputs
Returns a list of fields you can use as input for the contact search action.
Intent Search
Use this endpoint to search for companies and recommended contacts based on intent data. use input values to return the desired output fields in the response. for charging purposes, each intent signal returned is counted as a record.
Intent Search Inputs
Returns a list of fields you can use as input for the intent action.
News Search
Returns a list of news articles from zoominfo's data which meet the specified search criteria. all inputs are optional, but you must use at least one input parameter to generate a successful response.
News Search Inputs
Returns a list of fields you can use as input for the news search endpoint.
Scoop Search
Returns a list of scoops from zoominfo's data which meet the specified search criteria.
Scoop Search Inputs
Returns a list of fields you can use as input for the scoop search action.