The Scenario
The trade show ended three days ago and a colleague pasted the badge-scan export into a shared Excel table. 100 rows: first name, last name, company name. Nothing else. Your sequences go out this week, and you need direct email, job title, and LinkedIn URL for each contact before you can import the list into your outreach tool.
The bad version:
- Open ZoomInfo, search each contact by name and company, navigate to their profile, copy the email, phone, and title, and paste them into the correct row in the workbook
- Repeat 100 times, or until you realize the UI is rate-limiting you and you have to wait between searches
- Notice on contact 67 that the company name from the badge export is an abbreviation ZoomInfo doesn't recognize, and spend ten minutes guessing the full legal name
It is Tuesday. The sequences are supposed to go out Thursday. Losing two days to manual contact lookup is not a sustainable use of a BDR's time.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads first name, last name, and company across 100 rows, searches ZoomInfo for each contact, and writes the results back into adjacent columns.
For each row in this Excel table, search ZoomInfo for the contact using first name from column A, last name from column B, and company from column C — write job title, direct email, and phone into columns D, E, and F
What You Get
- Column D: current job title as listed in ZoomInfo
- Column E: direct email address
- Column F: direct phone or mobile number
- Rows where no match is found receive a NOT FOUND flag in column G
What If the Data Is Not Quite Ready
The company names from the event are informal or abbreviated
For each contact row, try to match the company name in column C to the closest ZoomInfo company record — if a confident match exists, write the official company name into column H and proceed to enrich job title, email, and phone into D, E, and F; if no confident match exists, flag the row in column G as COMPANY UNCLEAR
I want LinkedIn URLs in addition to email and phone
Search ZoomInfo for each contact using first name in A, last name in B, and company in C — write job title into D, direct email into E, mobile phone into F, and LinkedIn URL into column G; flag NOT FOUND in column H for any no-match rows
Some contacts have already been enriched and I don't want to overwrite them
For each row where column E is blank, search ZoomInfo using first name in A, last name in B, and company in C — write job title into D, direct email into E, and phone into F; skip any row that already has a value in column E
Full cleanup plus enrichment plus a ready-for-import sort in one shot
Deduplicate the contact list by email address (keep the first occurrence), enrich each remaining contact using ZoomInfo — title into D, direct email into E, phone into F — flag NOT FOUND in column G for no-matches, and sort the workbook so all successfully enriched contacts appear before the flagged rows
That prompt delivers a sequencer-ready list, not a starting point.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook from your last event with first name, last name, and company — ask it to enrich each contact with ZoomInfo email, phone, and title before your next send date. The hub overview covers all ZoomInfo + Excel use cases.