The Scenario
A RevOps analyst exported 300 CRM contacts into an Excel table last week: names, companies, titles — but missing direct email or phone for 189 of them. The records go back years. Now the team is relaunching outreach and half the list is incomplete. ZoomInfo can fill in the gaps. The problem is doing it for 189 rows without someone spending two days in the ZoomInfo UI.
The bad version:
- Search each of the 189 contacts by name and company in ZoomInfo, find the matching profile, copy the direct email and phone, switch back to the workbook, find the right row, paste
- Hit row 52 and find that the CRM stored the company under a name it no longer uses, and spend time figuring out what the company is called now
- Get through 120 rows, decide it's close enough, and hand over a list that's still short by 69 contacts
A reactivation list that's 37 percent incomplete is not a campaign — it's a draft.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads the contacts where the email column is blank, searches ZoomInfo for each one, and writes in the missing fields — without touching rows that are already complete.
Enrich all 300 contacts in this Excel table with ZoomInfo — fill in missing DirectEmail, MobilePhone, and JobTitle fields for each row, and mark ENRICHED or NOT FOUND in column F
What You Get
- Column D (DirectEmail): filled in for rows where it was previously blank
- Column E (MobilePhone): filled in for the same rows
- Column C (JobTitle): updated where ZoomInfo returns a current title
- Column F: ENRICHED for rows where data was found, NOT FOUND for no-match rows
- Already-complete rows are updated, not skipped, so stale titles also get corrected
What If the Data Is Not Quite Ready
I only want to fill in rows where email is blank — skip rows that already have it
For each row in this Excel table where column D (DirectEmail) is blank, search ZoomInfo using first name, last name, and company — write the found email into column D and phone into column E; flag NOT FOUND in column F for no-match rows; skip rows where column D already has a value
Some company names in the export are outdated
For each row where column D is blank, attempt to match the company name to a verified ZoomInfo company record — write the normalized company name into column G — then search for the contact and write direct email into D and phone into E; flag COMPANY UNCLEAR in column F if the company cannot be confidently matched
I want to run the enrichment for all 300 rows and also add a priority flag
Enrich all 300 contacts with ZoomInfo — write current job title into C, direct email into D, phone into E, enrichment status into F — then add a Priority column in G: High if the title contains VP, Director, or C-level; Low otherwise — and sort so High rows appear first
Full enrichment plus a segmentation tag for the reactivation campaign in one shot
Enrich all 300 contacts in this workbook with ZoomInfo — job title into C, direct email into D, phone into E — mark ENRICHED or NOT FOUND in F — then add column G with a Segment tag: Decision Maker if the title is VP or above, Influencer if Director, and Practitioner otherwise
That final column is the segmentation logic the campaign team needs before they can build the sequences.
Try It
Get the 7-day free trial of SheetXAI and open the CRM export workbook with missing contact data — ask it to use ZoomInfo to fill in direct email and phone for every row where those fields are blank. The hub overview covers all ZoomInfo + Excel workflows.