The Scenario
You manage demand gen for a company entering a new campaign cycle. You have a 50-account target list in Excel. Good firmographic fit. The problem is that "firmographic fit" doesn't tell you which of those 50 accounts is actively researching your category today. You want intent scores from ZoomInfo — specifically for "CRM software" and "sales automation" — so you can prioritize budget and outreach around the accounts that are actually in-market.
The bad version:
- Open ZoomInfo, navigate to intent data, search each company name one at a time, note the score for each topic, and copy it into the workbook by hand
- Realize that the intent view aggregates scores differently than you expected and you need a per-topic breakdown that requires an extra navigation step for each company
- Finish the enrichment 48 hours after the campaign launch window and hand over a prioritization sheet nobody has time to act on
Intent data that arrives after the campaign decision is metadata.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads your account list, queries ZoomInfo for intent signals on the topics you name, and writes the scores back into the adjacent columns.
For each company name in column A, enrich with ZoomInfo intent data for topics CRM software and sales automation, and write the intent score and signal count for each topic into columns B, C, D, and E
What You Get
- Column B: intent score for "CRM software"
- Column C: signal count for "CRM software"
- Column D: intent score for "sales automation"
- Column E: signal count for "sales automation"
- Rows with no detectable intent data receive a blank cell, not a zero
What If the Data Is Not Quite Ready
I want a combined score and a priority tier, not raw numbers
For each company in column A, pull ZoomInfo intent signals for CRM software and sales automation — write individual scores into B and C — then compute a combined score in D and label rows HIGH PRIORITY in E if the combined score is above 70, MEDIUM if 40–70, and LOW if below 40
The company names in my workbook don't always match how ZoomInfo identifies them
Before enriching intent data, attempt to match each company name in column A to a verified ZoomInfo company record and write the normalized name into column B — then pull intent scores for CRM software and sales automation into columns C through F for matched records
I want to sort the workbook after enrichment so highest-signal accounts are on top
Enrich all 50 accounts in column A with ZoomInfo intent data for CRM software and sales automation — write intent scores into B and C — then sort the workbook by combined score descending and mark the top 15 rows HIGH PRIORITY in column D
Full enrichment plus a news hook for each high-priority account in one pass
For each company in column A, pull ZoomInfo intent scores for CRM software and sales automation into B and C, compute combined score in D, assign a priority tier in E, and for each HIGH PRIORITY account pull the most recent ZoomInfo news headline into column F — so the team has signal strength and a conversation hook in a single worksheet
That final prompt is what you bring to the campaign kickoff.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook with your target account list — ask it to enrich each row with ZoomInfo intent signals for the topics your buyers are researching right now. The hub overview has the full ZoomInfo + Excel integration guide.