The Scenario
A new sales manager joined the team last week and her first task is to build a prospecting list for a new vertical: CFOs at manufacturing companies with over 50M in revenue. A hundred contacts. Column headers that match the CRM import template. Ready by Friday. She has ZoomInfo access. She has never built a prospecting list directly into an Excel workbook before — she's used to running searches in the ZoomInfo UI and cleaning up the CSV afterward.
The bad version:
- Run the ZoomInfo search, export 140 results, open the CSV in Excel, delete 9 columns that don't belong in the CRM template, rename 6 headers, remove rows where revenue data is missing, get to roughly 100 contacts
- Import into the CRM, have 18 rows fail validation because the phone number format doesn't match, go back into the workbook, reformat the column, reimport
- Find out on Monday that 12 of the contacts were already in the CRM under slightly different company names and are now duplicates
Two days for a list that was supposed to take an afternoon.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. You describe the criteria in plain language, it queries ZoomInfo, and writes the results into the workbook with the exact column headers and format you specify.
Pull a fresh ZoomInfo contact search for CFOs at manufacturing companies with over 50M revenue and write the results into this Excel table with columns: FirstName, LastName, Title, Company, DirectEmail, Phone
What You Get
- 100 rows matching the specified criteria, deduplicated before writing
- Column headers exactly as named in the prompt, ready for CRM import
- Rows with missing phone numbers receive a blank cell rather than a formatted placeholder
What If the Data Is Not Quite Ready
I need the column headers to match a specific CRM import template exactly
Search ZoomInfo for CFO contacts at manufacturing companies with over 50M revenue — write results into this Excel table with these exact headers: First Name, Last Name, Job Title, Company Name, Email Address, Mobile Phone — limit to 100 results and deduplicate by email
I want to exclude companies already in our CRM
Pull a ZoomInfo search for CFOs at manufacturing companies with over 50M revenue — write 100 results into this workbook — then check the company names in column H (our existing CRM export) and remove any contact whose company already appears there before finalizing the list
I want to tier the results by company revenue
Search ZoomInfo for CFOs at manufacturing companies with over 50M revenue — write 100 contacts into this workbook — then add a Revenue Tier column: Enterprise for companies over 500M, Mid-Market for 50M–500M
Full list build plus a draft email opener for each contact in one shot
Search ZoomInfo for CFOs at manufacturing companies with over 50M revenue — write 100 results into this workbook with columns for name, title, company, email, and phone — then write a one-sentence personalized opening line in the final column referencing the contact's title and company name
The list is ready to import and the first email is already drafted.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook — ask it to run a fresh ZoomInfo contact search matching your ICP criteria and write the results in your exact import format. The hub overview covers the full range of ZoomInfo + Excel use cases.