The Scenario
You are the sales engineer preparing for a product demo cycle with 80 target accounts. Your pitch varies depending on what tools a company is already running — specifically their CRM, their marketing automation platform, and their data warehouse. If they're on Salesforce, you lead with the native connector. If they're on HubSpot, the story is different. You need tech stack data from ZoomInfo before the first call goes out next week.
The bad version:
- Search each of the 80 companies in ZoomInfo's UI, navigate to the technology data section, note the three tool categories you care about, and paste the values row by row into the sheet
- Discover that ZoomInfo shows you a full tech stack list with 40 items and you have to manually identify which bucket each tool belongs to
- Finish 40 companies and realize the format isn't consistent — some rows say "Salesforce CRM" and some say "Salesforce Sales Cloud" and now the column is uncategorizable
Clean tech stack data and a personalized pitch are not the same thing if the cleaning takes longer than writing the pitch.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet. It reads the company domains in your list, queries ZoomInfo's technology data, and writes back the detected tool names organized by category — no UI navigation required.
For each company domain in column A, enrich with ZoomInfo technology data and write the detected CRM, marketing automation, and data warehouse tools into columns B, C, and D
What You Get
- Column B: detected CRM (e.g., Salesforce, HubSpot, Microsoft Dynamics)
- Column C: detected marketing automation platform (e.g., Marketo, Pardot, HubSpot Marketing)
- Column D: detected data warehouse (e.g., Snowflake, BigQuery, Redshift)
- Rows where a category is not detected receive a blank cell, not an error
What If the Data Is Not Quite Ready
I want to flag accounts where the detected CRM is Salesforce specifically
Enrich all 80 accounts in column A with ZoomInfo technology data — write detected CRM into B, marketing automation into C, and data warehouse into D — then add column E with the label Salesforce Account if column B contains Salesforce, and Other CRM or No CRM Detected otherwise
Some domains in my list redirect or are formatted as subdomains
For each domain in column A, clean the value to the root domain before querying ZoomInfo — write the normalized domain into column B, then write detected CRM into C, marketing automation into D, and data warehouse into E
I also want to score how well the tech stack aligns with our integration story
Enrich each company in column A with ZoomInfo tech stack data — CRM into B, marketing automation into C, data warehouse into D — then add an Alignment Score in column E from 1 to 3 based on how many of those three categories match the tools our product integrates with natively: Salesforce, HubSpot, and Snowflake
Full enrichment plus pitch-line generation in one shot
Enrich all 80 companies in column A with ZoomInfo tech stack data — CRM into B, marketing automation into C, data warehouse into D — then write a one-sentence pitch opening in column E based on their detected stack: if Salesforce, reference the native connector; if HubSpot, reference the bidirectional sync; if no recognized CRM, use the general message
That last one means your sales engineers show up to the first call with a personalized opener already written.
Try It
Get the 7-day free trial of SheetXAI and open the Google Sheet with your 80 target account domains — ask it to pull ZoomInfo tech stack data so you know what tools each company is running before the first conversation. The hub overview covers the full range of ZoomInfo + Google Sheets use cases.