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ZoomInfo Getting Started with Reach Out

Customize this training to give your sales team the help they need directly in ZoomInfo Reach Out - or any tool they're working in.

1. Download ReachOut Extension

ReachOut powered by ZoomInfo will allow you to get Contact & Company Info and access actionable data on any site.

Download HERE

Chrome Web Store page for the ZoomInfo ReachOut extension, for the download step

2. Getting Started in ReachOut - Signing in

1. To begin using ReachOut, click on the ReachOut logo in your toolbar.

Browser toolbar with the ZoomInfo ReachOut extension icon highlighted, for opening ReachOut to sign in

2. Enter your credentials when prompted

NOTE: Feel free to use your Google or Office365 credentials to login here as well.

ZoomInfo ReachOut sign-in screen with username and password fields and Google or Office login options

3. You are now ready to begin using ReachOut!

3. Finding Contact Data from LinkedIn using ReachOut

1. Go to LinkedIn and navigate to any profile. Then click the ZoomInfo logo in your toolbar.

Browser toolbar with the ZoomInfo ReachOut extension icon highlighted, for opening ReachOut to sign in

2. ReachOut will then display the person’s profile picture with masked contact information.

ZoomInfo ReachOut contact profile on a LinkedIn profile with masked contact details and an Export button

3. Clicking Direct, HQ, Mobile, Business, or Supplemental will reveal all the contact information ZoomInfo has available for that contact.

Along with displaying the information in ReachOut, you can export the information as a CSV or to the below tools.

  • Salesforce
  • HubSpot
  • Outreach
  • Salesloft
  • Zoho
  • Email
ZoomInfo ReachOut contact profile with phone numbers and email addresses revealed for a contact

4. Person Details (Company Information)

ReachOut provides information about the company where your contacts work. At a glance, you can view company size, revenue, industry, and a brief description.

ZoomInfo ReachOut company profile showing company size, industry and description for a contact's employer

5. Getting Company Information using ReachOut

In addition to viewing contacts on LinkedIn, you can also use ReachOut to view information about companies while browsing their website. To do this, simply visit a website and click the ZoomInfo logo in your toolbar.

ZoomInfo ReachOut panel open beside a company website, for getting company information while browsing
  1. If you would like to view Contacts At the Company simply click on "Contacts At Company".
  2. From here you can further filter down these contacts based on Department or Management Level at the specific company.
ZoomInfo ReachOut Contacts view for filtering a company's contacts by department or management level

3. Once you've chosen to filter by Department or Management Level you can find contact information for specific contacts by clicking the down carrot next to the specific contact you want more information about (Red) OR

4. You can select contact(s) to export to Salesforce or the other tools mentioned before (Green).

ZoomInfo ReachOut contact list with checkboxes to select contacts for export and arrows to expand contact details

Ready to customize this training content and surface it within your ZoomInfo instance?