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Update ZoomInfo integration docs for GTM OAuth#706

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TSP-1326/docs-update
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Update ZoomInfo integration docs for GTM OAuth#706
claude[bot] wants to merge 1 commit into
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TSP-1326/docs-update

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@claude

@claude claude Bot commented Jul 1, 2026

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Summary

  • Documents the new ZoomInfo GTM (OAuth) integration alongside the existing legacy credential-based integration
  • Restructures the "Connect the integration" section into two clear subsections: GTM OAuth (recommended, marked early access) and legacy credential-based
  • Adds documentation for 6 new GTM tool steps: Search Contacts (GTM), Enrich Contacts (GTM), Search Companies (GTM), Enrich Companies (GTM), Taxonomy Lookup, and ZoomInfo GTM API Call
  • Adds a parallel "ZoomInfo GTM API Call" advanced usage section
  • Expands best practices to cover integration method selection and automatic token refresh via OAuth
  • Adds 4 new FAQs covering GTM vs legacy differences, account requirements, Taxonomy Lookup explanation, and simultaneous use of both integrations

Linear issue

https://linear.app/relevance/issue/TSP-1326/

Related PR

RelevanceAI/relevance-ai#15784

🤖 Generated with Claude Code

Document the new ZoomInfo GTM (OAuth) integration alongside the existing
legacy credential-based integration. Changes include:

- Updated intro to describe both integration methods and note they coexist
- Restructured "Connect the integration" into two subsections: GTM OAuth
  (recommended, marked early access) and legacy credential-based
- Added 6 new GTM tool steps: Search Contacts (GTM), Enrich Contacts (GTM),
  Search Companies (GTM), Enrich Companies (GTM), Taxonomy Lookup, and
  ZoomInfo GTM API Call
- Added parallel "ZoomInfo GTM API Call" advanced section alongside legacy
- Expanded best practices to cover integration method selection and
  OAuth token refresh behavior
- Added 4 new FAQs: GTM vs legacy differences, account type requirements,
  Taxonomy Lookup explanation, and simultaneous use of both integrations

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
@claude claude Bot added the docs-drafter Documentation drafted by Claude label Jul 1, 2026
@linear

linear Bot commented Jul 1, 2026

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TSP-1326

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mintlify Bot commented Jul 1, 2026

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@claude claude Bot changed the title docs(TSP-1326): add ZoomInfo GTM OAuth integration documentation Update ZoomInfo integration docs for GTM OAuth Jul 1, 2026
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🎯 Vibe check

Reviewed: 1 file (1 with issues, 0 clean)

Scores

Dimension Score What's holding it back
🟡 Consistency 7/10 "Agent" is a Relevance AI product proper noun but written lowercase throughout ("your AI agents", "GTM agents"). "Taxonomy Lookup" vs "Taxonomy lookup" inconsistent between Card title and prose.
🟡 Technical clarity 7/10 Both custom API Call sections tell users to configure parameters "according to the ZoomInfo API documentation" but never link to it — Apollo.mdx links out to Apollo's API docs in the same section pattern. Technical users are left to find ZoomInfo's docs themselves.
🟢 Non-technical clarity 9/10 Credit model (search free / enrich costs credits) is explained clearly and reinforced throughout. GTM vs legacy distinction is well framed.
🟢 Structure 9/10 Solid integration page. One numbered list that should be <Steps>.

Score key: 🟢 9–10, 🟡 6–8, 🔴 1–5.

Overall vibe: A well-written, well-structured integration page — the credit consumption section in particular is genuinely useful and the GTM vs legacy framing is clear. Main gaps are the "Agent" capitalization inconsistency (present throughout) and a missing link to ZoomInfo API docs that will leave advanced users hunting.

🔧 Issues (6)
  • integrations/popular-integrations/zoominfo.mdx:3 — frontmatter description: "from your AI agents" → "from your AI Agents" — Agent is a Relevance AI product proper noun and should be capitalized when referring to the product feature.
  • integrations/popular-integrations/zoominfo.mdx:7 — "your AI agents can search ZoomInfo's database" → "your AI Agents" — same rule; this is referencing the product feature.
  • integrations/popular-integrations/zoominfo.mdx:147<Card title="Taxonomy lookup"> — the prose throughout the page consistently refers to this as "Taxonomy Lookup" (capitalized, treating it as the proper name of the tool step — e.g. lines 311, 348). Card title should match: "Taxonomy Lookup".
  • integrations/popular-integrations/zoominfo.mdx:217 — "Set the HTTP method, endpoint path, and request body parameters according to the ZoomInfo API documentation." — no link to ZoomInfo API docs. Apollo.mdx links directly to Apollo's API docs in the equivalent step ([Apollo's API documentation](https://apolloio.github.io/apollo-api-docs/)). Same issue on line 265 (legacy equivalent).
  • integrations/popular-integrations/zoominfo.mdx:295 — Accordion title "GTM agent prospect research" → "GTM Agent prospect research" — Agent is the Relevance AI product proper noun.
  • integrations/popular-integrations/zoominfo.mdx:363–364 — FAQ accordion title "Does ZoomInfo work with GTM agents?" and body "compatible with GTM agents in Relevance AI" → "GTM Agents" — same capitalization rule.
🧩 Component suggestions (1)
  • integrations/popular-integrations/zoominfo.mdx:188–196 — "How to add ZoomInfo tool steps to your agent" is a six-step sequential procedure written as a plain numbered list. Every other sequential procedure on this page uses <Steps> (the GTM OAuth setup, the legacy credential setup, both API Call sections). Wrap this in <Steps> for visual consistency and to match the page's own pattern.
✅ Clean files (0)

All issues are in integrations/popular-integrations/zoominfo.mdx.

🔋 Credit usage
Item Count
Files reviewed 1
Context pages read 2
Total lines processed ~888

Files read: integrations/popular-integrations/zoominfo.mdx (375 lines), integrations/popular-integrations/apollo.mdx (165 lines), integrations/popular-integrations/lusha.mdx (348 lines)

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