Account-Based Playbook Generator — ZoomInfo to Salesforce

Trigger: New target account added to Salesforce with status set to 'Research'.

What this automates: Manual account research and playbook creation for new target accounts.

  1. New Salesforce account triggers workflow
  2. ZoomInfo enrichment retrieved
  3. Claude generates account-specific outreach playbook
  4. Playbook written back to Salesforce account record