We can start by opening an Uplead or ZoomInfo profile and clicking + Add Site info from the Magical panel. Select the pieces of information you're interested in and add a label so you can easily remember them.

Next, we can create our template. Select Templates and Create Template. We'll hit // to select our info placeholders and hit Save. Fun fact: you can also save the candidate's email as an information placeholder in a separate template to make it super easy for email sends!

Now, every time we want to send a message to someone from Uplead, we just need to open the relevant tabs in Uplead, and type in our template trigger.