1.Monitors new contact creation
Integrate Microsoft Outlook and your mailbox setup to capture new contact fields and trigger contact board processing.
Create contact record and link company for new contacts
Automatically monitor new contact creation across Microsoft Outlook and contact boards in monday.com. Create and update when inbox contacts are created, emails are added, or phones are updatedβso you can create contact records, link company relationships, and normalize phone numbers without manual data entry.
How this automation creates outreach-ready contacts
When new contacts are created in your mailbox, duplicates and messy fields slow outreach and confuse teams. This automation queries your boards and creates linked contact items with normalized phonesβso your team can act on clean data fast.
Microsoft Outlookor swap with your favorite app
2.Finds API connection details
Integrate Zapier Tables and reporting systems to retrieve endpoint URL and auth token for follow-up board queries.
Zapier Tablesor swap with your favorite app
3.Queries contact and company boards
Integrate Webhooks by Zapier and data lookup tools to query contact items by name and company items by name.
Webhooks by Zapieror swap with your favorite app
4.Blocks duplicate contact matches
Integrate Filter by Zapier and deduping rules to continue only when no existing contact match is found.
Filter by Zapieror swap with your favorite app
5.Normalizes business phones
Integrate Formatter by Zapier and phone normalization tools to extract a single business phone and format to E.164.
Formatter by Zapieror swap with your favorite app
6.Creates contact item and link
Integrate monday.com and contact board tools to create the contact item, map fields, assign owner, and set company relation.
monday.comor swap with your favorite app
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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