Automatically Find or Create Office 365 Contacts

If you already use Office 365 for your inbox and calendar, it’s a no-brainer to store your contacts there, too. With your contacts in the same app as your emails and events, you can keep your workflows simple.

But your potentially simple workflows can get complicated because you use other apps besides Office 365. You have new contacts coming in from many different apps used across your business such as Salesforce, Eventbrite, Typeform, Shopify, Zoho CRM, or Stripe. This is when Zapier can help you simplify: Zapier will, for example, automatically add new Salesforce contacts as Office 365 contacts or add new Zoho CRM contacts as Office 365 contacts. Zaps like these help you get all your contacts in the same place without manual copy and pasting or exporting and importing on your end.

On top of that, Zapier’s new Search Action capabilities bring you an extra superpower when organizing your Office 365 contacts: the ability to search for Office 365 contacts within a Zap. The new “Find Contact” Search Action is like a dynamic search engine for your contacts.

Setting up a Zap that uses the “Find Contact” search action can help you avoid creating duplicate contacts in Office 365. For example, when you get new Shopify customers, you can automatically search for them in Office 365 to see if they already exist as contacts. If the customers aren’t already Office 365 contacts, the Zap will create them as contacts. If the customers are already Office 365 contacts, the Zap won’t create them as duplicate contacts. Here’s how that Zap would look:

You could take that automated workflow one step further by automatically sending those new Shopify customers an email from your personal Outlook address. Try this by adding the “Send Email” action to the Zap above. The Zap will look for the new Shopify customers in Office 365, create them as contacts if they don’t already exist, then will automatically send them a thank you email for their purchase.

Here’s how you can set up that Multi-Step Zap:

How To Use This Integration:

1. Sign up for a Office 365 account, and also make sure you have a Zapier account.
2. Connect your Office 365 account to Zapier.
3. Check out pre-made Office 365 integrations.
4. Or create your own from scratch in the Zap Editor.