Integration · CRM
AI agents for Outlook Contacts
Find, read, add and update the contacts in the signed-in person's Outlook address book (Microsoft 365 or Outlook.com).
- Actions
- 4
- Read
- 2
- Write
- 2
Actions
What your agents can do in Outlook Contacts
4 actions. Each one is a tool your agents can call and a step your workflows can run.
Read 2
Look things up. Nothing changes.
Find contacts
Lists the contacts in the person's default Contacts folder: those with an exact email address when email is given, else those whose display name starts with name, else all of them by name.
Get a contact
Reads one contact by its ID: names, email addresses, phones, company, job title, department, addresses, birthday and personal notes.
Write 2
Create, change or send.
Create a contact
Adds a contact to the person's default Contacts folder, with up to three email addresses, phone numbers, company, job title and notes.
Update a contact
Changes a contact by its ID: only the fields given change.
A person can approve first
Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Sign in with Microsoft and approve access (OAuth).
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your Outlook Contacts data
Ask a question in plain words. The agent can find contacts or get a contact in Outlook Contacts, then answers with what it found.
- 02
Let an agent update Outlook Contacts
Have the agent create a contact or update a contact in Outlook Contacts as part of a larger task. Turn on approval and a person signs off on each change first.
- 03
Share what it finds in Slack
Give one agent Outlook Contacts and Slack: it can find contacts in Outlook Contacts and post a summary to a Slack channel in the same run.
Works well with
More CRM tools
- HubSpot5 actionsCreate and update contacts by email, find contacts, and open deals and companies in a HubSpot CRM.
- Salesforce5 actionsFind records with SOQL, create leads and opportunities, and create or update contacts by email in a Salesforce org, production or sandbox.
- Pipedrive4 actionsAdd people and deals, attach notes, and search people in a Pipedrive company account.
- Zoho CRM4 actionsCreate or update leads, add contacts, and search or read records in any Zoho CRM module, in the data center where the Zoho account lives.
- Attio4 actionsCreate or update people and other records, add notes, and list records with filters in an Attio workspace.
- Apollo.io4 actionsFind prospects in Apollo's database by title, company or domain, enrich a person or a company, and save people as contacts in your Apollo team.
FAQ
Outlook Contacts and MyDeepAgents
Can MyDeepAgents connect to Outlook Contacts?
Yes. The Outlook Contacts connector has 4 actions: 2 read and 2 make changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect Outlook Contacts?
Sign in with Microsoft and approve access (OAuth). Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in Outlook Contacts without asking?
Only if you let it. Each of the 2 actions that change data can be set to wait for a person's approval before it runs.
Can I use Outlook Contacts in workflows as well as agents?
Yes. Every Outlook Contacts action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put Outlook Contacts to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.