- AI-Agent
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Add Qualified Contacts
Add qualified contacts from prospect sheets to your outreach register
Use this Agent instantly or customize it - no programming needed
- Ready prospect sheetReady prospect sheet
Your rep marks this sheet Ready; its rows include work details and prior verification results.
- Target criteriaTarget criteria
Your team chooses the companies, roles, and verification results that qualify a contact.
- Existing outreach contactsExisting outreach contacts
Your existing contacts reveal duplicates and uncertain matches before anyone joins the register.
Your prospect contact sheet starts the review when you mark it Ready and shows decisions beside each contact.
Your outreach register helps the Agent find existing people and add clear new contacts.
- New outreach contactsNew outreach contacts
Your register gains each clear new contact with a saved contact ID.
- Row decisionsRow decisions
Your sheet shows an imported contact ID or a specific skip or review reason for every row.
- Exception listException list
Your sheet lists contacts who need correction, a decision, or a retry.
This Agent starts when you mark a prospect contact sheet Ready. It checks roles, verification results, and possible duplicates. It adds qualified contacts to your outreach register and marks exceptions on the sheet.
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Google SheetsUsed as:
- Prospect contact sheet
Google Sheets starts the review when you mark it Ready and shows decisions beside each contact.
monday.comUsed as:
- Prospect contact sheet
monday.com starts the review when you mark it Ready and shows decisions beside each contact.
- Outreach register
monday.com helps the Agent find existing people and add clear new contacts.
ActiveCampaignUsed as:
- Outreach register
ActiveCampaign helps the Agent find existing people and add clear new contacts.
ZoomUsed as:
- Outreach register
Zoom helps the Agent find existing people and add clear new contacts.
Microsoft ExcelUsed as:
- Prospect contact sheet
Microsoft Excel starts the review when you mark it Ready and shows decisions beside each contact.
Microsoft Office 365Used as:
- Prospect contact sheet
Microsoft Office 365 starts the review when you mark it Ready and shows decisions beside each contact.
SmartsheetUsed as:
- Prospect contact sheet
Smartsheet starts the review when you mark it Ready and shows decisions beside each contact.
InstantlyUsed as:
- Outreach register
Instantly helps the Agent find existing people and add clear new contacts.
PodioUsed as:
- Prospect contact sheet
Podio starts the review when you mark it Ready and shows decisions beside each contact.
KintoneUsed as:
- Prospect contact sheet
Kintone starts the review when you mark it Ready and shows decisions beside each contact.
LoopsUsed as:
- Outreach register
Loops helps the Agent find existing people and add clear new contacts.
Made for your industry
Add Qualified Contacts is made for businesses in these industries.
- Advertising and Marketing
Move verified brand contacts into agency outreach and flag repeats.
Show all Agents for the Advertising and Marketing industry - Software
Add verified software prospects to outreach and flag repeat contacts.
Show all Agents for the Software industry - IT Services
Add qualified client contacts to outreach and flag duplicate entries.
Show all Agents for the IT Services industry - Consulting
Add qualified client contacts to outreach and flag gaps on the sheet.
Show all Agents for the Consulting industry - Wholesale Distribution
Add verified trade buyers to outreach and flag contact exceptions.
Show all Agents for the Wholesale Distribution industry - Manufacturing
Add qualified business buyers to outreach and flag duplicate contacts.
Show all Agents for the Manufacturing industry - Cybersecurity
Add verified security buyers to outreach and flag uncertain matches.
Show all Agents for the Cybersecurity industry
Made for your role
Add Qualified Contacts is made for people in these roles.
- Account Executive
Add qualified account contacts to outreach without repeat entries.
Show all Agents for the Account Executive role - Sales Development Representative
Add qualified prospects to outreach and flag duplicates before contact.
Show all Agents for the Sales Development Representative role - Sales Operations Specialist
Check contact sheets against sales criteria and prevent repeat entries.
Show all Agents for the Sales Operations Specialist role - Sales Representative
Add qualified contacts to the outreach register and flag exceptions.
Show all Agents for the Sales Representative role - Business Development Manager
Add qualified company contacts to outreach and flag uncertain matches.
Show all Agents for the Business Development Manager role - Lead Generation Specialist
Turn prospect sheets into qualified outreach contacts with row results.
Show all Agents for the Lead Generation Specialist role - Sales Coordinator
Import eligible sheet contacts and show which rows need sales review.
Show all Agents for the Sales Coordinator role - Sales Researcher
Add researched prospects to outreach and mark rows needing review.
Show all Agents for the Sales Researcher role - Sales Operations Manager
Keep outreach entries within target rules and surface sheet exceptions.
Show all Agents for the Sales Operations Manager role - Outreach Coordinator
Add eligible contacts to outreach and flag anyone needing review.
Show all Agents for the Outreach Coordinator role
Made for your department
Add Qualified Contacts is made for people in these departments.
- Sales
Add qualified prospects to outreach and flag contacts needing rep review.
Show all Agents for the Sales department - Sales Operations
Keep outreach entries aligned with target rules and flag duplicates.
Show all Agents for the Sales Operations department - Outreach
Move eligible prospects into the outreach register and flag contact gaps.
Show all Agents for the Outreach department
How Add Qualified Contacts works
5 steps, in order, on every run.
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Read the Prospect SheetRead names and contact details from the ready sheet. Gather the email and mobile verification results you provided.
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Check Contact EligibilityCompare company and role with your criteria. Check work email against company domain and require accepted verification for both contact details.
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Find Existing ContactsGroup repeated rows and search your outreach register. Skip clear duplicates and flag uncertain matches for your review.
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Add New ContactsCreate contacts for clear new candidates with verified details. Record their saved IDs beside the source rows.
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Mark Results on the SheetMark each row as imported, duplicate, or needing review. Add a short exception list with specific reasons.
How to Get Started
Connect the tools you already use, such as Google Sheets, monday.com or ActiveCampaign.
11 tools
- Choose the prospect sheet's Ready cell, contact columns, results columns, and exception-list area; give the Agent read and write access to that sheet.
- Require each contact row to include name, company, role, work email, mobile number with country code, and the team's existing email and mobile verification results.
- Set the target company and role criteria, the accepted verification values, and the outreach register where approved contacts belong.
- Connect the outreach register for contact search and creation, and choose how to treat an uncertain name, company, email, or mobile match.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Add Qualified Contacts:
You choose target companies, roles, and accepted verification results during setup. Your sheet needs prior email and mobile verification results.
No. Your team supplies existing verification results on the sheet. The Agent checks those results and whether the work email fits the company.
The Agent skips clear duplicates and leaves uncertain matches for your review. You choose how to treat uncertain matches during setup.
Your sheet shows a saved contact ID or a skip or review reason beside every row. You also get a short exception list.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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