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Import Partner Contacts

Screen partner CSVs and add qualified prospects to your outreach register

Use this Agent instantly or customize it - no programming needed

Screen and import partner prospects
Reads
  • Partner contacts
    Partner contacts

    You submit a partner contact file with contact details and email and mobile validation results.

  • Partner name
    Partner name

    Your partner's name identifies the source in the tag and import summary.

  • Prospect criteria
    Prospect criteria

    You choose the companies, roles, industries, and titles that count as suitable prospects.

  • Import settings
    Import settings

    You set validation age limits, field mappings, and a partner source tag before import.

  • Existing prospects
    Existing prospects

    Your team's existing work emails and filled contact details reveal duplicates and conflicts.

Outreach register
Outreach register

Your outreach register finds existing prospects by work email and imports qualified contacts without replacing filled details.
Is the file unreadable or missing required columns?YesNo
Return the file corrections needed
Writes
  • Import summary
    Import summary

    You receive import counts, review status, and reasons for each skipped or conflicted row.

Screen rows for fit and current contact validation
Remove repeated emails and compare existing contacts
Are there no safe contacts to import?YesNo
Return counts and reasons for excluded rows
Writes
  • Import summary
    Import summary

    You receive import counts, review status, and reasons for each skipped or conflicted row.

Import safe contacts and apply the partner source tag
Writes
  • Outreach contacts
    Outreach contacts

    Your register gains new prospects or fills blank details on existing contacts, with the partner source tag.

Check import status and return counts and row reasons
Writes
  • Import summary
    Import summary

    You receive import counts, review status, and reasons for each skipped or conflicted row.

This Agent starts when you submit a partner contact CSV. It checks your prospect criteria, validation results, and existing contacts. It imports qualified prospects and returns reasons for skipped rows.

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monday.com
Used as:
Show all Agents working with monday.com
Zoom
Used as:
Show all Agents working with Zoom

Made for your industry

Import Partner Contacts is made for businesses in these industries.

Made for your role

Import Partner Contacts is made for people in these roles.

Made for your department

Import Partner Contacts is made for people in these departments.

How Import Partner Contacts works

5 steps, in order, on every run.

  1. Screen the partner fileCheck the CSV for required columns. Compare companies and job titles with your criteria. Stop and name any missing columns.
  2. Validate contact detailsCheck work emails against company domains. Review partner email and mobile validation against your age limit. Exclude failed, stale, incomplete, or repeated rows.
  3. Compare existing contactsMatch qualified rows to existing contacts by work email. Identify blank fields to fill and conflicting details for review.
  4. Import qualified prospectsImport new contacts and fill safe blanks on existing contacts. Preserve populated details, match by email, and apply your chosen partner source tag.
  5. Confirm and summarize the importCheck import counts and review status in the outreach register. Report additions, completed contacts, skipped rows, conflicts, and pending review.

How to Get Started

Connect your tools

Connect the tools you already use, such as monday.com or Zoom.

2 tools
Set your rules
  • Set the target company and job role criteria, including any excluded industries or titles.
  • Require each partner CSV to include name, company, company website domain, job title, work email, mobile number, email validation result and date, and mobile validation result and date.
  • Set how recent the partner's email and mobile validation results must be, and choose the source tag for imported partner prospects.
  • Map the CSV columns to the outreach register's contact fields and use work email as the duplicate match field.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Import Partner Contacts:

What do I need to provide with a partner list?

You provide a CSV with contact details and dated email and mobile validation results. You also choose prospect criteria, a validation age limit, and a source tag.

What happens if a contact already exists?

Your existing populated fields stay intact. The Agent fills safe blank fields and flags conflicting details for your review.

Does this check whether an email or phone works?

No. You provide recent validation results for work emails and mobile numbers. The Agent checks those results and the listed company domain.

What if the contact import needs review?

You get the current import status and a count of pending contacts. Those contacts stay off the ready list until review or correction is complete.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

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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