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Find Contact

Module · Stable

Find a contact by email or name.

Searches contacts by email (field: email, default) or name (field: name). Returns found: true/false plus all contact fields. Typical pattern: crm_lookup → check found → crm_add_note (if found) or crm_contact_create (if not).

Use when an upstream step (e.g. Incoming email trigger or Ask Actor) supplies an email address or person name and the next step needs a contact_id or company_id — for example before Add Note, Move Deal Stage, or Create Task. Branch on the found output immediately after to handle the missing-contact case.

If you need to look up multiple contacts at once, use List Contacts — it returns an array you can pass to For each. If you only have a company domain or name, use Find Company instead. To create a contact when one may not yet exist, use Create Contact (idempotent on email).

Configured per use: query, field.

  • contact_id
  • name
  • email
  • phone
  • title
  • company_id
  • found
  • value
  • count
  • ambiguous
  • alternatives

Auto-generated from the skill registry (load_skills()). Do not edit by hand.