Outlook & Office 365 Emails

Add email interactions and relationship data to Clay.

Clay’s Microsoft email connection creates contacts for people you’ve emailed and displays email-related information on cards.

Connecting to a Microsoft Email

  1. Go to 
    Personal Info
    Personal Info
     on Mac, Web, or iOS
  2. Under Accounts, tap Add email
  3. When prompted, tap Microsoft Outlook
  4. Follow the Microsoft connect account flow

What Clay Does

  • Clay automatically creates contacts for people you’ve emailed. This includes everyone back to your first email.
  • Clay shows your email history with a person on their profile. You’ll see your first email with a person and your most recent email.
  • Clay prioritizes people depending on how well you know them. Don’t worry if you have a ton of emails, Clay will prioritize people you know more closely.
  • Clay surfaces people you’ve recently emailed for the first time in the Today view. Tap on someone to view their profile. On iOS, swipe to the right to take a note, or swipe to the left to dismiss the reminder.
  • Clay tries to filter out newsletters, distribution lists, and spam. It’s hard to have 100% accuracy though, so you can always manually delete these afterwards.

What Clay Doesn’t Do

  • Clay can’t see the body of emails (i.e. the actual message). This is so important we address it individually. Clay only asks for permission to import email metadata—the To:, Cc:, Subject:, and date. That permission does not provide any access to the body of the email.
  • Clay doesn’t store your Microsoft credentials, like your password. Microsoft only provides a token that Clay uses to pull new calendar events. We never have access to your Microsoft password.
  • Clay can’t create, modify, or delete calendar events. Literally, can’t. We only request permission to import events for the purposes of creating contacts and showing information about your events on each profile.

FAQ

Did we miss something? Have a question? Let us know.