I have a flow that checks if a lead exists and creates a new one of if does not but I dont know how to merge leads if one already exists. The lead email address would be the unique identifier.
Thank you all!
18 risposte
Thanks for the information.
So here is what you can do. I am assuming that you are calling your flow from a process.
When the lead is created and the process is triggered, pass all the five field values and the Id of the lead record to the flow as parameters and store these values in 5 flow variables.
All 5 variables will of type Input and set their data type according to the 5 fields.
In the record lookup screen for lead(matching criteria will remain same i.e email), if a record is found, store the Id of the record in a text variable.
Now do a record update, assign the ID with variable containing ID of found record and assign the 5 flow variables to the corresponding Lead fields.
Now delete the new lead using 'Record Delete' element.
Feel free to ask anything if you find anything confusing.
