Hi all, I'm hoping I can reach out the community today for some guidance or ideas. My client receives leads from outside sources, and sometimes the customers will send through more than one inquiry, or there may already be an existing lead in the system. What I need is; when a duplicate (new) lead matches the existing (old) lead, then the system should use the OwnerID from the old lead for the new lead. I've created two flows in attempt to address this but it's not working in the production environment (by all rights it should work....bet you've heard that before) Simplified flow:
Flow 2.0
#Flow #Lead Assignment #Automation
Do note there is a Round Robin on the lead. Could be that the round robin is triggered after the flow, therefore overwriting the flow above. Any thoughts, ideas or share experiences would be greatly appreciated. Thanks in advance@!
Hello,
Process builder on create to launch the flow
Get element that gets the lead that started the flow. Lets call it newLead. >
Get element that gets all leads that have the same email as newLead, sort them by created date from smallest to largest and only retrieve the first record. Lets call it oldLead. > Assignment element that set newLead.ownerid = oldLead.ownerid > Update element that update newLead.
Also you can change the sort order (mentioned above) to largest to smallest to assign the lead to the last person to have that lead rather than the first person to have the lead. Additionally, change the filters (mentioned above) so that it doesn't try to match leads with blank emails.
Thanks
