If the email associated to the incoming Lead matches with the email associated with any existing Contact then change the Lead Status to 'Qualified' else the Lead Status will remain 'New'.
Can we achieve this without coding? I tried the process builder but the Status value doesn't get updated.
Is there a way we can filter out the unmatched Leads using Joint Reports?
1 answer
Hi Natasha,
You should be able to do it with a flow. Your flow would need 2 input parameters: one for the lead ID, and one for the email address. It would first use a Get Records step to check if any contacts exist with that email address, and if they do, use a Save Records step to update the status of the lead using the lead ID variable.
Once you have the flow, you can run it automatically whenever a lead is created using process builder.
