Announcements
No record found.
Hi
I would like to get the data from an Account into a Lead.
When creating a lead and a company account selected, it will auto fill the Annual Revenue, Description and Company size.
Appreciate your great help.
Cheers
HarHar
Hi HarHar,
You can create one workflow to achieve it.
You mentioned that you selected account in the lead, the field is 'Existing Account'?
Actually, the field named 'parent account for lead' on the lead entity, so you need use the field as trigger and condition in workflow:
--Trigger field
--condition:
--Update leads:
--Save and active it.
--Test:
Hi Leah,
Bingo, it works.
All of my issue has been fixed.
Really appreciate your great help.
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
Congratulations to our 2026 Super Stars!
We are thrilled to have these Champions in our Community!
These are the community rock stars!
Stay up to date on forum activity by subscribing.
11manish 156
André Arnaud de Cal... 71 Super User 2026 Season 1
ManoVerse 54 Super User 2026 Season 1
