Pull Data from Accounts into Leads

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Posted on by HarHar

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Hi,

I would like to pull in data from an Account into a Lead.

When creating a lead and a Company account selected, it will auto fill the Business Phone and Email.

Appreciate your great help.

Cheers

HarHar

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Leah Ju Microsoft Employee on at

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RE: Pull Data from Accounts into Leads

Hi HarHar,

You can use workflow to get data from selected accounts and populate fields on the lead.

but the workflow works after the record is saved.

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HarHar 112 on at

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RE: Pull Data from Accounts into Leads

thanks very much

let me have a try

cheers

HarHar

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HarHar 112 on at

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RE: Pull Data from Accounts into Leads

Hi Leah,

It seems to be doesn't work.

Nothing happened when I save the record, cannot fill in data automatically.

Cheers

HarHar

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XM-22040801-0 11 on at

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RE: Pull Data from Accounts into Leads

Hello,

This should work.

Can you share what you tried?

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Verified answer

Leah Ju Microsoft Employee on at

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RE: Pull Data from Accounts into Leads

Hi HarHar,

It is possible that the fields used as triggers and conditions in the workflow are not selected correctly.

If you fill account in the 'Existing Account' field, you should use 'parent account for lead' field on the workflow:

--Trigger field

--condition:

--Update leads:

--Save and active the workflow.

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HarHar 112 on at

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RE: Pull Data from Accounts into Leads

Dear Leah,

Bingo, it works.

Finally, pull data form Account - annual revenue and description has been done.

But I try to pull data from Contact - business phone and email , I can't found any related field to setup, could you please advise.

Appreciate your great help.

Cheers

HarHar

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Leah Ju Microsoft Employee on at

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RE: Pull Data from Accounts into Leads

Hi HarHar,

You mentioned: try to pull data from Contact, you populate 'Existing Contact' field on the lead?

If so, you need get data through 'parent contact for lead' field:

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HarHar 112 on at

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RE: Pull Data from Accounts into Leads

Hi Leah,

Bingo, it works.

All of my issue has been fixed.

Really appreciate your great help.

Cheers

HarHar

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