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Pull Data from Accounts into Leads

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Posted on by HarHar 112

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

 

Categories:
Customization / Solutions / SDK and API
  • HarHar Profile Picture
    HarHar 112 on at
    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

  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    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:

    pastedimage1681809574888v1.png

  • HarHar Profile Picture
    HarHar 112 on at
    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  

  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    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

    8182.pastedimage1681781809731v2.png

    --condition:

    1184.pastedimage1681782075168v3.png

    --Update leads:

    pastedimage1681782451469v1.png

    --Save and active the workflow.

  • XM-22040801-0 Profile Picture
    XM-22040801-0 11 on at
    RE: Pull Data from Accounts into Leads

    Hello,

    This should work.

    Can you share what you tried?

  • HarHar Profile Picture
    HarHar 112 on at
    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

  • HarHar Profile Picture
    HarHar 112 on at
    RE: Pull Data from Accounts into Leads

    thanks very much

    let me have a try

    cheers

    HarHar

  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    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.

    pastedimage1681436210998v1.png

    pastedimage1681437141527v3.png

    pastedimage1681437453937v4.png

    but the workflow works after the record is saved.

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