Automatically link new Leads to Existing Contacts, if a matching Contact already exists.

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Posted on by MichelleM

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Hi,

Is there a way to import a list of new Leads (for example Trade Show attendees) from a csv, and then if that Lead matches an existing Contact, for the newly created Lead to be linked to that existing Contact (as it's parent contact)?

The only way I can think of doing it is to import from csv with the email address in both the Lead Email and the Parent Contact column (matching contact by email), and then re-running the import for any that fail (because no match was found) for the brand new individuals... Not very clean and a bit clunky though! Could it be done with a Power Automate Flow? If so can anyone help with the logic for checking if a matching contact exists and then linking it if it does?

Thanks!

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Dynamics 365 Customer Insights - Journeys

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Tom_Gioielli 2,792 Super User 2025 Season 2 on at

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You can definitely do it with the import option you mentioned, but creating a flow would be a good approach as this logic can be handy to keep in place for any Lead created in your application.

Create a new flow with a Dataverse trigger on create/modify of a record in the lead table

Set the triggering field to be the email address, this way if the email is modified or added after creation the flow logic will run

Add a filter so the flow only runs when the email address is not null

Once triggered, the flow can do a List rows action on the Contact table, where Contact email address = Lead email address

Here is where you will need to make a decision. Ideally, your environment has duplicate detection turned on for Contacts and there can be just a single contact record with a given email address. However, if this is not the case you will need to determine which contact out of many that can be returned you want to link the lead record to.

I might recommend your 'List Rows' to be set to only return one result, sorted by most recent created date. This will mean that your lead gets linked to the newest contact with that matching email address, provided at least one is found

Use the 'Update a Row' Dataverse action to set the contact on your lead

Parent Contact = contacts(GUID of Contact Record Here)

The above presumes you are somewhat familiar with flows and how the Dataverse connector works. If not, let me know and I can look at actually building something with the proper syntax for you to look at.

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MichelleM 267 on at

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Thanks @Tom_Gioielli - that works perfectly. Thanks for the breakdown of the flow steps too!

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