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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Update source campaign...
Customer experience | Sales, Customer Insights,...
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Update source campaign for leads with most recent emails they received.

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Posted on by Hari Narayan Singh 230

Hi Community,

Is there a way to append the source campaign column for leads with campaign name of most recent emails they have received.
I want all the leads from marketing campaigns to have a source campaign.

So here's what we want to identify & Implement

1. Leads with source campaign columns as empty.
2. Look for the most recent email there parent contact has received
3. Append the campaign name columns of that email to source campaign of the respective leads.

appreciate your help...

Regards,
Hari

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  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi Hari Narayan Singh,

    This could be achieved by Power Automate flow. Here are the steps you need to do:

    1. List all leads whose source campaign is empty.

    2.Loop these leads and list email messages which is regarding to the contact of lead(order by 'Modified On' Desc and limit one row).

    3. Create a row of  Campaign table with the email's subject in step2.

    4.Update the Lead and fill in the source campaign column with the Campaign in step3.

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