Skip to main content

Notifications

Customer experience | Sales, Customer Insights,...
Suggested answer

Update source campaign for leads with most recent emails they received.

(0) ShareShare
ReportReport
Posted on by 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

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Update source campaign for leads with most recent emails they received.

    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.

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.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Announcing Forum Attachment Improvements!

We're excited to announce that attachments for replies in forums and improved…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,979 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,848 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans