Hello All,
We use lead table and most of our leads are coming from existing accounts and contacts. We want to create a workflow/flow on lead table to auto populate/update lookup field "Parent Account for lead" & "Parent contact for lead".
Condition : if the fist name ,last name , email id capture on lead form matches to existing contact then the "Parent contact for lead" & "Parent Account for lead" should be updated with right records instead of user searching in those 2 lookup fields.
Trigger : when new lead record is created OR fist name ,last name , email id fields are updated.
Do share SOP/Steps to achieve above requirement.
Thank you in advance
