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Hello! I have a question and would need some experts here to help me.I have created a marketing form and will embed it to a website for getting new subscribers. Per my understanding, when people click "submit" on my form they will become new contacts in the CRM. If I want to map this new contact to an existing account, instead of doing it manually, is there a way to map them automatically?Thanks in advance!
Hi Erika C,
Yes, you could use Power Automate flow to achieve this. However, you need to have a column/field on the Marketing Form to indicate which Account this customer belongs to.
Do you have that field?
Hi Steve,
Thanks for your reply!
Yes I have included a field that should be able to map with the account ID. I am still working with our IT team to make that field auto-filled so that the new customers do not need to fill in that field (as they don't know what their assigned account ID is).
But may I know what is a "Power Automate flow"?
Thanks again!
Cheers,
Erika C
Power Automate Flow is a tool that can automated process your business with no-code/low-code. More details: Get started with Power Automate (contains video) - Power Automate | Microsoft Docs
And in your case, you could create a automated cloud flow when your contact is created.
A sample flow:
It's very helpful. Thanks so much!
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