Hi,
Could someone advise me how to write a either a business process flow or workflow process that can identify and reconcile new or existing leads and either update exiting contacts using the email address as an identifier or create a new contact?
In a workflow am I correct to use a check condition to identify lead-contact via email: i.e:
If Lead:Email in(Parent contact for lead (Contact):Email), then:
How do I create the action at this point?
I would ideally like this to be automated if possible? Is it best to use a workflow?
Many thanks