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amdSmartSights
amdSmartSights
Level 2
October 16, 2024
Question

Flow help - Lead Update vs Lead assigning to Queue

  • October 16, 2024
  • 2 replies
  • 795 views

I have a campaign flow with a Sync to SFDC step. I want new Leads assigned to the Queue and existing Leads to be updated. I need help with the proper steps or adjustments. My current flow reassigns existing Leads to the Queue. If I add 'If: SFDC Type is not Lead, then new leads will not be assigned to the Queue. 

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2 replies

D
davidlopez
Level 1
October 17, 2024

To fix the issue in your Sync to SFDC flow:

  1. Step 1: Set the first condition to check if the SFDC Type is not "Lead." If true, assign those records to the Queue: Unassigned Leads as shown in your screenshot.
  2. Step 2: Add a second condition for existing leads. Check if SFDC Type is "Lead" and update them instead of assigning them to the queue.

This way, new leads go to the queue, and existing leads get updated without reassignment

R
ReetuDe
Level 2
October 17, 2024

Hi @amdsmartsights 

 

Please check below to fix the issue

Choice 1:
If SFDC Type is empty (New Lead) → Assign to Queue: Unassigned Leads.

Choice 2:
If SFDC Type is Lead → Sync to SFDC (do not assign to the Queue).

Default:
Assign using Auto-Assignment Rules (for Contacts and other non-Leads).

 

Thanks

 

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