- Worflow to create contact
- Posted by Hitesh Varsani on May 16th, 2008
Does anyone know how I can use the workflow in crm 4.0 to automatically
create a contact from an inbound email if the contact does not already
exist
Hitesh
--
- Posted by Darren Liu on May 19th, 2008
Hi Hitesh,
You can use workflow to create a Contact in CRM, however checking to
see if a contact is already in CRM is not possible by going through
the regular workflow UI. You can still write a workflow assembly to
register with CRM workflow, then when you createing the workflow, use
the assemlby to check if the contact is already in CRM, then proceed
with the creation of the record if not existed.
Hope this helps!
Darren Liu, Microsoft CRM MVP
Crowe
http://www.crowecrm.com
On May 16, 7:45*am, "Hitesh Varsani" <hitesh.vars...@daxten.com>
wrote:
- Posted by Matthew McMaster on July 1st, 2008
if you figure this out can you please let me know. What Darren wrote is
obvious, i'm guessing you are like me and need the steps in Workflow as it's
not currently working.
From my perspective, i'm struggling on how to assign a first & last name to
a contact coming in via email, as it would need to look in the contents of
the email body text to obtain this.
Matt
"Hitesh Varsani" wrote:
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