Workflow to relate Lead and Contact/Account when there is a match on email or email domain

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1

Hello everyone,
Does anyone know if you can or how to use a Workflow to relate Lead and Contact/Account when there is a match on email or email domain?
Thank you kindly,
Vanessa

2

Hey Vanessaj

Have you found a solution for this, by chance?

I’ve had a look, and I’m not sure if this would be easily do-able via Workflow
I don’t believe you’re able to compare two records within two modules, when there are no related records between them.
Though, if you’ve found otherwise, that’d be good to hear!

You should be able to achieve something through Logic Hooks, however, if you are comfortable with PHP

I’ve written some brief steps on creating Logic hooks:Change user when isn't administrator
As well as there being some guides online: https://docs.suitecrm.com/developer/logic-hooks/

Through a logic hook, you should be able to achieve this, as you would be able to find Leads/Contacts with matching Email addresses/Domains through code.