I hope some one might be able to provide me with assistance. I have the following scenario.
1. A person is signing up for a newsletter on MailChip. We get the
Beside that we know the name of the newsletter "iGlobe CRM"
2. We have a SharePoint Online App - iGlobe CRM Office 365. This app have a list for Contacts name, "CRM Contact"
IMPORTANT INFO. in the CRM there is a check for e-mail. Meaning if the email exist it will not allow to create a new contact with the same email. This is do avoid duplicates.
I have two challenges
I want to create the following flow. When a new element is added to MailChimp (new subscriber) a new contact should be created in iGlobe CRM (in the CRM Contact list). However. Before I create the new contact in iGlobe CRM I need to make a check to see if the contact already is in the CRM. To do that I can use the email address as a key. The flow will be like this;
When a new element is created in MailChimp make a lookup in the CRM Contact list to check if the e-mail (hence the contact) extist in the CRM. If YES simply send an email. If NO create the contact in the CRM and send an email.
Additional action must also be added but to start with I will be happy just to get this simple Flow to work.
I created a flow using
1. When an element is added to MailChimp
2. Create an element in SharePoint
But I what to make a check before I create the contact in SharePoint, How to????
The newsletter field in SharePoint is a list lookup. This filed is not showing on the available fields/columns in Flow when creating a new element in a sharepoint list. I cannot see any on the lookup fields?? This means I cannot set the newsletter value. Btw this value should not replace the existing but append to the existing values.
Thanks, any help will be appriciated.
Could you please share a bit more about your SharePoint list?
I have created a SharePoint list on my side and the data structure of it as below:
For your first question, I have made a test on my side and please take a try with the following workaround:
The flow works successfully as below:
For your second question, could you please share a screenshot of your issue on your side? I have made a test on my side and the Lookup field is able to show up when creating a new element in my SharePoint list. Please check if you have created proper type column in your SharePoint list.
Thank you very much. I will try to set up my flow as you did. I am not sure if the issue regadring the list filed is because it as a SharePoint App. It should not, because it is based on Standard SharePoint.
Below is a link to a demo tenant. It is a link directly to the CRM app.
Login as James Bond:
Setting up a flow requires to the the following:
SharePoint site : https://iglobedemo.sharepoint.com/sites/iGlobeCRMApp/IGlobeCRM
SharePoint list: CRM Contact
Hi Kris @v-xida-msft Thank you for the flow. I made the exact same flow and it work successfully, almost. Meaning it created a new contact in the CRM. However the flow did not stop, it just continue to run and I had to stop it??
I have about 4000 contacts in the CRM, might it because it just continued to go through all the contacts??
The lookup filed I am still not able to see?
Perhaps a skype call ?
Check out the new Process Advisor community forum board!
Check out new user group experience and if you are a leader please create your group
On-demand access to all the great content presented by the product teams and community members! #MSBizAppsSummit #CommunityRocks