Hello, I would like to ask for advice.
Is there a way to create a Process Definition or similar accessible front-end automation wherein if there's a new record on the Opportunities Module, it will find a record on the Contacts Record, if it didn't find anything it create a new Record based on specific field values.
Sample Scenario
[ Opportunity Module ] is connected to [ Contacts Module ] via Relationship
Setup
[ Opportunity Module ]
New Record: #101
- First Name: John
- Middle Name: Smith
- Last Name: Doe
- Email: unique@email.com
[ Contacts Module ]
IF
A: First Name: "John"
B. Middle Name: "Smith"
C. Last Name: "Doe"
D. Email: "unique@email.com"
IS an existing record, THEN tag Opportunity #101 to the existing Contact Record.
IF NOT
THEN create a new Contact Record, then tag Opportunity #101 to this new Contact record.
