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Determine CRM Record for Individual Marketing Flow Element

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Determine CRM Record for Individual Marketing Flow Element

Use the Determine CRM Record for Individual action element to find out if a person has a contact, lead, or prospect record. You can set up different paths for each situation and customize how you want to approach an individual depending on your existing records. For example, send specific emails based on whether the person is a lead or prospect, or update their contact record with new information.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Marketing Cloud Growth or Advanced Edition
Available in: All editions supported by Data 360. See Data 360 edition availability

Usage

In a segment-triggered flow, add the Determine CRM Record for Individual action to the flow canvas. You can configure the action to include paths for whether a contact, lead, or prospect record is found. You can also configure a path if none of those records are found.

Note
Note The Determine CRM Record for Individual action is available only for segment-triggered flows. Wait elements and actions like Send Email and Send SMS are unsupported on paths directly leading out from the action. You can add waits and actions after all of the paths meet.
 
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