Populate lookup field in Leads module by matching a reference number....

Good afternoon,

We currently have a custom module (Properties) which contains all of the properties we look after. Each property has a unique reference field that is used when advertising.

When a new enquiry comes in as a lead, they enter the advert reference into the form and it populates a property reference field in the leads module. This reference will match a specific property in the property module.

When a new lead is created via this form submission, I would like a run a workflow rule which takes the reference value, searches the property module to find a match and then links the property via the lookup field called "Property Applied For" in the leads module.

When a meeting (viewing) is created in the leads module, I would then like to pull the property address from the linked property into the location field and also to the title of the event.

So in summary: -

Lead Created via form with property reference => referenced matched with property module and link appropriate property.

Meeting created, relating to the lead => Event title is "Viewing at <Street>" and the location is <Street>, <postcode>

Is this possible using deluge?

Thanks

Rich

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