I did setup a web-to-lead form for a non-profit organization. The customer is not going to use Leads in Salesforce. I did setup a record-triggered flow after the web-to-lead. Once the lead is saved into salesforce, the flow calls an apex class with an invocable method that converts the Lead into an Account and Contact. However, this is always creating a new account and contact.
If a contact or account exists in the system, the lead should not create a new account, but updates the existing account and contact with the field values from the web-to-lead form. If the email from the web-to-lead doesn't match with an existing account or contact, a new account and contact should be created.
Can someone help?
I am trying to achieve this with a declarative approach if possible as the customer doesn't have the resources to modify the web code to make a webservice callout by passing the JSON data from the form. So, this will be my last option if the web-to-lead with lead conversion doesn;t workout.