Convert Lead

Overview

This action lets you convert leads into accounts, contacts, and opportunities directly within your Salesforce flows. Automating this process can save time, reduce errors, and ensure a smooth transition from lead to customer.

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How it Helps

Instead of manually converting leads in Salesforce, this action lets you seamlessly integrate lead conversion into your automated flows. This is particularly helpful for onboarding new leads or qualifying leads based on specific criteria.

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When to Use It

This action is ideal when you need to:

• Automate lead conversion based on specific criteria or actions in your flow.

• Streamline the lead-to-customer conversion process.

• Ensure consistent and accurate lead conversion.

• Reduce manual data entry and potential errors.

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Example

To automatically convert qualified leads after they reach a certain stage:

1. Configure the Action: Specify the lead to be converted and configure optional settings like creating or linking to existing accounts, contacts, and opportunities.

2. Trigger the Action: Use a Decision element in your flow to trigger the "Convert Lead" action when a lead meets your defined criteria (e.g., lead status is "Qualified").

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Key Considerations

• Optional Settings: The action provides toggles for various settings, allowing you to customize the conversion process.

• Record Relationships: Consider how the relationships between accounts, contacts, and opportunities align with your flow's logic.

• Lead Conversion Rules: Be aware of your organization's standard Salesforce lead conversion rules, as they may affect the conversion process