Convert Lead
salesforce.convert_lead
ActionCRM & salesconnection required
Calls the Salesforce REST API at the connection's instance URL.
Convert a Lead into an Account, Contact and (optionally) an Opportunity.
Connection
- Required
- Yes — the node will not save without one
- Auth type
- OAuth 2.0
- Providers
- Salesforce
- Secret shape
- {"client_id", "client_secret", "refresh_token"}
- Config it needs
- login_url, api_version
- Resolved by
- config.connection_id, else node.connection_id
Configuration
12 fields, 2 required. A dotted path is a nested object and name[] an array of objects — the editor renders the same tree.
| Field | Type | Required | Default | Constraints | Example |
|---|---|---|---|---|---|
lead_id Id of the Lead to convert. Supports {{ }}. | string | Yes | — | — | — |
converted_status A converted value from the Lead Status picklist, e.g. Closed - Converted. | string | Yes | — | — | — |
account_id Existing Account to convert into. Leave empty to create one. | string | No | — | — | — |
contact_id Existing Contact to convert into. Leave empty to create one. | string | No | — | — | — |
opportunity_id Existing Opportunity to attach instead of creating one. | string | No | — | — | — |
opportunity_name Name for the new Opportunity. Defaults to the Company on the Lead. | string | No | — | — | — |
owner_id User or queue that owns the converted records. | string | No | — | — | — |
related_person_account_id Person Account to convert the Lead into, in a Person Account org. | string | No | — | — | — |
do_not_create_opportunity True to convert without creating an Opportunity. | boolean | No | — | — | — |
overwrite_lead_source True to copy the Lead Source onto the target Contact. | boolean | No | — | — | — |
bypass_account_dedupe_check True to skip the duplicate check on the Account being created. | boolean | No | — | — | — |
bypass_contact_dedupe_check True to skip the duplicate check on the Contact being created. | boolean | No | — | — | — |
Output
One shape.
result
| Field | Type | Example |
|---|---|---|
success True when the conversion ran. | boolean | — |
lead_id The Lead that was converted. | string | — |
account_id The Account the Lead converted into. | string | — |
contact_id The Contact the Lead converted into. | string | — |
opportunity_id The Opportunity created, when one was. | string | — |
errors What the action reported when it refused. | array | — |
outputs The action's outputValues, as returned. | object | — |
{
"account_id": "",
"contact_id": "",
"errors": [],
"lead_id": "",
"opportunity_id": "",
"outputs": {},
"success": false
}Notes
- Runs the standard convertLead invocable action (POST /actions/standard/convertLead), the REST equivalent of the SOAP convertLead() call.
- converted_status must be a Lead Status value marked Converted in the org.
Templates that use Salesforce
Solutions with Salesforce
See Convert Lead run in a workflow.
In a technical demo we add the Salesforce connection, drop the node on the canvas and let Workflow Health pre-flight it before the first real run.