Convert Lead
zoho_crm.convert_lead
ActionCRM & salesconnection required
Calls the Zoho CRM API with the connection's credentials.
Convert a lead into a contact, an account and optionally a deal, and return the ids of the records Zoho created.
Connection
- Required
- Yes — the node will not save without one
- Auth type
- OAuth 2.0
- Providers
- Zoho CRM
- Secret shape
- {"client_id": "…", "client_secret": "…", "refresh_token": "…"}
- Config it needs
- data_center, api_domain, accounts_url, api_version
- Resolved by
- config.connection_id, else node.connection_id
Configuration
9 fields, 1 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 The id of the lead to convert. | string | Yes | — | — | — |
contact_id Merge the lead into this existing contact instead of creating one. | string | No | — | — | — |
account_id Merge the lead into this existing account instead of creating one. | string | No | — | — | — |
deal Create a deal alongside the conversion, as a JSON object of Deals field API names such as {"Deal_Name": "Acme", "Closing_Date": "2026-12-31", "Stage": "Qualification"}. | object | No | — | — | {"Closing_Date":"2026-12-31","Deal_Name":"Acme","Stage":"Qualification"} |
assign_to Id of the user who should own the new contact and account. | string | No | — | — | — |
overwrite Whether an existing contact's account is overwritten when it differs from the lead's company. | boolean | No | — | — | — |
notify_lead_owner Whether Zoho emails the lead's owner about the conversion. | boolean | No | — | — | — |
notify_new_entity_owner Whether Zoho emails the owner of the records the conversion created. | boolean | No | — | — | — |
move_attachments_to Which converted record the lead's attachments move to. | string | No | — | one of "Contacts", "Accounts", "Deals" | — |
Example configuration
Every value below is the contract’s own example or default — nothing invented.
{
"deal": {
"Closing_Date": "2026-12-31",
"Deal_Name": "Acme",
"Stage": "Qualification"
}
}Output
One shape.
result
| Field | Type | Example |
|---|---|---|
lead_id The id of the lead that was converted. | string | — |
status Zoho's conversion status, which is success here. | string | — |
code Zoho's result code for the conversion. | string | — |
message Zoho's human-readable result message. | string | — |
contact_id Id of the contact the lead became. | string | — |
account_id Id of the account the lead became. | string | — |
deal_id Id of the deal created, empty when none was. | string | — |
details Zoho's raw details block for the conversion. | object | — |
{
"account_id": "",
"code": "",
"contact_id": "",
"deal_id": "",
"details": {},
"lead_id": "",
"message": "",
"status": ""
}Notes
- A lead can only be converted once; a second call is refused by Zoho.
See Convert Lead run in a workflow.
In a technical demo we add the Zoho CRM connection, drop the node on the canvas and let Workflow Health pre-flight it before the first real run.