Skip to main content

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Learning Resources
All of our best learning resources can be found here.

Featured Articles Show & Tell Zapier's products AI Hub Zapier Tools Hub

Share your knowledge
Give back to the Community by sharing your automation wins and helping to answer questions.

Share your success See unanswered questions User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Is there a way to create a Deal but first “look” to see if a “Lead” exists then convert it? In other words, I need a way to convert LeadsInbox lead to a Deal via a automation ie. Zapier

Hi @adrianschulz,

Can you reply with the CRM that you are using? 

If you are using Pipedrive, you can use path operation (Or 2 zaps with filters) to achieve this. 

  Trigger  
  Find Lead  
If exists PATH If doesn’t exist
Convert lead   Create a new deal

Although, you may need to use API solution to convert lead as I assume Zapier natively doesn’t support converting a lead.

 

 Outliant

https://www.outliant.com/automation                                                                                                automation@outliant.com

 

Hey @adrianschulz, I hope you’re doing well, I just wanted to check in here!

Were you able to get things working or can we still help out here?

Yes, it’s working for me now. Thank you.

Terms & Conditions