Question

Lead to Deal conversion via Zapier

  • 31 May 2021
  • 3 replies
  • 102 views

Userlevel 1

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


This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

3 replies

Userlevel 1

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

Userlevel 3
Badge +6

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?

Userlevel 7
Badge +9

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