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How do I convert a lead to a contact in Salesforce using Zapier?

  • 25 April 2023
  • 2 replies
  • 600 views

Hi there!

I’m trying to set up a zap that would convert a Lead to a Contact in Salesforce.

I’m looking for a zap action that would replicate what I do manually when clicking ‘Convert’ on a Salesforce Lead:

 

-Choosing the Account the Contact will be attached to based on the domain of the Lead → possible through the ‘Create Contact’ action

-Naming the Contact → possible through the ‘Create Contact’ action

-Choosing the record owner → possible through the ‘Create Contact’ action

-Choosing a Converted Status → possible through the ‘Create Contact’ action

 

Then, upon clicking ‘Convert’, Salesforce will mark the Lead as converted and make a link between the converted Lead and the resulting records.

So I would also need to update the Lead with:

-Marking the Lead as converted → I did not find the option to update the field IsConverted in the ‘Update Lead’ action

-Filling in the Converted Date → I did not find the option to update the field Converted Date in the ‘Update Lead’ action

-Filling in the Converted Contact Id → I did not find the option to update the field ConvertedContactId in the ‘Update Lead’ action

 

Does anyone have an idea on how to maintain the link between the original Lead and the converted Contact created from it?

Thanks in advance for your help!

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2 replies

SamB
Rank
Userlevel 7
Badge +11

Hey @club_claire, thanks for joining the Community!

Ah, I did some checking and as you’ve spotted, there’s no option to convert a lead into a contact. We’ve got a feature request open to have a “Convert Lead” action added to the Salesforce app so I’ve gone ahead and added your vote to that. I can’t make any promises as to when that would be added, but we’ll email you as soon as it becomes available! 

There’s no workarounds reported at the minute but I wonder if you might be able to use the API Request (Beta) (Salesforce) action to send a request through to Saleforce’s convertLead() API endpoint. I’ve not tested this myself but it looks like that API endpoint would allow you to convert an existing lead. It’s an advanced feature so may not be an ideal solution here, but I thought it worth mentioning just in case.

If you’re interested in trying that you can find out more about how to use that feature here: Create an API request in your Zaps (Beta)

Hope that helps! If you do get it working using that API Request workaround please let us know! 🙂

SamB
Rank
Userlevel 7
Badge +11

Just following up here to share that it’s now possible to convert Saleforce leads to contacts! 😁🎉

A new Convert Lead to Contact action has been added to the latest version of the Salesforce app on Zapier:
2df2c91dcd61232d9b760b7666351f17.png

To take advantage of this new action you’ll need to ensure you’re running the latest version of the Salesforce app in your Zaps. See: Update to the latest app version in Zaps guide for more details.

We hope you’ll be able to try out that Convert Lead to Contact action soon. If you run into any issues when using it please do let us know in the Community or contact our Support team directly and we’ll be happy to assist. 

In the meantime, happy Zapping! ⚡

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