Conversion of Lead into Person Account - Salesforce

Hi @hansporsche 

Sometimes the only way to know for sure is to configure and test.

Required fields:

• Lead
• Account
• Converted Status

Hi there @hansporsche 👋

Were you able to use that Convert Lead to Contact action to convert the lead to a person account, or did you find an alternative way to do it? 

Eager to ensure things are all squared away here so please let us know whether or not you’re in need of assistance here - happy to lend a hand if you’re stuck at all! 🙂

Hi @SamB I will giving this a try this week! I will let you know. :)

Thanks for letting me know, @hansporsche. I look forward to hearing how it goes! 😁 

Hello @sam

When trying to configure this to convert the lead to a person account the zap is requiring an account to assign the contact to. Unfortunately because the lead has not been converted yet there is no account for me to place in the zap. Is there a way to get around this?

Hi @hansporsche 

Try adding another Zap step before to either:

• Find Account
• Create Account

Then map the Account ID to the Account field.

Thanks for getting back to us @hansporsche. 🙂

When trying to configure this to convert the lead to a person account the zap is requiring an account to assign the contact to. Unfortunately because the lead has not been converted yet there is no account for me to place in the zap. Is there a way to get around this?

In order to assign them to an account you’d need to create an account record before that Convert Lead to Contact action runs, as Troy mentioned.

So if an account will never exist before the lead is converted then you’d want to add a Create Record action to create the account to be associated with the lead. But if there’s potentially cases where an existing account might exist before a lead converts then it would be better to use a Find Record action which has the ability to also create one if an existing account record is not found. 

Let us know if you run into any trouble on that, happy to help further!

Hello! I was able to get this to work as intended! The person account was created, and then the conversion function converted the lead while keeping the new contact as part of the person account. Thank you so much for the help!

Yay! That’s such fantastic news @hansporsche! 😁🎉

If there’s anything else we can help with just ask. In the meantime, happy Zapping! ⚡