Is it possible to trigger the action that occurs in Salesforce Lightning Edition when I click “Convert” on a Lead?
I am trying to build a zap to trigger various updates in Salesforce based on changes to a Google Sheet. Generally I’m able to get things to work the way I want but am stuck on this one thing.
I realize that the logic executed by that “Convert” button is somewhat complex compared to what the Salesforce integration usually does. Would I need to literally copy over all the Lead info to a new Contact and then delete the old Lead, or is there a simpler way to do this?
