Convert Lead to Contact through Workflow

đź’¬ General Discussion
1

Hii,
Can anyone help with a workflow process…I want to Convert Lead to Contact through Workflow…

2

Hi,

I don’t think that is possible to convert the lead. But what you could do is this.

  • Add the condition which you want to convert a lead.
  • add an action which sets the lead status = converted
  • add other actions which creates contacts/opportunities/etc
  • when creating the records… make sure you are using fields pulled from the lead.
2 Likes
3

Thank you So much…