Salesforce Convert Lead to Contact

Last updated Feb 21 2018

How to convert a lead to a contact

In certain circumstances you need to convert a lead to a contact, create a new account and opportunity.

You can do so by using the Convert Lead object when pushing data to Salesforce:


Convert Lead Object


Now all you have to do is map the fields, the most important one is the lead id which is the lead to convert:


Convert Lead Map Fields


We have specified to set the lead status to "Closed - Converted", we are creating a new contact and account but not creating a new opportunity in this example.

If you map the account id to an existing account then the new contact will belong to that existing account and a new account will not be created.

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