Check if an email address is a lead in Salesforce and convert it to a contact

Last updated May 03 2018

Online forms for salesforce are a great way to collect leads and update your Salesforce data. However, when updating it is important to make sure you don't create any
duplications. So in this video we will show you how to check if an email address entered is already a lead in Salesforce.

We will also show you how to display a custom Salesforce action button when it is indeed found to be a lead.
and this button will allow your fillers to convert the lead to a contact.

Read more about converting a lead in to a contact in Salesforce

 

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