Convert Lead
Overview
Converts a lead into an account and contact, as well as (optionally) an opportunity.
Inputs
Lead
The lead record to convert.
| Type | Required |
|---|---|
| Lead Record | true |
Account
Sets the account into which the lead is merged. If not set, a new account will be created.
| Type |
|---|
| Account Record |
Related Person Account
Sets the existing person account into which to convert the lead. This is only used if Person Accounts feature is enabled.
| Type |
|---|
| Person Account Record |
Contact
Sets the contact into which the lead will be merged (this contact must be associated with the account specified with Account). If not set, a new contact will be created.
| Type |
|---|
| Contact Record |
Opportunity
Sets the opportunity into which the lead will be merged. If not set, a new opportunity will be created unless Do No Create Opportunity input is set.
| Type |
|---|
| Opportunity Record |
Opportunity Name
Sets the name of the opportunity to create. If no name is specified, this value defaults to the company name of the lead.
| Type |
|---|
| Text |
Do Not Create Opportunity
Specifies whether to create an opportunity during lead conversion. The default value is false: opportunities are created by default. Set this flag to true only if you do not want to create an opportunity from the lead.
| Type |
|---|
| Boolean |
Converted Status
Sets the lead status value for a converted lead. If not defined, the default converted lead status is used.
| Type |
|---|
| Text |
Overwrite Lead Source
Specifies whether to overwrite the LeadSource field on the target contact object with the contents of the LeadSource field in the source lead object. The default value is false, to not overwrite the field. If you specify this as true, you must also specify the Contact input.
| Type |
|---|
| Boolean |
Owner
Specifies the User record of the person to own any newly created account, contact, and opportunity. If not set, the owner of the new object will be the owner of the lead.
| Type |
|---|
| User Record |
Send Notification Email
Specifies whether to send a notification email to the owner specified by the Owner input. The default value is false, that is, to not send email.
| Type |
|---|
| Boolean |
Outputs
Account
The new account created or the existing account used during the Lead convert.
| Type | Variable Name |
|---|---|
| Account Record | account |
Contact
The new contact created or the existing contact used during the Lead convert.
| Type | Variable Name |
|---|---|
| Contact Record | contact |
Opportunity
The new opportunity created or the existing opportunity used during the Lead convert.
| Type | Variable Name |
|---|---|
| Opportunity Record | opportunity |
Converted Lead
The lead record that was converted.
| Type | Variable Name |
|---|---|
| Lead Record | convertedLead |