Automatically convert a lead

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  • abidoss
    Senior Member
    • Mar 2023
    • 230

    Automatically convert a lead

    Does anyone know a method to automatically convert a lead, through a workflow, BPM, or formula, based on certain conditions?
  • Vadym
    Super Moderator
    • Jun 2021
    • 346

    #2
    Hi abidoss,

    Please provide more details about your goals to find the best solution for you.

    Comment

    • abidoss
      Senior Member
      • Mar 2023
      • 230

      #3
      I want a prospect to be automatically converted into a contact when I add a prospect with a field x = true, without having to do it manually via the convert button.

      Comment

      • lazovic
        Super Moderator
        • Jan 2022
        • 810

        #4
        Hi abidoss,

        I think that in this case you will have to create a custom service action for Workflow for the Lead target entity based on the conversion functionality.
        You can find more about custom service actions here: https://docs.espocrm.com/development...ervice-actions.

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