Create Account in Workflow

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  • tothewine
    Active Community Member
    • Jan 2018
    • 414

    #1

    Create Account in Workflow

    How do I automatically create an account and contact with the workflow when the lead status changes to "converted"?
  • emillod
    Active Community Member
    • Apr 2017
    • 1562

    #2
    You can use formula, workflow, a lot of options there. You can simply click on Convert button and it'll allow you to go through process with few clicks.

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    • tothewine
      Active Community Member
      • Jan 2018
      • 414

      #3
      I wanted to do it automatically without using the Convert button

      Comment

      • tothewine
        Active Community Member
        • Jan 2018
        • 414

        #4
        How do I create the workflow?

        Comment

        • victor
          Active Community Member
          • Aug 2022
          • 1116

          #5
          Click image for larger version

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          In Actions > Create Related Record > Contact, add other required fields to copy.

          Click image for larger version

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          • tothewine
            tothewine commented
            Editing a comment
            Thanks victor
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