Bulk Convert Leads to Contacts

Collapse
X
 
  • Time
  • Show
Clear All
new posts
  • GrokWhy
    Member
    • Apr 2021
    • 44

    Bulk Convert Leads to Contacts

    Is anyone aware of a method to convert Leads to Contacts in bulk?

    We're using this to manage volunteers.

    If not, do you think the Advance Pack add-on could do it?

    Thanks,
    Russ


  • esforim
    Active Community Member
    • Jan 2020
    • 2206

    #2
    I initially though that you can just "mass update" it but it look like that not possible, currently it look like only individual click.

    I don't use Advanced Pack so not sure but considering the powerful that Advanced Pack is, I think it is possible.

    Comment

    • tim
      Junior Member
      • Aug 2024
      • 21

      #3
      We have just published an extension which is doing exactly that https://github.com/hidden-hint/ext-mass-convert

      Comment


      • esforim
        esforim commented
        Editing a comment
        Thank you! I won't have a need for this but added this to the unofficial wiki: https://github.com/o-data/EspoCRM-Le...nd-Design/wiki

      • shalmaxb
        shalmaxb commented
        Editing a comment
        Hi, I tried the extension and got it to work for normal fields, but not for links.
        I have leads with account information, which in the leads are plain textfields (as the leads may come from a web-form). The single, built-in conversion creates an account link in contacts from this field and in accounts it creates a contact link from the name field in leads. So, when converting a lead to both contact and account, they are correctly linked in the contact and account entity.
        This I did not get to work with the extension.
    • dreginald
      Senior Member
      • Sep 2018
      • 103

      #4
      You require an Advanced Pack. Write a workflow to convert to Contact on Mass Update of Ticking a Boolean Field

      Comment

      Working...