Announcement

Collapse
No announcement yet.

Link Contact to new Account when converting Lead

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Link Contact to new Account when converting Lead

    Is there a Hook for when you Convert a Lead?

    Instead of duplicating the Contact, I want to use the Convert action to create to link the Contact to the newly created Account. This way I don't duplicate records in my Contacts list.

  • #2
    You can simply use before/after save and add condition, that it should only if contact isNew() and if originalLeadId(field with id of lead) is not empty. Then you can load Lead record, from Lead you can take id of account.

    Comment

    Working...
    X