Auto Convert Lead to Contact

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  • GrokWhy
    Member
    • Apr 2021
    • 44

    Auto Convert Lead to Contact

    Hi,

    In my setup, many leads that come in can automatically be converted to contacts.

    Using either a formula or Advanced Pack workflows, I'd like to examine the lead, based on certain conditions, convert the lead to a contact, like the convert button currently works.

    I have some experience working with formulas and workflows, so determining if the lead should be auto-converted isn't the issue.

    The issue is how to initiate the conversion process.

    I believe I could use record\create in a formula and update the values from the lead to the contact, but this seems a bit clunky if a convert function is available.

    Thanks!
    Russ


  • GrokWhy
    Member
    • Apr 2021
    • 44

    #2
    Well, using a formula wasn't as ugly as I thought it was going to be, and functional is beautiful.

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    • belphegor
      Junior Member
      • Jan 2025
      • 1

      #3
      This is an old thread but any chance you could detail what you did for the formula, from one trekkie to another ?
      I'd like to set up a similar trigger that convert a prospect into an opportunity but I'm having a hard time with copying the fields and linking the items post-creation.

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