09-13-2022 04:02 AM
Hi Automation Pro friends-
Has anyone ever successfully used Workato’s Salesforce connector to convert leads to contacts? If so could you share how?
Thanks!
09-13-2022 06:27 AM
What you need is converting existing leads to contact? Or new leads will creating new contact? Can you describe the problem you are facing when working on it?
09-13-2022 08:10 AM
There is a community connector which does exactly this https://app.workato.com/custom_adapters/10920/details?community=true
09-13-2022 10:21 AM
Oh thank you so much! I hadn’t checked there yet. I’ll take a look today.
09-13-2022 10:20 AM
Thanks for your response.
Yes exactly. I need to convert an existing lead to a contact when a purchase is made in another application.
The problem I’m facing is simply that I don’t see a way of doing that through the SF API. I could get my lead and use all the fields to create a contact and then delete the lead, but I would assume there is a more elegant way. In the SF UI I believe you can just convert them so I would assume this is available via API.
Thanks again for any help!