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Lead Conversion in SF

michael-siegel
Deputy Chef I
Deputy Chef I

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!

6 REPLIES 6

lykee11199
Deputy Chef I
Deputy Chef I

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?

ab
Deputy Chef I
Deputy Chef I

There is a community connector which does exactly this https://app.workato.com/custom_adapters/10920/details?community=true

Oh thank you so much! I hadn’t checked there yet. I’ll take a look today.

michael-siegel
Deputy Chef I
Deputy Chef I

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!