Lead Conversion in SF

[michael-siegel]

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!

[lykee11199]

You may refer to the documentation and install the connector that Alexey share, it is great to have the convert leads action using the connector.

Thank you, learnt new things today!

[steven-marissen]

We've had our SF team create a custom rest endpoint in Salesforce specifically for this.

All I have to do is a custom action on the SF connector in Workato and provide the Lead ID and then the built in logic will either:

- convert the lead into opportunity, account, contact if it wasn't converted yet

- return the opportunity, account, contact if it was already converted