capabilities.work

Create And Convert Lead

A 5-step recipe with Salesforce Sales Cloud. We can help you get access.

Recipe · 5 steps

Create And Convert Lead

with Salesforce Sales Cloud

Create a Lead, then create the Account/Contact/Opportunity it converts into.

  1. Capture the inbound Lead record.
  2. Create the Account the Lead converts into, named after the Lead company.
  3. Create the converted Contact linked to the new Account.
  4. Open the Opportunity that the converted Lead produces.
  5. Update the Lead Status to a converted value to close the loop.
What you'll need to have ready
  • accessToken: OAuth 2.0 access token used as the Bearer credential.
  • leadLastName: Last name of the Lead (required on Lead).
  • leadFirstName: First name of the Lead.
  • leadCompany: Company on the Lead (required) and used as the Account Name.
  • leadEmail: Email address of the Lead.
  • convertedStatus: A Lead Status value flagged as converted in the org.
  • opportunityCloseDate: Close date for the resulting Opportunity (YYYY-MM-DD).
  • opportunityStage: Stage name for the resulting Opportunity.
For your developer

Arazzo workflow salesforce-sales-cloud:create-and-convert-lead, 5 operations: createSObjectRecord → createSObjectRecord → createSObjectRecord → createSObjectRecord → updateSObjectRecord. Specs on APIs.io.

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