Tableau Connector for Zoho CRM

Build 25.0.9434

ConvertLead

Converts a lead record into associated contact, account, and deal records in a single operation.

Input

Name Type Description
LeadId String Unique identifier of the lead record to be converted.
Overwrite String Indicates whether the conversion process overwrites existing records.

The default value is true.

NotifyLeaderOwner String Specifies whether to notify the original lead owner after conversion.

The default value is false.

NotifyNewEntityOwner String Specifies whether to notify the owner of the newly created record after conversion.

The default value is false.

AccountId String Identifier of the existing account to associate with the converted lead.
ContactId String Identifier of the existing contact to associate with the converted lead.
UserId String Identifier of the user to whom the converted lead is assigned.
CampaignSource String Campaign source associated with the lead. This field maps to the campaign on the deal.
DealName String Name to assign to the new deal created from the lead.
ClosingDate String Expected closing date of the deal.
Stage String Identifier of the deal stage to assign after conversion.
Amount String Total monetary value to associate with the new deal.

Result Set Columns

Name Type Description
Contacts String Identifier of the contact created or used during the lead conversion.
Deals String Identifier of the deal created during the lead conversion.
Accounts String Identifier of the account created or used during the lead conversion.

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Build 25.0.9434