lead/convert

Convert a Lead to an Account, Contact, and optionally an Opportunity in a single operation.

Lead Conversion: Lead conversion creates an Account and Contact from the Lead data. Optionally, it also creates an Opportunity. Provide existing AccountId or ContactId values to merge into existing records and avoid creating duplicates.

When to Use

Convert a qualified MQL to an opportunity automatically after a discovery call is logged.
Trigger automated conversion when a lead score exceeds the MQL threshold.
Convert an inbound lead after the prospect replies to the first email.
Batch-convert trade show leads after the 48-hour follow-up window has passed.

Configuration

Connection

Field	Type	Required	Description
`InstanceUrl`	string	required	Salesforce org URL.
`AccessToken`	string	required	Valid OAuth2 access token. Store in BizFirst Credentials Manager.

Operation Fields

Field	Type	Required	Description
`LeadId`	string	required	18-character Salesforce ID of the lead to convert.
`ConvertedStatus`	string	required	Lead status picklist value to apply on conversion, e.g. `Closed - Converted`. Must be a status with `Converted` = true in org settings.
`AccountId`	string	optional	Existing Salesforce Account ID to merge into. If omitted, a new Account is created from the Lead data.
`ContactId`	string	optional	Existing Salesforce Contact ID to merge into. If omitted, a new Contact is created.
`OpportunityName`	string	optional	Name for the new Opportunity. Required if `DoNotCreateOpportunity` is false or omitted.
`DoNotCreateOpportunity`	bool	optional	Set to `true` to skip Opportunity creation. Defaults to `false`.
`SendNotificationEmail`	bool	optional	Whether to send the standard Salesforce lead conversion email to the owner. Defaults to `false`.

Sample Configuration

{
  "Resource": "lead",
  "Operation": "convert",
  "InstanceUrl": "https://myorg.my.salesforce.com",
  "AccessToken": "{{credentials.salesforce.accessToken}}",
  "LeadId": "{{nodes.GetQualifiedLead.Id}}",
  "ConvertedStatus": "Closed - Converted",
  "OpportunityName": "{{nodes.GetQualifiedLead.Company}} — Enterprise Deal",
  "SendNotificationEmail": false
}

Validation Errors

Error Code	Condition
`CFG_INVALID`	Node settings could not be resolved.
`CFG_MISSING_INSTANCE`	`InstanceUrl` is missing or empty.
`CFG_MISSING_TOKEN`	`AccessToken` is missing or empty.
`VAL_MISSING_FIELD`	`LeadId` or `ConvertedStatus` is missing.
`UNEXPECTED_ERROR`	Unexpected exception during execution.

Output

Success Port

Field	Type	Description
`leadId`	string	The original Lead ID that was converted.
`accountId`	string	Salesforce Account ID — either newly created or the existing one matched.
`contactId`	string	Salesforce Contact ID — either newly created or the existing one matched.
`opportunityId`	string	Salesforce Opportunity ID. Null if `DoNotCreateOpportunity` was `true`.
`converted`	bool	Always `true` on the success port.
`resource`	string	Always `lead`.
`operation`	string	Always `convert`.

Error Port

Field	Type	Description
`errorCode`	string	Machine-readable error code.
`message`	string	Human-readable description of the error.

Sample Output

{
  "leadId": "00Q5g000003aXyzEAE",
  "accountId": "0015g000007HijKAB",
  "contactId": "0035g000006LmnOPQ",
  "opportunityId": "0065g000005RstUVW",
  "converted": true,
  "resource": "lead",
  "operation": "convert"
}

Expression Reference

Expression	Description
`{{nodes.ConvertLead.accountId}}`	The resulting Account ID.
`{{nodes.ConvertLead.contactId}}`	The resulting Contact ID.
`{{nodes.ConvertLead.opportunityId}}`	The resulting Opportunity ID.
`{{nodes.ConvertLead.converted}}`	Conversion success flag.
`{{nodes.ConvertLead.errorCode}}`	Error code from the error port.

Node Policies & GuardRails

Policy	Detail
Duplicate prevention	Always provide `AccountId` and `ContactId` when converting a lead whose company is already in Salesforce to prevent duplicate Account/Contact creation.
ConvertedStatus validity	The `ConvertedStatus` value must exist in the lead status picklist with `Converted = true`. Verify in your org setup before deployment.
Idempotency	A lead can only be converted once. Check `IsConverted` with `lead/get` before calling convert if the workflow may re-trigger.
Error port wiring	Always wire the error port. Conversion failures can occur due to missing required fields on the generated Account or Contact.
Sandbox testing	Test conversion logic in a sandbox, especially when mapping to existing Accounts and Contacts.

Examples

Convert Qualified MQL After Discovery Call

A sales rep logs a call activity. When the call result is "Qualified", the workflow converts the lead and creates an opportunity named after the company.

{
  "LeadId": "{{trigger.leadId}}",
  "ConvertedStatus": "Closed - Converted",
  "OpportunityName": "{{nodes.GetLead.Company}} — New Business",
  "SendNotificationEmail": true
}

Score-Triggered Conversion (No Opportunity)

When lead score exceeds 80, convert to Account + Contact only (no opportunity yet — sales rep will create it manually).

{
  "LeadId": "{{trigger.leadId}}",
  "ConvertedStatus": "Closed - Converted",
  "DoNotCreateOpportunity": true
}

Convert and Merge into Existing Account

A SOQL lookup identifies an existing Account by domain. Convert the lead into that account to avoid duplicates.

{
  "LeadId": "{{trigger.leadId}}",
  "AccountId": "{{nodes.FindAccount.records[0].Id}}",
  "ConvertedStatus": "Closed - Converted",
  "OpportunityName": "{{trigger.companyName}} — Expansion"
}