I like to convert leads to accounts as part of a business process. means once the lead is flagged as relevant the conversion process should be started.
we are running 126.96.36.199
any ideas how to solve this with the process designer?
Hi JensIt's possible if you use extension like Logic Builder You can see an example of resolving similar task by the link WEBINAR: How to Carry Out Omnichannel Campaign Effectively with Minimum Effort - YouTube We demonstrated how to add some logic of automation (including automatic lead' conversion) into business processes that was configured by AW.If you need any help or additional information how to resolve your task please contact me.
Hi Jens Unger
If your instance is SugarCRM Enterprise so you can configure a Process Definition which would create an account and an contact, populate them as per data from a lead and then update the lead as well.
Alternatively you can invoke the end point "POST /Leads/:leadId/convert" which would automatically convert the Lead.
You can invoke this end point from inside either a js controller or a logic hook.
Hi,The approach "configure a Process Definition which would create an account and an contact ..." works well if your leads from new accounts and contacts Otherwise you will generate a lot of duplicated records of accounts and contacts.Alternative approach was proposed by Andre or using Logic Builder guaranty better data quality but a little bit harder. You will be able to add a control of duplicate or finding appropriate account (e.g. based on web domain). If you are familiar with REST you will be able to call HINT in automatic way and analyse returned data.
thanks for the great feedback. I will check both ways.
Retrieving data ...