Actions64
- Activity Actions
- Activity Type Actions
- Campaign Actions
- Deal Actions
- Lead Actions
- Lookup Actions
- Membership Actions
- Note Actions
- Organization Actions
- Origin Actions
- Person Actions
- Pipeline Actions
- Tag Actions
Lead → Convert
AI-generatedSummary
Convert a lead into a person, organization, and optionally a deal by choosing whether to create, link, or skip each supported record. The node sends the selected actions and IDs to the lead’s conversion endpoint and returns the API response.
Inputs
- Lead (required) — Select a lead from the list, provide its UUID, or provide a CRM lead URL.
- Person Action (required) — Choose Create, Link Existing, or Skip. If linking, provide the required Person ID.
- Organization Action — Choose Create, Link Existing, or Skip; defaults to Skip. If linking, provide the required Organization ID.
- Deal Action — Choose Create or Skip; defaults to Skip. To create a deal, select its required Deal Pipeline and Deal Stage, then optionally set Deal Value (default 0), Currency (default BRL), and Expected Close Date.
Output shape
A single API response record describing the conversion result.
The operation makes a POST request to the selected lead’s /convert endpoint. Exact response fields depend on the API.
Examples
Example 1: Create a person from the lead and skip organization and deal conversion.
Set Person Action to Create and leave Organization Action and Deal Action at Skip.
Example 2: Link the conversion to an existing person and organization, and create a deal.
Set Person Action and Organization Action to Link Existing and supply their IDs. Set Deal Action to Create and select a deal pipeline and stage.