Convert Lead: Salesforce action

Inputs

The fields this action accepts.

Every field can be mapped from an upstream trigger, AI step, table row, or hard-coded literal.

Field	Type	Required	Description
Lead ID leadId	string	Required	—
Converted Status convertedStatus	string	Required	—
Skip Opportunity Creation doNotCreateOpportunity	options	Optional	—
Opportunity Name (if creating) opportunityName	string	Optional	—

Sample request

{
  "leadId": "{{trigger.leadId}}",
  "convertedStatus": "{{trigger.convertedStatus}}",
  "doNotCreateOpportunity": "{{trigger.doNotCreateOpportunity}}",
  "opportunityName": "{{trigger.opportunityName}}"
}

Returns

[
  {
    "isSuccess": true,
    "actionName": "convertLead",
    "outputValues": {
      "leadId": "00Q...",
      "accountId": "001...",
      "contactId": "003...",
      "opportunityId": "006..."
    }
  }
]

Use these fields in downstream nodes for routing, logging, or error handling.

FAQ

Questions about Convert Lead.

What does the Convert Lead action do in Salesforce?

Converts a Salesforce Lead into an Account, Contact, and (optionally) Opportunity, following standard SFDC lead-conversion rules. Used at the SQL/handoff step in your funnel automation.

What inputs does Convert Lead require?

Required: Lead ID, Converted Status. Every input accepts a static value or a variable from any upstream node in your workflow.

Can I use dynamic inputs from earlier workflow nodes?

Yes. Any field on this action can pull values from upstream nodes, whether that's a form response, a trigger payload, an AI output, or a lookup result.

What happens if Salesforce returns an error?

The workflow pauses on the failed node, the error message is captured in the run log, and you can retry the run with one click. Auto-retry policies are configurable per workflow with exponential backoff up to 5 attempts.

Does Convert Lead support batch operations?

Yes. Run Convert Lead inside a Loop node to process arrays. Tiny Command handles Salesforce's rate limits automatically so you don't have to throttle manually.

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