Automation Rule that triggers when a lead is converted.
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We are considering moving to Zoho CRM and are currently testing it to make sure our requirements can be met.
I need a way to track what lead (LEADID) an account (ACCOUNTID) was converted to.
I couldn't see that information anywhere and furthermore I need to be alerted when that lead is converted to an account. I have not been able to figure out is how to trigger automation when a lead is converted to an Account/Contact.
I know that you can make an automation rule that triggers when an Account or a Contact is created but that doesn't seem to allow me to know what the ID of the lead was that they were created from.
Is this possible? Surely, I can't be the only person with this requirement. How are other handling this.
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