Converting Leads to only Contacts
Hi,
As someone relatively new to ZohoCRM with around six months of experience, I've been exploring how to seamlessly transfer contact information from our CRM to Campaigns. One key insight I've gathered is that contact details from leads only appear in Campaigns once a lead has been converted to a Contact and Account. Our forms are integrated with Zoho, ensuring that our leads are automatically populated.
In my research, I delved into automation workflows and discovered a method to automatically convert a Lead to a Contact and Account. However, I noticed a gap – there's no direct option to convert a Lead solely to a Contact.
Manually converting a Lead to just a Contact in ZohoCRM by removing the "Company" field results in the Lead being removed entirely. While this workaround achieves the desired outcome, it sacrifices the original Lead entry and proves time-consuming. Preserving the Lead entry is essential as it holds valuable data. Thus, I'm actively seeking a solution to extract only the contact details into the Contacts database while retaining the original Lead entry.
Is there a way to automatically create a Contact with relevant information when a Lead is generated? This would enable us to maintain the Lead entry while synchronizing the Contact with our Campaigns.
I'd greatly appreciate your input.
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