{ "__conversion_options": { "module_preference": { "api_name": "Contacts", "id": "4876876000000002179" }, "Contacts": [ { "Full_Name": "Boyle", "Email": "pat.boyle@zylker.com", "Phone": null, "Locked__s": false, "Account_Name": null, "$editable": true, "id": "4876876000007437017", "$approval_state": "approved", "Data_Processing_Basis": "null" }, { "Full_Name": "Pat Boyle", "Email": null, "Phone": "9844444444", "Locked__s": false, "Account_Name": { "name": "Zylker Biotech", "Locked__s": false, "id": "4876876000007421010" }, "$editable": true, "id": "4876876000007421001", "$approval_state": "approved", "Data_Processing_Basis": "null" } ], "preference_field_matched_value": { "Contacts": [ { "field": { "api_name": "Phone", "id": "4876876000000002503" }, "matched_lead_value": "9844444444" }, { "field": { "api_name": "Email", "id": "4876876000000002497" }, "matched_lead_value": "pat.boyle@zylker.com" } ], "Accounts": [ { "field": { "api_name": "Account_Name", "id": "4876876000000002425" }, "matched_lead_value": "Zylker Biotech" }, { "field": { "api_name": "Phone", "id": "4876876000000002427" }, "matched_lead_value": "9844444444" } ] }, "Accounts": [ { "Layout": { "name": "Standard", "id": "4876876000000091029" }, "Phone": null, "Account_Type": null, "Locked__s": false, "Website": null, "Account_Name": "Zylker Biotech", "$editable": true, "id": "4876876000007421010", "$approval_state": "approved" } ], "modules_with_multiple_layouts": [ // { "api_name": "Accounts", "id": "4876876000000002177" } ] } } |
Input JSON key | Description |
overwrite Boolean, optional | Represents whether to overwrite the account name in the contact if the account name and company in the lead mismatch. Ignored when the Lead has no value for the Company field. true: Overwrites the Contact's Account name with the Lead's company name. false: Leaves the existing Account name unchanged, potentially causing inconsistencies. Default value : false |
notify_lead_owner Boolean, optional | Specifies whether the lead owner should be notified about the lead conversion via email. Default value : false |
notify_new_entity_owner Boolean, optional | Specifies whether the owner of the newly created Contact or Account receives an email notification Default value : false |
move_attachments_to JSON object, optional | Specify the module (Contacts, Deals, or Accounts) where you want to move the Lead's attachments after conversion. Default value : Contacts |
Accounts JSON object, optional | Specify the account with which the lead being converted should be merged. Pass the valid account ID. |
Contacts JSON object, optional | Specify the contact with which the lead being converted should be merged. Pass the valid contact ID. |
assign_to JSON object, optional | The user to which the converted record should be assigned. Pass the valid user ID. |
Deals JSON object, optional | Create a new Deal associated with the converted Lead. Requires details like Deal_Name, Closing_Date, Pipeline, and Stage. You can also assign a Contact_Role by providing the unique contact role ID. |
carry_over_tags JSON object, optional | Carries over tags of the lead to contact, account, and deal. |
{ "data": [ { "overwrite": true, "notify_lead_owner": true, "notify_new_entity_owner": true, "Accounts": { "id": "4876876000007421010" }, "Contacts": { "id": "4876876000007421001" }, "Deals": { "Deal_Name": "Zylker Deal", "Closing_Date": "2024-10-20", "Stage": "Negotiation/Review", "Amount": 20000000, "Pipeline": "Standard (Standard)" } } ] } |
{ "data": [ { "code": "SUCCESS", "details": { "Contacts": { "name": "Pat Boyle", "id": "4876876000007421001" }, "Deals": { "name": "Zylker Deal", "id": "4876876000007459060" }, "Accounts": { "name": "Zylker Biotech", "id": "4876876000007421010" } }, "message": "The record has been converted successfully", "status": "success" } ] } |
{ "data": [ { "overwrite": true, "notify_lead_owner": true, "notify_new_entity_owner": true } ] } |
{ "data": [ { "code": "SUCCESS", "details": { "Contacts": { "name": "Pat Boyle", "id": "4876876000007482059" }, "Deals": null, "Accounts": { "name": "Zylker Biotech", "id": "4876876000007482056" } }, "message": "The record has been converted successfully", "status": "success" } ] } |
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