Kaizen #137 - Lead Conversion using Zoho CRM APIs
Leads represent potential sales opportunities sourced from various channels like trade shows, seminars, and marketing campaigns. When a Lead shows promise, you can convert them into Accounts, Contacts, and Deals.
Imagine you have a Lead named Pat Boyle with her email address as pat.boyle@zylker.com. You want to convert her into a Contact, but what if a Contact with the same email already exists? Converting the lead would create a duplicate record, making it harder to track your interactions with the lead.
The Lead Conversion Options API acts as your safety net before Lead Conversion. This API assists in identifying matching records from the Accounts, and Contacts module, ensuring data integrity and preventing duplication during the conversion process.
Step 1 : Identify matching records using Lead Conversion Options API
Consider the following lead generated through a marketing campaign for a software company.
Name : Pat Boyle
Company : Zylker Biotech
Phone : 9844444444
Email : pat.boyle@zylker.com
As the sales team progresses with Pat Boyle and decides to convert her into an Account or a Contact, they must be cautious about potential duplicates in their CRM. For instance, if there is already an Account named Zylker Biotech or a Contact named Pat Boyle, converting the lead to create a new Contact could create duplicate records. The Lead Conversion Options API response provides details of potential matches, including existing Accounts or Contacts, along with matching field details.
Matching Criteria:
The matching process relies on unique fields in the Contacts and Accounts modules. In cases where there are no unique fields in these modules, or when there are no matches found based on the unique fields, the matching is performed based on the Email field in the Contacts module, the Account_Name field in the Accounts module with the Company field of the fields module, or the Lead name with the Contact name.
Here is the order of preference for finding the matching records:
In the presence of unique fields in Contacts and/or Accounts module:
- Contacts module : Unique Field 1 > Unique Field 2 > Email
- Accounts module : Unique Field 1 > Unique Field 2 > Account name
In the absence of unique fields:
- Lead Email checked against the Email fields in the Contacts module.
- Lead Company checked against the account names (Account_Name) in the Accounts module.
- The lead's name checked against the Contacts' names in the Contacts module.
In our scenario, let us assume that the Phone in Contacts module is a unique field.
Request method : GET
Sample Response :
{ "__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" } ] } } |
The preference_field_matched_value object in the response contains the details such as the field and the value of the Contact and Account that matches with the lead. The Contacts and Accounts JSON objects contain the details of the matching records. As per the response, there are two Contacts and one Account with similar details to our Lead.
- A Contact (Pat Boyle) has the same Phone 9844444444 (matching field) as the Lead
- A Contact (Boyle) with the same Email pat.boyle@zylker.com (matching field) as the Lead
- An Account with the same Account_Name Zylker Biotech as the Company of the Lead.
Step 2 : Perform Lead Conversion using Convert Lead API
You can convert a Lead into a Contact, Account, and a Deal using this API. From the Lead conversion options API, we have the matching Contacts and Accounts for the specific deal. Based on the Lead Conversion Options API's response, you can choose to create a new record in the Contacts or Accounts module, or move the Lead record to existing matching records in these modules during Lead Conversion.
During Lead conversion, the Lead's field values are mapped to the corresponding Accounts, Contacts, and Deals records. By default, Zoho CRM automatically maps standard Lead fields to their corresponding fields in Accounts, Contacts, and Deals. The lead mapping tool allows for customization, enabling you to map any additional fields specific to your sales process.
Request method: POST
Input JSON keys:
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. |
Case I : Convert Lead to merge with existing records:
In this case, you can merge the lead record with existing records in the Accounts and/or Contacts module to avoid duplication. You can also create a Deal record providing the necessary details like Deal_Name, Closing_Date, Pipeline, and Stage.
Sample Input:
{ "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)" } } ] } |
Sample Response:
{ "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" } ] } |
Points to Note:
- If the record data doesn't match perfectly with the Lead data, an INVALID_DATA error will be thrown. For example,If you try to merge the Lead with a Contact or Account not found in the Lead Conversion Options API response, you will encounter this error if the data doesn't match.
- During lead conversion, you can transfer the lead to a contact, an account, or both. If you transfer to a contact that is already linked to an account, the lead will automatically be converted and associated with that account as well.
- To successfully merge a Lead record with an existing Contact and Account record, the Contact should be associated with the specified Account. If not, you will get an INVALID_DATA error.
- If the Lead record's Company field is empty, and no account is specified in the JSON input, an account will not be automatically created. However, even if you omit the account in the input JSON, a new account will be created if there is Company name associated with the Lead.
- Unless specified, a deal record will not be created.
Case II : Convert Lead and create new records:
If the Accounts and Contacts records are not specified during the Lead conversion, new Contact and Account records will be created from the converted Lead, mapping the field values according to the field mapping.
Points to Note :
- If there already exists a record in the Accounts or Contacts module with the same value for a unique field as the lead being converted, a DUPLICATE_DATA error will be thrown, with details about the existing record found in the Accounts or Contacts module.
- Unless specified, a deal record will not be created.
Sample Input:
{ "data": [ { "overwrite": true, "notify_lead_owner": true, "notify_new_entity_owner": true } ] } |
Sample Response:
{ "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" } ] } |
Important Points :
- If the Contacts module is removed from organize modules, lead conversion is not allowed. In such cases, the Lead Conversion Options API will return a 204 response.
- If the Accounts module is removed from organize modules, the Lead Conversion Options API will not consider Accounts for matching. Only Contacts-related matching options will be listed.
- If the Company field is removed from the Leads module, Account-related matching will be skipped, and only contact-related options will be listed.
- You cannot convert Leads that are locked or have not been approved yet.
- Associating Leads with locked Contacts or Accounts is not possible.
- If the Lead you are trying to convert has already been converted, the ID_ALREADY_CONVERTED error will be thrown.
- To convert leads in bulk, use the Mass Convert Lead API, using which you can convert up to 50 leads in a single API call. The Mass Convert Lead API schedules a conversion job for the specified leads. You can then retrieve the details of the conversion job using the Mass Convert Lead Status API.
We hope that you found this post on Lead Conversion useful. If you have any queries or need further assistance, please feel free to comment below or email us at support@zohocrm.com. We are here to help!
Recommended Reads:
- Get Lead conversion options API
- Convert Lead API
- Mass convert Lead API
- Get status of mass Lead Conversion
- Convert Leads
- FAQs on Lead Management
- Lead Conversion - Field Mapping
- Tips on Lead Conversion Mapping
Previous Post : Zoho CRM Widgets using ReactJS | Kaizen Collection : Home
Join us for our upcoming Zoho CRM Developer Series: Zoho CRM APIs, where you can explore more about Zoho CRM APIs. Register Now!
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Anu Abraham
Vigneshwaran K
Sticky Posts
Kaizen #217 - Actions APIs : Tasks
Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.Kaizen #216 - Actions APIs : Email Notifications
Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes areKaizen #152 - Client Script Support for the new Canvas Record Forms
Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achievedKaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script
Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI
Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Enhanced Recording Permission Controls for Zoho Cliq Meetings (Similar to Zoom)
Hello Zoho Cliq Team, We hope you are doing well. We would like to request an enhancement to the recording permission functionality in Zoho Cliq Meetings. Current Limitation: in Zoho Cliq Only hosts and co-hosts can record a meeting. Participants cannotPhone Connection
When on a call the person on the other end complains that there is static, I am cutting in and out or they can't hear me all. This happens on the cell connection as well.Can't add a sender adress from zoho campaigns
hi, I need to change the sender address for a campaign. When i try to add it i get a message to say 'duplicated email address found while adding your sender address'. This is the first campaign i'm sending so I don't understand why this message is displayed? Thanks JaneAllow customers to choose meeting venue and meeting duration on booking page
My business primarily involves one-to-one meetings with my clients. Given the hybrid-work world we now find ourselves in, these meetings can take several forms (which I think of as the meeting "venue"): In-person Zoom Phone call I currently handle theseAdmin asked me for Backend Details when I wanted to verify my ZeptoMail Account
Please provide the backend details where you will be adding the SMTP/API information of ZeptoMail Who knows what this means?This domain is not allowed to add. Please contact support-as@zohocorp.com for further details
I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is theThis user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details
Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved. Thank youExport History timeline
Hi, I have an idea, bout zoho desk history of the ticket it would be great if the agent or admin of the zoho desk can export the timeline of the ticket history for agent report or on other matter.Desk fails to create a new ticket on Reply email
When I send a direct email to support@mysite.com, Desk will create a new ticket as expected. When I REPLY to an email sent from support@mysite.com, Desk will NOT generate a new ticket. This is very bad. How can I fix this? Use case: In a separate systemCondition based aggregate fields in subforms
Hello everyone, We're excited to inform you about the latest enhancements made to our aggregate field capabilities in subforms; create aggregate fields based on conditions! An aggregate field is a column on which a mathematical function has been applied.Is there a way to disable the Activity Reminders Pop-Up Window every time I log in?
Just wondering if there is a setting to disable the window from opening every time I open my CRM? Thanks ChrisAsk the Experts 25: Experience the full spectrum of Zoho Desk’s autumn and spring releases for 2025
Hello Everyone, We’re on the 25th episode of our ATE series! It's a true milestone in our live community interactions! It’s been an amazing journey since we started in October 2018. Zoho Desk has come a long way, evolving with the support of a wonderfulPrinting Multi-Page Reports (PDF Export)
Hi, I am moving a report from Google's Looker Studio to Zoho Analytics and trying to reproduce the Looker page by page dashboard editing experience. With Google, what you see is what you get when you print to PDF. But I can't seem to create the same experienceAddin Support in Zoho Sheet
Is there any addin support available in zoho sheet as like google marketplace to enhance productivity by connecting with other apps, providing AI data analysis, streamlining business processes, and more?Mass Update of Lookup Fields not possible
Hello List I've created a custom field for Leads and Contacts 'Current Campaign'. This is very Handy as I can filter leads and then related them to a campaign. Everything ready, but then I realized that mass update doesn't work for lookup fields... aZoho Books | Product updates | November 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From translating email notification templates to the new transaction locking restrictions, explore the updates designed to enhance your bookkeeping experience. Making Tax DigitalFunction #61: Automatically add free item to the invoice based on item quantity
Hello everyone, and welcome back to another Custom Function Friday! During holiday seasons or special promotions, businesses offer deals like BOGO (Buy One, Get One), Buy 3 Get 1 Free, Buy 2 at 50% off, and much more to attract customers. These promotionsNotes for Items for Future Purchase Order
Next time when I order an item, tau have to make some changes in it, that order has to be placed after 4-5 months, I want to save those changes or points somewhere in the item, how will that be possible..Schemes of different tyoe
How can easily apply hourly, day wise or month wise schemes on Bill, Quantity, and other schemes. Like I want to apply a scheme Form today to next 7 days .where i can mention in zoho books so scheme will implement automatically to all customers andAlphabetically
How can i arrange alphabetically - (Manage Manufacturer) Field in Item MasterZohomail
Im trying to setup email address zohoClients not receiving emails
I've been informed that my emails are not being received. Is there anything that I should look into to rectify this? Many thanks!Double opt-in notifications and customizable confirmation messages for your webforms
Dear CRM Community, We are excited to announce a major upgrade to our Webforms feature. You can now customize the confirmation message shown to your users who double opt-in from your webform and also customize your confirmation emails when they submitEnterprise subscription support
My organization sells subscription services to enterprise customers, which is a different model from the consumer subscription model that Zoho Billing has been designed to support and I beleve this capability should be added. An enterprise subscriptionFree Plan mail accounts details
In the zoho mail pricing there's a free plan that includes: FREE PLAN Up to 25 Users 5GB* /User, 25MB Attachment Limit Webmail access only. Single domain hosting. I need to make sure that I'm able to create multiple email accounts in the form of: name@domain.comZOHO Mail App Not working
There seems to be an issue with Zoho Mail App today. It is not connecting to server, internet is working fine, tried uninstalling app and reinstalling, loading circle keeps spinning round. Is there an update on the way?No more IMAP/POP/SMTP on free plans even on referrals with NO NOTICE
Outraged. Just referred a colleague to use her domain (not posting it publicly here) to Zoho, just as I have other colleagues, clients, friends. Expected the exact same free plan features as I have and as everyone else I ever referred got. I was helpingUnable to receive email - "5.3.0 - Other mail system problem 554-'5.2.3 MailPolicy violation Error delivering to mailboxes'"
My users are unable to receive emails from one particular domain, apparently. The domain known to be kicked back is whitelisted in the spam control. I sent an email to support earlier this morning but I have not received a reply. The error in the titleCaixa de saída bloqueada. Como desbloquear?
Olá, meu e-mail isabela.celli@sivirino.com está com a caixa de saída bloqueada. Não consigo enviar e-mails. Acredito que tenha sido porque mandei o mesmo e-mail para várias pessoas, pedindo uma cotação de serviço. Vocês podem desbloquear para mim? QuantosZoho Forms - Improve the CRM integration field to query data from more than one module
Hi Forms team, Something I get stuck on regularly is pre-populating a form with data when that data is spread across 2 or 3 modules. For example Contacts, Accounts and Deals. I don't want to duplicate the information in CRM so I end up writing a functiondesbloquear cuenta
Buenos dias Cordial saludo Tengo una cuenta libre en zoho mail asociado a un dominio, pero uno de los usuarios se bloquea el correo porque dice que ha excedido el límite de correo, por favor podrian desbloquearla y como hago para que esta persona debe enviar sus correos sin ningun probleama. Gracias de antemanoNot Receiving Incoming Mail
I can send emails from my account but I do not receive any. I originally set up forwarding and it worked for a while and then stopped. I turned off forwarding and now do not receive any emails. Could you please check what is causing this issue? Thank youWill zoho thrive be integrated with Zoho Books?
titleBARCODE PICKLIST
Hello! Does anyone know how the Picklist module works? I tried scanning the barcode using the UPC and EAN codes I added to the item, but it doesn’t work. Which barcode format does this module use for scanning?Making preview pane "stick"
Hello, Is it possible to fix/dock the preview pane so that it's always there? The modern monitors are all very wide so there's plenty of space horizontally. Having the preview pane disappearing and appearing again when you click on an email message inReason:554 5.1.8 Email Outgoing Blocked
I have been struggling to set up my email address for some time now; it's difficult to locate what I need. Additionally, I cannot send or receive any emails. I keep receiving the "Reason: 554 5.1.8 Email Outgoing Blocked" error. There doesn't seem toTrouble Connecting Zoho Mail via IMAP in n8n – Need Help
Hi everyone 👋, I'm trying to connect my Zoho Mail account to n8n using the IMAP Email Trigger node, but I'm facing issues getting it to work fully. ✅ Here's what I’ve done so far: ✅ IMAP access is enabled in my Zoho Mail settings ✅ I’m using the correctUnable to send message; Reason:554 5.1.8 Email Outgoing Blocked
Hi, I sent few emails and got this: Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked And now I have few days since I cant send any email. Is there something wrong I did? Also can someone fix this pleaseChanges to the send mail Deluge task in Zoho CRM
Hello everyone, At Zoho, we continuously enhance our security measures to ensure a safer experience for all users. As part of our ongoing security enhancements, we're making an important update on using the send mail Deluge task in Zoho CRM. What's changing?Page Rules in Forms
🚀 Dynamic Page Navigation Implementation I successfully implemented dynamic page navigation based on a user's radio button selection. The goal was to direct users to a specific, corresponding page while ensuring they only interact with the flow determinedNext Page