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ActionSalesforceUpdated June 2026

How do I convert a Salesforce Lead to Account/Contact/Opportunity?

Short answer: You can convert lead in Salesforce by hand from its own interface, but it won’t repeat itself. On TinyCommand, add the Salesforce Convert Lead action to a workflow, map its 4 inputs from any upstream app, and it runs automatically every time the trigger fires. No code, and a free tier to start.

Convert Lead in Salesforce — start free All 13 Salesforce actions
Convert Lead in Salesforce — start free
Inputs

The fields this action accepts.

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

FieldTypeRequiredDescription
Lead ID
leadId
stringRequired–
Converted Status
convertedStatus
stringRequired–
Skip Opportunity Creation
doNotCreateOpportunity
optionsOptional–
Opportunity Name (if creating)
opportunityName
stringOptional–
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.

Triggered by

Apps that pair well as the trigger for Convert Lead.

Any of these apps can fire this action as part of a workflow.

Gmail → Salesforce
1 Gmail triggers
Slack → Salesforce
13 Slack triggers
Google Sheets → Salesforce
2 Google Sheets triggers
HubSpot → Salesforce
18 HubSpot triggers
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. TinyCommand handles Salesforce's rate limits automatically so you don't have to throttle manually.
More actions

Other Salesforce actions.

Action
Create Account
Creates a new Account (company) record in Salesforce with name, website, industry, owner, and any custom fields. Used to mirror your CRM's source-of-truth accounts into SFDC.
Action
Create Contact
Creates a new Contact record in Salesforce with name, email, phone, account, owner, and any custom fields. The default write action for piping inbound leads into SFDC.
Action
Create Note
Creates a Note linked to a parent Salesforce record (Account, Contact, Lead, Opportunity, etc.) with title and body. Used for AI summary notes or pulling context from external systems.
Action
Find Contact by Email
Convenience search that finds a Salesforce Contact by exact email match. The standard upsert lookup before deciding to create or update.
Action
Get Account
Retrieves a Salesforce Account by ID with all of its standard and custom fields. The standard read after a trigger fires with an account ID.
Action
Get Contact
Retrieves a Salesforce Contact record by ID with all of its standard and custom fields. Used to enrich a trigger payload or render contact UI.
Convert Lead in Salesforce — start free