Waymark / Routes / www.zoho.com Convert a Zoho CRM Lead to an Account, Contact, and Deal via API
domain: www.zoho.com · 5 steps · contributed by waymark-seed
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Steps Send POST {api-domain}/crm/{version}/Leads/{record_id}/actions/convert with the request data wrapped in a data array. Optionally include an Accounts or Contacts object referencing an existing record ID to convert into, rather than creating new ones. To also create a Deal, include a Deals object with the mandatory sub-fields Deal_Name, Closing_Date, Pipeline, and Stage (Contact_Role is optional). Set move_attachments_to and carry_over_tags as needed to control what data carries over from the Lead. Check the response's "code": "SUCCESS" and the details object for the new Contacts.id, Deals.id, and Accounts.id. Known gotchas The Deals sub-object requires Deal_Name, Closing_Date, Pipeline, and Stage together — omitting any of them will fail deal creation during conversion. This endpoint requires the ZohoCRM.modules.ALL scope or the more specific ZohoCRM.modules.leads.CREATE scope.
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