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Using Flows to convert Leads to Contacts, and then deleting the converted Lead record! Admin who wants automation.

Using Flows to convert Leads to Contacts, and then deleting the converted Lead record! Admin who wants automation.

technogeek61

Take a look at [https://automationchampion.com/2020/12/01/getting-started-with-process-builder-part-50-auto-convert-leads/](https://automationchampion.com/2020/12/01/getting-started-with-process-builder-part-50-auto-convert-leads/) It does exactly what you are asking for, except for the lead deletion at the end... Why do you want to delete the converted lead?


HarmonicNole

Flow can do this by invoking a fairly simple apex method to convert the lead where you'll specify to not create an opportunity and specify the account you want. You could delete the converted lead record afterwards though I may be missing why that's needed.


ethegoalie

Agree with the other posts about this being doable. The question about deleting the converted leads is what I'm most curious about though. Is the issue that people on your event team still see the leads after conversion? If so, that's a system permission that is generally reserved only for specific roles in my experience. If that's not the reason I'd be curious to hear what the reason is, as I've never heard of a company wanting to delete leads as soon as they're converted.