Convert Lead (Zoho CRM) activity

An activity that changes a lead to an account, contact, or opportunity.

Configure the Convert Lead activity

To configure the Convert Lead activity, do the procedure in this topic.

Good to Know

To send an e-mail notification, click Advanced > E-mail Notifications .
For more information, refer to Configure E-mail Notifications for Any Activity.
In most text fields, you can use process data variables as an alternative to literal data values.
You can configure whether this activity waits for other activities before it runs.
For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?
Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

How to Start

On the Application Explorer screen, do one of these:
- Open a Process.
- Create a Process.
Do one of these:
- Add an activity:
  1. In the Process Builder, in the Activity Library, open the Zoho CRM tab.
  2. On the Zoho CRM tab, drag the Convert Lead activity onto your process.
- Change an activity:
  1. In your process, double-click your activity.

General Configuration

Specifies the basic settings for the Convert Lead activity.

Fields

Field Name	Definition
Display Name	Function: Specifies the activity name that shows in your process. Accepted Values: One line of text that can have spaces. Default Value: None Accepts Process Data Variables: No Example: This is a common configuration field that is used in many examples. Refer to: Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.
Description	Function: Specifies an optional text description for your activity. Accepted Values: More than one line of text. Default Value: None Accepts Process Data Variables: No

Field Name

Definition

Display Name

Function:

Specifies the activity name that shows in your process.

Accepted Values:

One line of text that can have spaces.

Default Value:

None

Accepts Process Data Variables:

Example:

This is a common configuration field that is used in many examples. Refer to:

Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Description

Function:: Specifies an optional text description for your activity.
Accepted Values:: More than one line of text.
Default Value:: None
Accepts Process Data Variables:: No

Convert Lead Configuration

Configures how to change a lead to an account, contact, or potential.

Fields

Field Name	Definition
Zoho	Function: Specifies the access token that connects to your Zoho CRM application. Accepted Values: A list of access tokens configured for your environment. Default Value: None
Add Token	Opens this Screen: Access Token for Zoho CRM Function of this Screen: Configure an access token to connect to Zoho CRM.
Entity Name	Function: Specifies the name for your entity. Accepted Values: Read only. Default Value: Leads Accepts Process Data Variables: No
Entity ID	Function: Specifies the Zoho CRM entity ID. Accepted Values: A valid Zoho CRM entity ID. Default Value: None Accepts Process Data Variables: Yes Limitations: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?
Create Opportunity	Function: Specifies to create a potential for your lead. Accepted Values: Selected - Creates a potential for your lead. Deselected - Creates an account and contact for your lead. Default Value: Deselected Accepts Process Data Variables: No
Request Mapping	Function: Connects the Zoho CRM API request parameter to your schema. This is mandatory only if the request passes data from the process schema to parameters in the Zoho CRM API. To Open this Field: On the Create Entity Configuration screen, click the Request tab. Accepted Values: Click the Schema Mapping button to open the Schema Mapper. Use this screen to connect the request to the data model for your process. Default Value: None Limitations: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?
Map Response	Function: Specifies the connection from the Zoho CRM API response parameter to your schema. To Open this Field: On the Create Entity Configuration screen, click the Response tab. Accepted Values: Click the Schema Mapping button to open the Schema Mapper. Use this screen to connect the response to the data model for your process. Limitations: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?