Convert Multiple Leads (Zoho CRM) activity
An activity that that changes the leads to accounts, contacts, or opportunities.
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Configure the Convert Multiple Leads activity
To configure the Convert Multiple Leads activity, do the procedure in this topic.
Good to Know
- To send an email notification, click
Advanced
> Email Notifications
.
For more information, refer to Email Notifications screen (Process Activities).
- 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?
- This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to system activities. For more information, refer to:
How to Start
- Open Process Builder.
For information about how to open this screen, refer to Process Builder.
- In Process Builder, in the Activity Library,
open the Zoho CRM tab.
- On the Zoho CRM
tab,
drag the Convert Multiple Leads
activity onto your process.
General Configuration
Specifies the basic settings for the Convert Multiple Leads activity.
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Good to Know
- Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.
Fields
Field Name | Definition |
---|---|
Display Name |
|
Description |
|
Convert Multiple Leads Configuration
Configures how to change the leads to accounts, contacts, or potentials.
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Fields
Field Name | Definition |
---|---|
Zoho |
|
Create |
|
Entity Name |
|
Record IDs |
|
Create Opportunity |
|
Request Mapping |
|
Map Response |
|