Take Action: Convert Leads to Contacts in Salesforce

The Convert Leads to Contacts in Salesforce action allows you to automatically convert Salesforce Lead records into Contact records for the matched Account. See Understanding Lead to Account Matching.

Important: Take Action functionality is limited to a maximum of 100 records at a time. This limit doesn't apply when using Automations within the Orchestration solution. 

Prerequisites

• You must have Admin privileges or be assigned to a permission set that provides access to Take Action.
• Demandbase must be integrated with Salesforce.

Steps

1. Select Leads to convert to Contacts and click Take Action.
2. In the right Take Action menu, select the CRM tab, and click Convert Lead to Contact.
3. In the Convert Lead to Contact panel, complete the following drop-downs:
   • Assigned Contact Owner: Salesforce account owner to associate with the Contacts.
   • Converted Status: Status to assign to the converted Contacts.
   • Notification: Select the check box to email the Salesforce account owner about converted Contacts.
4. Click Confirm.