Take Action: Convert Leads to Contacts in Salesforce

Context

The Convert Lead to Contact action allows you to convert matched Leads to Contacts in Salesforce directly from Demandbase. This action converts Salesforce Lead records matched to an Account to Contact records attached to that 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/Preparation

Demandbase Salesforce Integration

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. From the Assigned Contact Owner drop-down list, select the Salesforce account owner to associate with the Contacts.
4. From the Converted Status drop-down list, select the status to assign to the converted Contacts.
5. Select the Notifications checkbox to email the Salesforce account owner about converted Contacts.
6. Click Confirm.