How to create account and contact after disqualify the lead?

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Hi Experts,

I want to create account and contacts after disqualify the lead. How to do this?

Please give me solution.

Thanks in advance.

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Alex Fun Wei Jie 33,628 on at

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Hi,

Create a workflow and plugin to do that.

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Shahbaaz Ansari 6,211 on at

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Hi Finance Operation,

Create a Async Workflow, that will trigger of on change of Status of Lead.

Check the condition in your workflow, if the status is Disqualify, then create Account and Contact records.

see below screenshot,

If you find it helpful, Please mark my answer as Verified.

Best Regards,

Shahbaaz

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Shidin Haridas 3,499 on at

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+1 for Shahbaaz's reply.

Ensure that you map all the fields properly.

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Community Member on at

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Thanks Shahbaaz

Its working

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Community Member on at

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Hi, I found this very helpful and have created a workflow that adds accounts and contacts when disqualifying the lead for specific status reasons, but I can't figure out how to get them linked to one another. Any suggestions?

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Community Member on at

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I figured it out!

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djdave022002 80 on at

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Please elaborate on how you figured it out ? It helps anyone who lands here in the same boat!

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