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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Lead to Contact
Customer experience | Sales, Customer Insights,...
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Lead to Contact

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Posted on by MIC233 15

Hello,

When new people interact (website, events, etc) with the company a lead record is created. However, many of these leads should actually be contacts as their accounts are active clients. Is there a way to update a lead record to a contact record without qualifying them? Qualifying a lead and converting them to a contact would mess up the metrics, which I do not want to do.

Thanks in advance! 

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  • Suggested answer
    Nya Profile Picture
    Nya 29,064 on at

    Hi,

    If you’d like to update a lead record to a contact record and retain the lead, you can create a workflow to achieve it.

    Target the workflow at Lead entity. When a record of lead is created, create a Contact record with the first name, last name and email of the lead.

     pastedimage1620884548053v1.png

    pastedimage1620884556323v2.png

    If you’d like to convert the lead into a contact and delete the lead at the same time, a flow created with Power Automate can be the best choice. The conversion is essentially the same as for workflow, except that the step of deleting the lead record is needed.

     

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

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