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Flow on contact object is not working on lead conversion
Hi Team,
I have a flow (record-triggered) on contact object. this flow should get executed once contact is created through lead conversion but flow on contact is not working when a contact is created through lead conversion. and that flow works fine if I create a contact through contact tab.
Thanks.
First of all , we need to identify which contact record is conerted from Lead Conversion and which are created directly by usual process.
So to idenifty the contacts created by lead conversion, try below steps :-
1. Create a field called "Converted from lead" on lead and contact.
2. Set it to be true by default on the lead record and not true by default on the contact record, and hide it from the lead layout.
3. Map that field from lead to contact.
4. When converted it will map to the contact automatically and you can run your report.
Now, use the same field in FLOW in the criteria section, and then the flow will run for the contacts created after lead conversion.
Kindly mark it as the best answer, if it helps.
Thank You,
Priya Ranjan