Salesmen want leads that are updated to a specifc status - "Closed - sent to distribution" to be automatically converted to a contact. is there an out-of-the-box solution for this? I am thinking that a flow can do this, but wondering if there are other tools better suited.
Thank you
#Flow #Sales Cloud #Service Cloud
Hi @Robert Wolterst!
Yes, you’re right—Flow is the best out-of-the-box solution for this in most cases. Here's a quick breakdown:
Flow Solution (Recommended)
- Record-Triggered Flow on Lead object.
- Trigger when Status = "Closed - Sent to Distribution".
- Use the "Convert Lead" core action or an Apex action (since native lead conversion isn't fully available in Flow UI yet).
- Optionally assign to an Account and Owner during conversion.
Apex Alternative
- If you want more control (like complex matching rules or validation), you can write a simple Apex trigger or invocable Apex that can be called from Flow.
Other Options
- Tools like Process Builder (legacy) or 3rd-party apps exist but are less flexible or future-proof than Flow + Apex combo.
So yes—Flow is the way to go, ideally with a small Apex helper for the conversion action.