Convert Leads Automatically?

[MissAran]

Hi,
Is it possible to execute the convert the lead functionality without going through the Convert Lead View? If I have a boolean on my lead, I want to convert the lead (automatically) after the lead save if boolean == true and assume I have everything (i.e. field name/values and modules) I want to convert into. Any help or ideas would be amazing.

[Angel]

It is possible to do it via a logic hook, but you would need to define whether or not an account/opportunity gets created and if so, what values should the respective records contain.

[abhax]

Hi,

If converted is coming to True. The Lead is already converted.
And if you wanna convert the lead.
Create an account for it. Just like mentioned above using the Logic Hook.
You have all the details.
Once you add an account
$account->save();
$acc_id = $account->id; //object of accounts

will give you the Id of the last save account.

You will be having the lead_id also

just $lead->retrieve($lead_id); //object of leads
$lead->account_name = <lead value u want>;
$lead->account_id = $acc_id;
$lead->save();

that would pretty much make the lead converted... without going to the convert view


Hope it is helpful !!!