Is it possible to convert leads into personal ccounts?

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    Robi Ninteman 
    Asked on October 21, 2019 at 03:35 AM

    We are trying to automatically create leads with the Jotform integration. We have managed to create the leads, but when we convert the leads, we can't convert the leads into a personaccount. It is only possible to convert the leads into a b2b account. 

    The article 'Flexible Data Integration With Salesforce'  says to use "Contact" for people and "Lead" for companies. In Salesforce we also use "Lead" for people. Is it possible to convert leads into personaccounts?

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    Kiran
    Answered on October 21, 2019 at 03:56 AM

    Please note that based on your requirement, you may create a lead or account using the integration. Once the submission is sent as a lead to Salesforce, you may convert it to an account from the Salesforce itself. Unfortunately, it is not possible to convert the lead submission to an account within the JotForm. 

    Thanks!


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    Robi Ninteman  
    Answered on October 21, 2019 at 04:54 AM

    Hi Kiran,


    Thank you for your quick reply. Is it possible to create a lead which is convertable to a personaccount? Maybe we can create an other type of lead? 

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    Jed_C
    Answered on October 21, 2019 at 05:45 AM

    Is it possible to create a lead which is convertible to a person account? — In jotform, no, it's possible. The lead you've created in Salesforce can be converted from Salesforce only not within Jotform. Check the lead conversion guide here https://help.salesforce.com/articleView?id=leads_convert_parent.htm&type=5 

    Let us know if you have any questions or if you need further assistance. 

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    Robi Ninteman 
    Answered on October 21, 2019 at 06:50 AM
    Is it possible to edit the record type? For example, you see this screenshot with record type ‘’b2b’’. We would like this to be a ‘’personaccount’’.
    [cid:image001.png@01D58806.820F74D0]
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    Onderwerp: Re: Is it possible to convert leads into personal ccounts?
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    Answered by Jed_C
    Is it possible to create a lead which is convertible to a person account? — In jotform, no, it's possible. The lead you've created in Salesforce can be converted from Salesforce only not within Jotform https://help.salesforce.com/articleView?id=leads_convert_parent.htm&type=5
    Let us know if you have any questions or if you need further assistance.
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    AndrewHag
    Answered on October 21, 2019 at 07:36 AM

    You may select the record type after you have chosen the object (Lead/Contact/Account) you want Jotform to create.

    15716577141493643468salesforce_record_ty

    Also, we have not received the screenshot that you shared. Please try uploading the screenshot directly to the forum.

    How-to-Post-Screenshots-to-Our-Support-Forum

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    Robi Ninteman 
    Answered on October 21, 2019 at 07:43 AM

    1571658134example2.jpg


    Your example shows te ''contact'' and not ''lead''? If i choose ''lead'' i will not have te option to chose the record type. 

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    Kiran
    Answered on October 21, 2019 at 08:10 AM

    I am sorry for the confusion. Please note that the current Salesforce integration works only one way. When the Salesforce is integrated to your form, it is required to choose one from the list type i.e., Lead, Contact or Account. Unfortunately, it is not possible to change the list type or record type for the already received submission. If it is required to get the user information as a lead, the data shall be sent to Salesforce as lead only by the integration. The received lead from the Jotform to Salesforce can only be converted to account or changing the record type to B2B can only done from Salesforce. 

    Hope this information helps! If you are referring to something different, please let us know. We will be happy to assist. 

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    Robi Ninteman 
    Answered on October 21, 2019 at 08:26 AM

    When we select the list "Account" a field pops up where we can select the record type "b2b or Personaccount". When we select the list "Lead" the same option is visible, but when we select Personaccount and we save the changes the field to select the record type dissapears. 


    Do you know what the reason is for the field to dissapear?

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    Richie_P
    Answered on October 21, 2019 at 08:37 AM

    To clarify, when you select Personaccount in your lists, the record type disappears?

    If possible, can you please share a screenshot of the issue?

    To post a screenshot,kindly follow this guide:-How-to-add-screenshots-images-to-questions-to-the-support-forum

    Looking forward for your response.

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    ashwin_d
    Answered on October 22, 2019 at 05:05 AM

    Please note that "Record Type" is only available when you "Account" is selected in list. When you switch between list & account and then back to list, it seems to not refresh the options section of integration. 

    Are you first setting up integration as Lead and then you are changing to "Account" which makes the "Record Type" option as visible but changing it back to "Lead"?