Auto-Conversion Rules

Each rule has a number of configuration options which help to define which records will be affected by the rule, and what happens to those records.


Name - The name of the rule is used to identify it in the running order on the Auto-Conversion settings page. Names must be unique across all Auto-Conversion rules.

Match - This field allows you to specify that the Lead must have a specific matched record type from Lead Matching. The options are:

  • Any - The filter does not check for any specific lead matching. Leads that do not get processed by lead matching will pass this filter.
  • No Match - The filter checks that the record either did not match any other records or did not get processed by lead matching.
  • Account & Contact Match - The filter checks that both an Account and a Contact were matched by lead matching. Any other matching will not pass this filter.
  • Account Only Match - The filter checks that only an Account  was matched by the lead matching. Any other matching will not pass this filter.
  • Lead Only Match -The filter checks that only a Lead was matched by the lead matching. Any other matching will not pass this filter. Note: This match type can only de-duplicate and cannot auto-convert.

Filters - Define up to five filters that the rule will use to determine eligibility. These filters check values on the incoming Lead, and if the checks all pass then, in conjunction with the Match field, the record will be considered eligible for processing by that rule.


Auto-Convert Action - This field defines the action that will be performed on any record that meets the criteria of the rule. The actions that are available will depend on the match selection above.

  • Do Not Convert - The record will not be converted or de-duplicated.
  • Auto-Convert - The record will go through the conversion process. The Lead will be converted into an Account, Contact and/or Opportunity depending on the match type and configuration. For more information on conversion, click here.
    • If no Account or Contact is matched to the lead, these will be created.
    • If an Account is matched, the lead will be converted into the matched account. A new contact will be created.
    • If an Account and Contact are matched, the Lead will be converted into the matched account and contact.
    • Opportunity creation is always optional. Details about how to configure this are below.
    • Auto-conversion cannot be selected if Lead Only Match is selected.
  • De-Duplicate - If Lead Only Match is selected, then the incoming Lead can go through the de-duplication process. For more information on de-duplication, click here.

As rules are run in order, if you wish to de-duplicate leads, it is advised that you prioritise them above any catch-all rules.


Create Opportunity - This field allows you to determine whether an Opportunity will be created. If this is enabled, you can select whether to always create an Opportunity, or only where no open Opportunities exist under the Account.

Default User - All newly created records must be assigned to a user. The defined default user will be assigned any records created during conversion. Additionally, conversion provides the option to inherit the owner of any matched Accounts or Contacts to any newly created records. This may not always be possible, so a default user must be provided even when this is enabled.

Post Conversion Field Update - Optionally, you are able to update a single field for each of: Account, Contact and Opportunity (If created during conversion) once conversion has occurred. This could be used to signify that the process has been completed or to trigger further processes, like assignment by status.

Update all conversion objects - If ticked, the update will be performed on all objects as part of the auto-conversion, whether new or created. If unchecked, only newly created objects will be updated.

Converted Lead Status - The status that the Lead should be set to once conversion has been completed.



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Configuring Auto-Conversion