Add More Control the "Convert Lead" Flow Action

Add More Control the "Convert Lead" Flow Action

Currently the "convert lead" flow action seems to work off the inherent functionality Salesforce offers:
-Create a New Contact
-Create a New Account
-Create a New Opportunity

While I can understand its going to be difficult to "dedupe" in this process, I would like to control whether or not an Opportunity is created upon this action.  What are the scenarios we'd want to see this?

-SFDC Customers that don't use Leads and want everything to automatically become an Account/Contact
-SFDC Customers that use PERSON ACCOUNTS who want to automatically create a person account without an opp (or with an opp, but given the choice)
40 Comments
Anonymous
Not applicable
Hi Chris,

Interesting idea you are having. May I suggest to enhance through options you could manage with lead fields.

For instance, you could create a lead field in SFDC called "Convert without Oppy", type checkbox.

In order to triger the conversion, you would set that field to True with a Marketo "Change data value step" (with choices to handle various cases), just before the "Sync lead to SFDC" step. And your Trigger would only fire if that field = True. So your condition would look like :

if (l.isConverted == false &&  //prevent recursion
            l.Convert_without_Oppy__c == True

My 2 cents,
Greg
Anonymous
Not applicable
Agreed, that puts control back in the hands of the Marketo user.
Anonymous
Not applicable
Any update on this? Anyone know of any other ways to do this easily? I've heard RingLead might be the solution.
Adam
Anonymous
Not applicable
I also vote for this idea. Two critical peices of functionality are:

1) Convert Lead without creating a new Opportunity
2) Select theh Account instead of the name being automatically pulled from the Company Name field. 

Anonymous
Not applicable
Any update on this?
Anonymous
Not applicable
Yes please!
Kami_Dar
Level 1
It would be great to have someone from Marketo give us some feedback on this.  It's been sitting here for a couple of years and has accumulated enough votes to make the top 20 (for what that's worth) along with enthusiastic comments.  

I'm trying to make a decision about looking to custom solutions here or continue to do regular bulk deletes of these automatically-generated opportunities if Marketo has this on their near-term product backlog.

Thanks.
Anonymous
Not applicable

We would also like to see this functionality and an update on this thread - Marketo, hello?? Support

Jessica_Medfort
Level 1

We are also having difficulties with converting to an existing account workflow, however are using MSD.

We also don't want a new opportunity/account to be created for leads belonging to an existing opportunity or account, so have had to set up a custom workflow which we've just discovered breaks the link between the lead record and new contact record on the Marketo side (creating duplicates).

Ideally need Marketo so support conversion to existing accounts, other than using standard out-of-the-box conversion tracking where opportunity is automatically created!

kh-lschutte
Community Manager
Status changed to: Open Ideas