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Converting a Lead v2 to Individual (a few detailed questions)
last month by Joseph Burgess
Greetings Everyone,
I have Lead v2 objects that we need to convert to and individual using the API. Below are the specific requirements for us.
- Need to create an Individual.
- We do not desire to create a "Contact" or "Opportunity".
- Normal processing assigns the "Lead Owner" as the "Account Manager"; however, for the created individual we need the "Account Manager" to be blank, as we assign this differently later (i.e., still retaining the "Lead Owner" within the Lead).
- Assume any Lead UDFs are sent over to the Individual according to Lead conversion settings.
- We have a "valid" and "defined" web hook that fires when the Lead is converted through the GUI; when converting through the API is this web hook still fired (assume not)?
Could you supply an example API call for the requirements above (1 - 3)? And advise. The "payload" sample has values for the Lead and Individual and a "Rules" object that do not seem to apply in our case when converting an "existing" Lead.
As always, thanks,
Joe
