What is Convert Lead?
Convert Lead is an automation action in Sweep that automatically converts Lead records into Contact, Account, and optionally Opportunity records when your specified conditions are met.
How to Configure It
1. Choose Your Trigger
When creating or editing an automation, select when you want the lead conversion to happen:
On Step Enter - When a lead moves into a specific step
On Field Update - When specific fields change
Date Arrive - At a specific date/time
Time in Step - After a lead has been in a step for X time
2. Set Your Conditions
Define when the conversion should trigger. Common examples:
Lead Status = "Qualified"
Lead Score >= 80
Lead reaches "SQL" step in your funnel
Engagement field changes to "High"
3. Add the Convert Lead Action
In your automation, add the Convert Lead action. You can configure:
To create or use existing Account/Contact
Whether to create an Opportunity
Opportunity details (name, stage, amount, etc.)
Any field mappings you need
How It Works
Step-by-Step Process:
Something triggers your automation (e.g., a lead moves to "Qualified" status)
Sweep evaluates your conditions - Does this lead meet all the criteria?
If YES, Sweep queues the conversion - The action is scheduled to run (this happens almost immediately, but not in the exact same moment)
Lead gets converted - Sweep creates:
A Contact record
An Account record (or links to existing if duplicate found)
An Opportunity record (if you configured it)
Original lead is marked as converted in Salesforce
Timing:
The conversion happens asynchronously, which means:
There's a small delay (usually a few seconds to a minute)
It won't slow down the original action that triggered it
It processes in batches if you're converting many leads at once
Field Mapping:
When you configure a Convert Lead automation in Sweep:
Field mapping happens automatically using your Salesforce Lead Field Mapping configuration
You don't need to manually map standard fields (like Lead.FirstName → Contact.FirstName)
Custom field mappings you've configured in Salesforce will also be respected