Ways to Convert Leads

Overview

Cloudingo offers several options for mass converting Leads into Contacts and Accounts. This article will provide an overview of the three available mass convert options and recommended order of filter execution to prevent duplicate records during the conversion process.

Note:

Before running your conversion filters, it is recommended to clean your data by merging any duplicate Leads, Contacts, and Accounts.
Not merging same-object records before converting can lead to issues such as multiple leads matching with a single contact, creating duplicate contacts under the same account, or leads matching with more than one contact or account, resulting in a convert failure message.
Merging duplicate records before converting can help ensure a cleaner and more accurate conversion process.

Convert Options

Option 1: Dedupe Lead to Contact Filters

After running your merge filters, the first conversion filter you should run is the Dedupe Lead to Contact filter.

This filter checks if the Lead already exists as a Contact and will prevent creating a new, duplicate Contact during the conversion process.

This filter is equivalent to Salesforce's 'Attach to existing Account' and 'Attach to existing Contact' options during the conversion process.

Build convert filters and convert rules to identify matches and tell Cloudingo how to convert records.

Option 2: Dedupe Lead to Account Filters

After running the Dedupe Lead to Contact filter, the next conversion filter you should run is the Dedupe Lead to Account filter.

This filter checks if the Lead already has an existing Account (without a matching Contact identified in your Lead to Contact filters already processed) and will prevent creating a duplicate Account during the conversion process.

This filter will create a new Contact record (from the Lead) under the identified Account, but it does not check for existing Contacts during the conversion process.

This filter is equivalent to Salesforce's 'Create a new Contact' and 'Attach to existing Account' options during the conversion process.

Build convert filters and convert rules to identify matches and tell Cloudingo how to convert records.

Option 3: Data Maintenance Mass Convert

The Data Maintenance Mass Convert option should always be run after processing all dedupe convert filters.

This filter may do very basic checks against Account Name only during the conversion process, but the checks are minimal and only prevent duplicate inserts of Accounts during a mass conversion process.

This filter is not designed to find existing matches to convert into, and it will create both a new Contact and a new Account once a Lead has reached a defined threshold.

This filter is equivalent to Salesforce's 'Create a new Contact' and 'Create a new Account' options during the conversion process.

Scheduling Tip:

When scheduling automated convert filters, it's recommended to stagger the run times after the merge filter run times. Lead to Contact filters should be scheduled to run first, followed by Lead to Account filters, and finally, Data Maintenance convert filters (if applicable). This allows time for each filter to complete before the next one starts.