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Thread by Bill (3 replies) | Slack Archive

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Started by Bill • Jul 31, 2025 4:03 PM

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4:03 PM

Jul 31

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Bill4:03 PM

When converting a lead to a deal based on lead status: Qualified (we're using a workflow to create the deal and transfer some lead attributes to the deal) is there a way to natively associate the lead to the deal from with the workflow?

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Mohammad AneesReply 1Jul 31, 2025 9:15 PM

<@U095FBRAY2E> When you say lead, do you mean the lead object or default contact object?

BillReply 2Aug 2, 2025 2:28 AM

Mohammad AneesReply 3Aug 2, 2025 5:45 PM

Okay. No way to associate it natively then. Custom code needed.