Sales Integrations

mrspabs
トップ投稿者 | Elite Partner
トップ投稿者 | Elite Partner

How to identify a lead that has "converted" in salesforce

I'm trying to identify leads that have converted to contacts in salesforce.

 

In salesforce, you can filter for leads that have converted but I can't locate a field that I can sync to Hubspot with this status.

 

I can't use the contact ID because I want contacts that started out as leads and converted. If they started out as contacts, they are no good to me. 

0 いいね!
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Nandha18
参加者 | Elite Partner
参加者 | Elite Partner

How to identify a lead that has "converted" in salesforce

Hi @mrspabs 

To identify those contacts first find, if Salesforce Lead ID is known & Salesforce Contact ID is known, those contacts are coverted from leads to contacts, similarly if lead ID is unknown, those contacts are created directly.

Filter out the contacts based on these criteria to get the results you require.

I hope this method works!

0 いいね!