Purpose
You can use this method to convert lead to potential, account and contact.
For lead conversion process, see Convert Leads to Other Sales Records in User Manual.
Request URL
XML Format:
http://crm.zoho.com/crm/private/xml/Leads/convertLead?newFormat=1&apikey=API key&ticket=Ticket&leadId=entityId&xmlData=POTENTIALXMLDATA
Request Parameters
| Parameter | Data Type | Description |
| ticket* | String | - |
| apikey* | String | - |
| leadId* | String | Specify unique ID of the lead
|
xmlData
| XML
| Specify fields and corresponding values
|
newFormat*
| Integer
| newFormat=1: To exclude fields with "null" values while inserting data from your CRM account.
newFormat=2: To include fields with "null" values while inserting data from your CRM account. |
* - Mandatory parameter
Sample XML
<Potentials>
<row no="1">
<option val="createPotential">true</option>
<option val="assignTo">sample@zoho.com</option>
<option val="notifyLeadOwner">true</option>
<option val="notifyNewEntityOwner">true</option>
</row>
<row no="2">
<FL val="Potential Name">Samplepotential</FL>
<FL val="Closing Date">12/21/2009</FL>
<FL val="Potential Stage">Closed Won</FL>
<FL val="Contact Role">Purchasing</FL>
<FL val="Amount">3432.23</FL>
<FL val="Probability">100</FL>
</row>
</Potentials> |
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