Convert Person convert-person
Overview overview
Use this flow step to convert a person to a contact in Salesforce. You can decide who to assign the contact to, to send a notification to the owner, and to set a converted status.
Usage usage
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Select who you want to assign the resulting contact, account, and opportunity to.
note caution CAUTION Converting a person in Marketo will result in a new account and opportunity in Salesforce. If you don’t want duplicate accounts, use Salesforce to convert. -
Choose if you want a notification sent to the owner or not.
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Select the converted status.
And there you go!