Auto Convert Lead by Trigg Digital

Wanted to Love it!

Does exactly what it's supposed to do, however, you do not have the option of not creating an opportunity. Their ConvertLeadsInvocable apex class is written to create an opportunity, despite leaving "Create Opportuntity" off in their action.

Can I disable converting an opportunity?

I would like to only convert from leads to contacts, not opportunities, any idea on how to do that

great solution where needed!

This app has become very useful for us when working on lead conversions via flows as well as connecting Leads with contacts in the system. It is a bit unfortunate that the option of assigning a record type has been removed, but that is a small price to pay for a great, easy and useful solution!

Simple and Effective App, but support no longer available?

The app is fairly self-explanatory. Install was smooth, and use within Flows is easy enough - the guidance added to each variable makes sense*. I did email Trigg Digital twice to ask about one item of functionality (the conversion apex action does not return the created Opportunity, Contact or Account Ids) and have had not had a reply. Therefore, if you have a requirement to use only App Packages that are actively supported , you might have reason to be wary. *don't pass empty/null ContactId or AccountId variables to the Apex Action in Flow - the code does not handle that and throws an error. Therefore, if you need to handle scenarios where you want to pass a variety of existing Contact and Account Ids, branch your Flow with a Decision element and call the Action with different parameters populated.

Account ID not working

I would like to assign these contacts to existing accounts. In the flow I am saving the account ID I want to use in a variable and then assigning that variable as the Account ID input. When debugging the flow it works but in production I get an error that the ID is not found. Wondering if anyone has encountered this error or if anyone is using this to assign contacts to existing accounts and if so how you are doing that. Thanks!

Used it for about 5 mins and I love it

Awesome little tool that has made my life a lot easier

This opens up so many possibilities for Automation!

Thank you for putting the time and effort into creating this tool! Super easy install, and super powerful. I was playing with writing my own and well, you solution was and is everything I needed. Great Product. Does what it says it's gonna do, and does it well!

Superb App

After trying a lot of options for auto-convert that can be used dynamically (via flow), this has been amazing! Very easy to use and self explanatory as well as powerful, the perfect combination!

Such a handy tool!

I am very excited this tool exists because I was getting stressed out needing to learn apex. Instead, I found this so I don't need to learn to code in apex. Very, very grateful!!!