You can use this method to convert lead to potential, account and contact. You can also associate the existing contact or account to the converting lead using this method.
For lead conversion process, see Convert Leads to Other Sales Records in User Manual.
XML Format:
https://crm.zoho.com/crm/private/xml/Leads/convertLead?authtoken=Auth Token&scope=crmapi &leadId=entity Id&xmlData=POTENTIALXMLDATA
JSON Format:
https://crm.zoho.com/crm/private/json/Leads/convertLead?authtoken=Auth Token&scope=crmapi &leadId=entity Id&xmlData=POTENTIALXMLDATA
Parameter | Data Type | Description |
authtoken* | String | Encrypted alphanumeric string to authenticate your Zoho credentials. |
scope* | String | Specify the value as crmapi |
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. |
version | Integer | version = 1: (Default value) This will fetch responses based on the earlier API implementation i.e prior to the enhancements made. version = 2: This will fetch responses based on the latest API implementation. |
* - Mandatory parameter
Note:
<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>
Note:
<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>
<FL val="ACCOUNTID">543212345</FL>
<FL val="CONTACTID">1234554321</FL>
<FL val="OVERWRITE">true</FL>
</row>
</Potentials>
Note:
<Potentials>
<row no="1">
<option val="createPotential">false</option>
<option val="assignTo">sample@zoho.com</option>
<option val="notifyLeadOwner">true</option>
<option val="notifyNewEntityOwner">true</option>
</row>
</Potentials>