Problem
Sales reps often forget or delay converting leads, which clogs the pipeline and results in missed follow-ups.
Solution Overview
This record-triggered flow listens for changes to the Lead Status field. When a lead is marked as "Qualified," it automatically converts it to a Contact and Account, with optional creation of an Opportunity.
How to Deploy
- Deploy the flow.
- Ensure leads are updated with the status "Qualified" through validation or automation.
- Activate the "Auto Convert Leads" flow.