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Converting SFDC Lead Records to Contacts Using Clay Integration
Regarding the SFDC integration, can you convert a lead record to a contact from Clay?
Based on the available Salesforce actions in Clay, you cannot directly convert a lead to a contact through the Clay integration. The supported Salesforce actions are: • Create Record• Lookup Record• Update Record• Upsert Object• Lookup Records via SOQLYou'll need to perform the lead conversion directly in Salesforce. Sources: Salesforce integration overview | Documentation | Clay University Salesforce x Clay integration | Clay.com