I need assistance with a certain process I need to automate around Sales Cloud and Lead conversion.

Our current implementation automates the creation (and synchronization) of a Quote right after an Opportunity is created (via Process Builder and triggers).

The Contact field (which is required in the Quote) comes from a mandatory custom lookup field (Contact__c) in the Opportunity object.

We have been unable to do this upon Lead conversion!

Since the conversion creates an Account, a Contact and an Opportunity, we need to get the created Contact and fill it in the Contact__c in the Opportunity (so that the Quote can be created).

We know that this can be built using:

a) Process in the Process Builder (triggered when the new Contact -coming from a conversion- is created) b) Flow (triggered to assign the ContactId value) c) and back to the Process (it creates the Opportunity by assigning Contact__c = (flow).ContactId).

Can you please help me building this? I'm not an expert with Flows even when I know Process Builder.

Thank you all

1 Answer 1


It's actually much easier than you are considering and can be accomplished using only Process Builder.

Just create a PB on Lead with Converted = true criteria and mark the advanced check for "only when specified changes are made". Then you add a modify action on your Converted Opportunity Id, and set the opp's Contact to Converted Contact Id. Voila!

enter image description here

  • 1
    Thanks friend! It worked. Commented Dec 27, 2019 at 19:31

You must log in to answer this question.

Not the answer you're looking for? Browse other questions tagged .