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. Dec 27, 2019 at 19:31

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.