Convert Contact to Lead for Zoho CRM

Easily convert your Zoho CRM contacts to leads with a single click of a button.

Built for: CRM Developed by: Magpie Business Technologies
  ( 2 )

In an ideal world, leads are qualified, converted to contacts, and the whole process only moves forward. In reality, mistakes happen, and sometimes leads are converted to contacts before being properly qualified.
In such situations there are two options available in Zoho CRM that require manual work and are prone to human error. You can either create new leads and enter the information for each lead again or export your contacts into a spreadsheet and import only those you filter out as leads back to your Zoho CRM. This extension enables you to complete this process with a simple click of a button.

Key Features:

  • Easily convert your Zoho CRM Contacts back to Leads with a simple click of a button.
  • Works only with standard fields from the Zoho CRM Contacts and Leads modules inside Zoho CRM.
  • Direct links to newly created Zoho CRM leads are available in each contact's notes.
  • It is up to you to delete any Zoho CRM contacts you convert back to leads.

Tags

Deployment type Zoho platform
Published date Jul 24, 2024
Version 1.2
Latest Released date Sep 27, 2024
Category Productivity
Pricing Free
Vendor Website

Compatible Editions

  • Standard
  • Professional
  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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