Leads converting to Contacts in Journey Builder

How do I handle the use case in a Journey where a lead in Salesforce can convert and become a contact, in which case we still want the customer record (lead or contact) to go through the same seamless experience as part of the journey, but also want to ensure that the communication includes any updated attributes that would now live on the contact level.
Translating this better from a Salesforce schema perspective, is there a way to start referencing contact attributes when a lead converts while still going through a journey. Or is there a way to have a contact start the journey at the point where the lead converts?


Thank you for visiting the Q&A section on Magenaut. Please note that all the answers may not help you solve the issue immediately. So please treat them as advisements. If you found the post helpful (or not), leave a comment & I’ll get back to you as soon as possible.

Method 1

Here is what you can try.
When you convert a lead into a contact, ConvertedContactId gets populated.
Maintain a Separate DE “ConvertedLeads”(also with attribute group) for all converted leads with all the converted id’s.
After a lead is converted if you have to refer anything related to contact, use an attribute to attribute comparison.

ConvertedLeads(AttributeGroup).ConvertedContactID = Contact.ID AND
hasoptedofemail = false

Please Note, if you have to do an attribute to attribute comparison, the fields should not be Nullable.

All methods was sourced from stackoverflow.com or stackexchange.com, is licensed under cc by-sa 2.5, cc by-sa 3.0 and cc by-sa 4.0

0 0 votes
Article Rating
Notify of

Inline Feedbacks
View all comments
Would love your thoughts, please comment.x