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Converting Cases to Leads
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11-03-2009 08:00 AM - last edited on 11-03-2009 08:01 AM
Our organization leverages several methods for collecting sales leads on our web site and through email. One is a web-to-lead form which works perfect, but we also have an open sales email address for prospects to email and ask questions, request information, etc.
With the current tools available the only way I can automatically inject this information into SF (that I know of anyhow) is as a case. I'm trying to figure out an efficient method for converting these cases to leads without having to have our sales reps copy and paste all the information out of each case and into a lead manually and then close the case.
I am very surprised that there is not a simple one-click conversion in place. Or better yet, an option for email-to-lead instead of only case as an option.
Has anyone come across this before you found a solution? If so you would be my savior, thanks!
Re: Converting Cases to Leads
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11-03-2009 10:26 AM
What information are you trying to avoid copying - the email address?
Either way, you're looking at a code solution - either Email to Apex or a Case trigger to create a lead w/ the desired info.
For email to apex, you could do something like:
- Have a "nice" email address on your website: contact@company.com
- Autoforward that email address to email to apex: email2apex@23429039xc0909230943x34.soma.salesforce
- Have Email to Apex create a new lead w/ the email address & any other info you want to create

