Chilkat Online Tools

autoit / Zoho CRM REST APIs / Convert Lead

Back to Collection Items

; This example assumes the Chilkat API to have been previously unlocked.
; See Global Unlock Sample for sample code.

$oHttp = ObjCreate("Chilkat.Http")
Local $bSuccess

; Use this online tool to generate code from sample JSON: Generate Code to Create JSON

; The following JSON is sent in the request body.

; {
;   "data": [
;     {
;       "overwrite": true,
;       "notify_lead_owner": true,
;       "notify_new_entity_owner": true,
;       "Accounts": "4150868000003960001",
;       "Contacts": "4150868000002563049",
;       "assign_to": "4150868000001248015",
;       "Deals": {
;         "Deal_Name": "Sample",
;         "Closing_Date": "2021-01-25",
;         "Stage": "Closed Won",
;         "Amount": 5000,
;         "Pipeline": "Standard (Standard)"
;       },
;       "carry_over_tags": {
;         "Contacts": [
;           "tag1",
;           "tag2"
;         ],
;         "Accounts": [
;           "tag1"
;         ],
;         "Deals": [
;           "tag1"
;         ]
;       }
;     }
;   ]
; }

$oJson = ObjCreate("Chilkat.JsonObject")
$oJson.UpdateBool("data[0].overwrite",True)
$oJson.UpdateBool("data[0].notify_lead_owner",True)
$oJson.UpdateBool("data[0].notify_new_entity_owner",True)
$oJson.UpdateString("data[0].Accounts","4150868000003960001")
$oJson.UpdateString("data[0].Contacts","4150868000002563049")
$oJson.UpdateString("data[0].assign_to","4150868000001248015")
$oJson.UpdateString("data[0].Deals.Deal_Name","Sample")
$oJson.UpdateString("data[0].Deals.Closing_Date","2021-01-25")
$oJson.UpdateString("data[0].Deals.Stage","Closed Won")
$oJson.UpdateInt("data[0].Deals.Amount",5000)
$oJson.UpdateString("data[0].Deals.Pipeline","Standard (Standard)")
$oJson.UpdateString("data[0].carry_over_tags.Contacts[0]","tag1")
$oJson.UpdateString("data[0].carry_over_tags.Contacts[1]","tag2")
$oJson.UpdateString("data[0].carry_over_tags.Accounts[0]","tag1")
$oJson.UpdateString("data[0].carry_over_tags.Deals[0]","tag1")

; Adds the "Authorization: Bearer <access_token>" header.
$oHttp.AuthToken = "<access_token>"

Local $oResp = $oHttp.PostJson3("https://domain.com/crm/v2.1/Leads/{{lead_id}}/actions/convert","application/json",$oJson)
If ($oHttp.LastMethodSuccess = False) Then
    ConsoleWrite($oHttp.LastErrorText & @CRLF)
    Exit
EndIf

$oSbResponseBody = ObjCreate("Chilkat.StringBuilder")
$oResp.GetBodySb($oSbResponseBody)

$oJResp = ObjCreate("Chilkat.JsonObject")
$oJResp.LoadSb($oSbResponseBody)
$oJResp.EmitCompact = False

ConsoleWrite("Response Body:" & @CRLF)
ConsoleWrite($oJResp.Emit() & @CRLF)

Local $iRespStatusCode = $oResp.StatusCode
ConsoleWrite("Response Status Code = " & $iRespStatusCode & @CRLF)
If ($iRespStatusCode >= 400) Then
    ConsoleWrite("Response Header:" & @CRLF)
    ConsoleWrite($oResp.Header & @CRLF)
    ConsoleWrite("Failed." & @CRLF)

    Exit
EndIf

; Sample JSON response:
; (Sample code for parsing the JSON response is shown below)

; {
;   "data": [
;     {
;       "Contacts": "738964000002058055",
;       "Deals": "738964000002130035",
;       "Accounts": "738964000002058030"
;     }
;   ]
; }

; Sample code for parsing the JSON response...
; Use this online tool to generate parsing code from sample JSON: Generate JSON Parsing Code

Local $sContacts
Local $sDeals
Local $sAccounts

Local $i = 0
Local $iCount_i = $oJResp.SizeOfArray("data")
While $i < $iCount_i
    $oJResp.I = $i
    $sContacts = $oJResp.StringOf("data[i].Contacts")
    $sDeals = $oJResp.StringOf("data[i].Deals")
    $sAccounts = $oJResp.StringOf("data[i].Accounts")
    $i = $i + 1
Wend

Curl Command

curl -X POST
	-H "Authorization: Bearer <access_token>"
	-d '{
    "data": [
        {
            "overwrite": true,
            "notify_lead_owner": true,
            "notify_new_entity_owner": true,
            "Accounts": "4150868000003960001",
            "Contacts": "4150868000002563049",
            "assign_to": "4150868000001248015",
            "Deals": {
                "Deal_Name": "Sample",
                "Closing_Date": "2021-01-25",
                "Stage": "Closed Won",
                "Amount": 5000,
                "Pipeline":"Standard (Standard)"
            },
            "carry_over_tags": {
                "Contacts": [
                    "tag1",
                    "tag2"
                ],
                "Accounts": [
                    "tag1"
                ],
                "Deals": [
                    "tag1"
                ]
            }
        }
    ]
}'
https://domain.com/crm/v2.1/Leads/{{lead_id}}/actions/convert

Postman Collection Item JSON

{
  "name": "Convert Lead",
  "request": {
    "auth": {
      "type": "bearer",
      "bearer": [
        {
          "key": "token",
          "value": "{{access-token}}",
          "type": "string"
        }
      ]
    },
    "method": "POST",
    "header": [
    ],
    "body": {
      "mode": "raw",
      "raw": "{\n    \"data\": [\n        {\n            \"overwrite\": true,\n            \"notify_lead_owner\": true,\n            \"notify_new_entity_owner\": true,\n            \"Accounts\": \"4150868000003960001\",\n            \"Contacts\": \"4150868000002563049\",\n            \"assign_to\": \"4150868000001248015\",\n            \"Deals\": {\n                \"Deal_Name\": \"Sample\",\n                \"Closing_Date\": \"2021-01-25\",\n                \"Stage\": \"Closed Won\",\n                \"Amount\": 5000,\n                \"Pipeline\":\"Standard (Standard)\"\n            },\n            \"carry_over_tags\": {\n                \"Contacts\": [\n                    \"tag1\",\n                    \"tag2\"\n                ],\n                \"Accounts\": [\n                    \"tag1\"\n                ],\n                \"Deals\": [\n                    \"tag1\"\n                ]\n            }\n        }\n    ]\n}",
      "options": {
        "raw": {
          "language": "json"
        }
      }
    },
    "url": {
      "raw": "{{api-domain}}/crm/v2.1/Leads/{{lead_id}}/actions/convert",
      "host": [
        "{{api-domain}}"
      ],
      "path": [
        "crm",
        "v2.1",
        "Leads",
        "{{lead_id}}",
        "actions",
        "convert"
      ]
    },
    "description": "To convert a lead into a contact or an account."
  },
  "response": [
    {
      "name": "SUCCESS RESPONSE",
      "originalRequest": {
        "method": "POST",
        "header": [
        ],
        "body": {
          "mode": "raw",
          "raw": "{\n    \"data\": [\n        {\n            \"overwrite\": true,\n            \"notify_lead_owner\": true,\n            \"notify_new_entity_owner\": true,\n            \"Accounts\": \"738964000002058030\",\n            \"Contacts\": \"738964000002058055\",\n            \"assign_to\": \"738964000000291009\",\n            \"Deals\": {\n                \"Deal_Name\": \"Sample\",\n                \"Closing_Date\": \"2021-01-25\",\n                \"Stage\": \"Closed Won\",\n                \"Amount\": 5000,\n                \"Pipeline\":\"Standard (Standard)\"\n            },\n            \"carry_over_tags\": {\n                \"Contacts\": [\n                    \"tag1\",\n                    \"tag2\"\n                ],\n                \"Accounts\": [\n                    \"tag1\"\n                ],\n                \"Deals\": [\n                    \"tag1\"\n                ]\n            }\n        }\n    ]\n}",
          "options": {
            "raw": {
              "language": "json"
            }
          }
        },
        "url": {
          "raw": "{{api-domain}}/crm/v2.1/Leads/738964000002118026/actions/convert",
          "host": [
            "{{api-domain}}"
          ],
          "path": [
            "crm",
            "v2.1",
            "Leads",
            "738964000002118026",
            "actions",
            "convert"
          ]
        }
      },
      "status": "OK",
      "code": 200,
      "_postman_previewlanguage": "json",
      "header": [
        {
          "key": "Server",
          "value": "ZGS"
        },
        {
          "key": "Date",
          "value": "Fri, 07 May 2021 06:18:23 GMT"
        },
        {
          "key": "Content-Type",
          "value": "application/json;charset=utf-8"
        },
        {
          "key": "Content-Length",
          "value": "105"
        },
        {
          "key": "Connection",
          "value": "keep-alive"
        },
        {
          "key": "Referrer-Policy",
          "value": "strict-origin"
        },
        {
          "key": "X-Content-Type-Options",
          "value": "nosniff"
        },
        {
          "key": "X-XSS-Protection",
          "value": "1; mode=block"
        },
        {
          "key": "Pragma",
          "value": "no-cache"
        },
        {
          "key": "Cache-Control",
          "value": "no-cache"
        },
        {
          "key": "Expires",
          "value": "Thu, 01 Jan 1970 00:00:00 GMT"
        },
        {
          "key": "X-Frame-Options",
          "value": "SAMEORIGIN"
        },
        {
          "key": "X-ACCESSTOKEN-RESET",
          "value": "2021-05-07T06:44:53+00:00"
        },
        {
          "key": "clientVersion",
          "value": "4016256"
        },
        {
          "key": "clientsubVersion",
          "value": "8ef7aa3133ce0e105307c407d89b23d9"
        },
        {
          "key": "Content-Disposition",
          "value": "attachment; filename=response.json"
        },
        {
          "key": "Content-Language",
          "value": "en-US"
        },
        {
          "key": "Strict-Transport-Security",
          "value": "max-age=15768000"
        }
      ],
      "cookie": [
      ],
      "body": "{\n    \"data\": [\n        {\n            \"Contacts\": \"738964000002058055\",\n            \"Deals\": \"738964000002130035\",\n            \"Accounts\": \"738964000002058030\"\n        }\n    ]\n}"
    },
    {
      "name": "ID_ALREADY_CONVERTED",
      "originalRequest": {
        "method": "POST",
        "header": [
        ],
        "body": {
          "mode": "raw",
          "raw": "{\n    \"data\": [\n        {\n            \"overwrite\": true,\n            \"notify_lead_owner\": true,\n            \"notify_new_entity_owner\": true,\n            \"Accounts\": \"738964000002058030\",\n            \"Contacts\": \"738964000002058055\",\n            \"assign_to\": \"738964000000291009\",\n            \"Deals\": {\n                \"Deal_Name\": \"Sample\",\n                \"Closing_Date\": \"2021-01-25\",\n                \"Stage\": \"Closed Won\",\n                \"Amount\": 5000,\n                \"Pipeline\":\"Standard (Standard)\"\n            },\n            \"carry_over_tags\": {\n                \"Contacts\": [\n                    \"tag1\",\n                    \"tag2\"\n                ],\n                \"Accounts\": [\n                    \"tag1\"\n                ],\n                \"Deals\": [\n                    \"tag1\"\n                ]\n            }\n        }\n    ]\n}",
          "options": {
            "raw": {
              "language": "json"
            }
          }
        },
        "url": {
          "raw": "{{api-domain}}/crm/v2.1/Leads/738964000002118012/actions/convert",
          "host": [
            "{{api-domain}}"
          ],
          "path": [
            "crm",
            "v2.1",
            "Leads",
            "738964000002118012",
            "actions",
            "convert"
          ]
        }
      },
      "status": "Accepted",
      "code": 202,
      "_postman_previewlanguage": "json",
      "header": [
        {
          "key": "Server",
          "value": "ZGS"
        },
        {
          "key": "Date",
          "value": "Fri, 07 May 2021 06:19:47 GMT"
        },
        {
          "key": "Content-Type",
          "value": "application/json;charset=utf-8"
        },
        {
          "key": "Content-Length",
          "value": "105"
        },
        {
          "key": "Connection",
          "value": "keep-alive"
        },
        {
          "key": "Referrer-Policy",
          "value": "strict-origin"
        },
        {
          "key": "X-Content-Type-Options",
          "value": "nosniff"
        },
        {
          "key": "X-XSS-Protection",
          "value": "1; mode=block"
        },
        {
          "key": "Pragma",
          "value": "no-cache"
        },
        {
          "key": "Cache-Control",
          "value": "no-cache"
        },
        {
          "key": "Expires",
          "value": "Thu, 01 Jan 1970 00:00:00 GMT"
        },
        {
          "key": "X-Frame-Options",
          "value": "SAMEORIGIN"
        },
        {
          "key": "X-ACCESSTOKEN-RESET",
          "value": "2021-05-07T06:44:53+00:00"
        },
        {
          "key": "clientVersion",
          "value": "4016256"
        },
        {
          "key": "clientsubVersion",
          "value": "8ef7aa3133ce0e105307c407d89b23d9"
        },
        {
          "key": "Content-Disposition",
          "value": "attachment; filename=response.json"
        },
        {
          "key": "Content-Language",
          "value": "en-US"
        }
      ],
      "cookie": [
      ],
      "body": "{\n    \"data\": [\n        {\n            \"code\": \"ID_ALREADY_CONVERTED\",\n            \"details\": {},\n            \"message\": \"id already converted\",\n            \"status\": \"error\"\n        }\n    ]\n}"
    },
    {
      "name": "INVALID_REQUEST_METHOD",
      "originalRequest": {
        "method": "PUT",
        "header": [
        ],
        "body": {
          "mode": "raw",
          "raw": "{\n    \"data\": [\n        {\n            \"overwrite\": true,\n            \"notify_lead_owner\": true,\n            \"notify_new_entity_owner\": true,\n            \"Accounts\": \"738964000002058030\",\n            \"Contacts\": \"738964000002058055\",\n            \"assign_to\": \"738964000000291009\",\n            \"Deals\": {\n                \"Deal_Name\": \"Sample\",\n                \"Closing_Date\": \"2021-01-25\",\n                \"Stage\": \"Closed Won\",\n                \"Amount\": 5000,\n                \"Pipeline\":\"Standard (Standard)\"\n            },\n            \"carry_over_tags\": {\n                \"Contacts\": [\n                    \"tag1\",\n                    \"tag2\"\n                ],\n                \"Accounts\": [\n                    \"tag1\"\n                ],\n                \"Deals\": [\n                    \"tag1\"\n                ]\n            }\n        }\n    ]\n}",
          "options": {
            "raw": {
              "language": "json"
            }
          }
        },
        "url": {
          "raw": "{{api-domain}}/crm/v2.1/Leads/738964000002118012/actions/convert",
          "host": [
            "{{api-domain}}"
          ],
          "path": [
            "crm",
            "v2.1",
            "Leads",
            "738964000002118012",
            "actions",
            "convert"
          ]
        }
      },
      "status": "Bad Request",
      "code": 400,
      "_postman_previewlanguage": "json",
      "header": [
        {
          "key": "Server",
          "value": "ZGS"
        },
        {
          "key": "Date",
          "value": "Fri, 07 May 2021 06:20:46 GMT"
        },
        {
          "key": "Content-Type",
          "value": "application/json;charset=utf-8"
        },
        {
          "key": "Content-Length",
          "value": "124"
        },
        {
          "key": "Connection",
          "value": "keep-alive"
        },
        {
          "key": "X-Frame-Options",
          "value": "deny"
        },
        {
          "key": "X-Download-Options",
          "value": "noopen"
        },
        {
          "key": "X-Content-Type-Options",
          "value": "nosniff"
        }
      ],
      "cookie": [
      ],
      "body": "{\n    \"code\": \"INVALID_REQUEST_METHOD\",\n    \"details\": {},\n    \"message\": \"The http request method type is not a valid one\",\n    \"status\": \"error\"\n}"
    },
    {
      "name": "AUTHENTICATION_FAILURE",
      "originalRequest": {
        "method": "POST",
        "header": [
        ],
        "body": {
          "mode": "raw",
          "raw": "{\n    \"data\": [\n        {\n            \"overwrite\": true,\n            \"notify_lead_owner\": true,\n            \"notify_new_entity_owner\": true,\n            \"Accounts\": \"738964000002058030\",\n            \"Contacts\": \"738964000002058055\",\n            \"assign_to\": \"738964000000291009\",\n            \"Deals\": {\n                \"Deal_Name\": \"Sample\",\n                \"Closing_Date\": \"2021-01-25\",\n                \"Stage\": \"Closed Won\",\n                \"Amount\": 5000,\n                \"Pipeline\":\"Standard (Standard)\"\n            },\n            \"carry_over_tags\": {\n                \"Contacts\": [\n                    \"tag1\",\n                    \"tag2\"\n                ],\n                \"Accounts\": [\n                    \"tag1\"\n                ],\n                \"Deals\": [\n                    \"tag1\"\n                ]\n            }\n        }\n    ]\n}",
          "options": {
            "raw": {
              "language": "json"
            }
          }
        },
        "url": {
          "raw": "{{api-domain}}/crm/v2.1/Leads/738964000002118012/actions/convert",
          "host": [
            "{{api-domain}}"
          ],
          "path": [
            "crm",
            "v2.1",
            "Leads",
            "738964000002118012",
            "actions",
            "convert"
          ]
        }
      },
      "status": "Unauthorized",
      "code": 401,
      "_postman_previewlanguage": "json",
      "header": [
        {
          "key": "Server",
          "value": "ZGS"
        },
        {
          "key": "Date",
          "value": "Fri, 07 May 2021 06:21:04 GMT"
        },
        {
          "key": "Content-Type",
          "value": "application/json;charset=utf-8"
        },
        {
          "key": "Content-Length",
          "value": "98"
        },
        {
          "key": "Connection",
          "value": "keep-alive"
        },
        {
          "key": "Referrer-Policy",
          "value": "strict-origin"
        },
        {
          "key": "X-Content-Type-Options",
          "value": "nosniff"
        },
        {
          "key": "X-XSS-Protection",
          "value": "1; mode=block"
        },
        {
          "key": "Pragma",
          "value": "no-cache"
        },
        {
          "key": "Cache-Control",
          "value": "no-cache"
        },
        {
          "key": "Expires",
          "value": "Thu, 01 Jan 1970 00:00:00 GMT"
        },
        {
          "key": "X-Frame-Options",
          "value": "SAMEORIGIN"
        },
        {
          "key": "X-Download-Options",
          "value": "noopen"
        }
      ],
      "cookie": [
      ],
      "body": "{\n    \"code\": \"AUTHENTICATION_FAILURE\",\n    \"details\": {},\n    \"message\": \"Authentication failed\",\n    \"status\": \"error\"\n}"
    },
    {
      "name": "INVALID_DATA",
      "originalRequest": {
        "method": "POST",
        "header": [
        ],
        "body": {
          "mode": "raw",
          "raw": "{\n    \"data\": [\n        {\n            \"overwrite\": true,\n            \"notify_lead_owner\": true,\n            \"notify_new_entity_owner\": true,\n            \"Accounts\": \"738964000002058030\",\n            \"Contacts\": \"738964000002058055\",\n            \"assign_to\": \"738964000000291009\",\n            \"Deals\": {\n                \"Deal_Name\": \"Sample\",\n                \"Closing_Date\": \"2021-01-25\",\n                \"Stage\": \"Closed Won\",\n                \"Amount\": 5000,\n                \"Pipeline\":\"Standard (Standard)\"\n            },\n            \"carry_over_tags\": {\n                \"Contacts\": [\n                    \"tag1\",\n                    \"tag2\"\n                ],\n                \"Accounts\": [\n                    \"tag1\"\n                ],\n                \"Deals\": [\n                    \"tag1\"\n                ]\n            }\n        }\n    ]\n}",
          "options": {
            "raw": {
              "language": "json"
            }
          }
        },
        "url": {
          "raw": "{{api-domain}}/crm/v2.1/Leads/73896400000211801/actions/convert",
          "host": [
            "{{api-domain}}"
          ],
          "path": [
            "crm",
            "v2.1",
            "Leads",
            "73896400000211801",
            "actions",
            "convert"
          ]
        }
      },
      "status": "Accepted",
      "code": 202,
      "_postman_previewlanguage": "json",
      "header": [
        {
          "key": "Server",
          "value": "ZGS"
        },
        {
          "key": "Date",
          "value": "Fri, 07 May 2021 06:22:28 GMT"
        },
        {
          "key": "Content-Type",
          "value": "application/json;charset=utf-8"
        },
        {
          "key": "Content-Length",
          "value": "131"
        },
        {
          "key": "Connection",
          "value": "keep-alive"
        },
        {
          "key": "Referrer-Policy",
          "value": "strict-origin"
        },
        {
          "key": "X-Content-Type-Options",
          "value": "nosniff"
        },
        {
          "key": "X-XSS-Protection",
          "value": "1; mode=block"
        },
        {
          "key": "Pragma",
          "value": "no-cache"
        },
        {
          "key": "Cache-Control",
          "value": "no-cache"
        },
        {
          "key": "Expires",
          "value": "Thu, 01 Jan 1970 00:00:00 GMT"
        },
        {
          "key": "X-Frame-Options",
          "value": "SAMEORIGIN"
        },
        {
          "key": "X-ACCESSTOKEN-RESET",
          "value": "2021-05-07T06:44:53+00:00"
        },
        {
          "key": "clientVersion",
          "value": "4016256"
        },
        {
          "key": "clientsubVersion",
          "value": "8ef7aa3133ce0e105307c407d89b23d9"
        },
        {
          "key": "Content-Disposition",
          "value": "attachment; filename=response.json"
        },
        {
          "key": "Content-Language",
          "value": "en-US"
        }
      ],
      "cookie": [
      ],
      "body": "{\n    \"data\": [\n        {\n            \"code\": \"INVALID_DATA\",\n            \"details\": {\n                \"api_name\": \"id\",\n                \"json_path\": \"$.data[0].id\"\n            },\n            \"message\": \"invalid data\",\n            \"status\": \"error\"\n        }\n    ]\n}"
    },
    {
      "name": "DUPLICATE_DATA",
      "originalRequest": {
        "method": "POST",
        "header": [
        ],
        "body": {
          "mode": "raw",
          "raw": "{\n    \"data\": [\n        {\n            \"overwrite\": true,\n            \"notify_lead_owner\": true,\n            \"notify_new_entity_owner\": true,\n            \"Deals\": {\n                \"Deal_Name\": \"Sample\",\n                \"Closing_Date\": \"2021-01-25\",\n                \"Stage\": \"Closed Won\",\n                \"Amount\": 5000,\n                \"Pipeline\": \"Standard (Standard)\"\n            },\n            \"carry_over_tags\": {\n                \"Contacts\": [\n                    \"tag1\",\n                    \"tag2\"\n                ],\n                \"Accounts\": [\n                    \"tag1\"\n                ],\n                \"Deals\": [\n                    \"tag1\"\n                ]\n            }\n        }\n    ]\n}",
          "options": {
            "raw": {
              "language": "json"
            }
          }
        },
        "url": {
          "raw": "{{api-domain}}/crm/v2.1/Leads/738964000002131001/actions/convert",
          "host": [
            "{{api-domain}}"
          ],
          "path": [
            "crm",
            "v2.1",
            "Leads",
            "738964000002131001",
            "actions",
            "convert"
          ]
        }
      },
      "status": "Accepted",
      "code": 202,
      "_postman_previewlanguage": "json",
      "header": [
        {
          "key": "Server",
          "value": "ZGS"
        },
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