Chilkat Online Tools

C# / 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.

Chilkat.Http http = new Chilkat.Http();
bool success;

// 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
//       },
//       "carry_over_tags": {
//         "Contacts": [
//           "tag1",
//           "tag2"
//         ],
//         "Accounts": [
//           "tag1"
//         ],
//         "Deals": [
//           "tag1"
//         ]
//       }
//     }
//   ]
// }

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

// Adds the "Authorization: Bearer <access_token>" header.
http.AuthToken = "<access_token>";

Chilkat.HttpResponse resp = http.PostJson3("https://domain.com/crm/v2/Leads/{{lead_id}}/actions/convert","application/json",json);
if (http.LastMethodSuccess == false) {
    Debug.WriteLine(http.LastErrorText);
    return;
}

Chilkat.StringBuilder sbResponseBody = new Chilkat.StringBuilder();
resp.GetBodySb(sbResponseBody);

Chilkat.JsonObject jResp = new Chilkat.JsonObject();
jResp.LoadSb(sbResponseBody);
jResp.EmitCompact = false;

Debug.WriteLine("Response Body:");
Debug.WriteLine(jResp.Emit());

int respStatusCode = resp.StatusCode;
Debug.WriteLine("Response Status Code = " + Convert.ToString(respStatusCode));
if (respStatusCode >= 400) {
    Debug.WriteLine("Response Header:");
    Debug.WriteLine(resp.Header);
    Debug.WriteLine("Failed.");

    return;
}

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

// {
//   "data": [
//     {
//       "Contacts": "738964000002058055",
//       "Deals": "738964000002148205",
//       "Accounts": "738964000002058030"
//     }
//   ]
// }

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

string Contacts;
string Deals;
string Accounts;

int i = 0;
int count_i = jResp.SizeOfArray("data");
while (i < count_i) {
    jResp.I = i;
    Contacts = jResp.StringOf("data[i].Contacts");
    Deals = jResp.StringOf("data[i].Deals");
    Accounts = jResp.StringOf("data[i].Accounts");
    i = i + 1;
}

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
            },
            "carry_over_tags": {
                "Contacts": [
                    "tag1",
                    "tag2"
                ],
                "Accounts": [
                    "tag1"
                ],
                "Deals": [
                    "tag1"
                ]
            }
        }
    ]
}'
https://domain.com/crm/v2/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            },\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/Leads/{{lead_id}}/actions/convert",
      "host": [
        "{{api-domain}}"
      ],
      "path": [
        "crm",
        "v2",
        "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/Leads/738964000002148035/actions/convert",
          "host": [
            "{{api-domain}}"
          ],
          "path": [
            "crm",
            "v2",
            "Leads",
            "738964000002148035",
            "actions",
            "convert"
          ]
        }
      },
      "status": "OK",
      "code": 200,
      "_postman_previewlanguage": "json",
      "header": [
        {
          "key": "Server",
          "value": "ZGS"
        },
        {
          "key": "Date",
          "value": "Tue, 11 May 2021 13:13:18 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-store, no-cache, must-revalidate, private"
        },
        {
          "key": "Expires",
          "value": "Thu, 01 Jan 1970 00:00:00 GMT"
        },
        {
          "key": "X-Frame-Options",
          "value": "SAMEORIGIN"
        },
        {
          "key": "X-ACCESSTOKEN-RESET",
          "value": "2021-05-11T13:58:39+00:00"
        },
        {
          "key": "clientVersion",
          "value": "4023320"
        },
        {
          "key": "clientsubVersion",
          "value": "4d8b6ee4f7d1d284c930a4e807480c5c"
        },
        {
          "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\": \"738964000002148205\",\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/Leads/738964000002148035/actions/convert",
          "host": [
            "{{api-domain}}"
          ],
          "path": [
            "crm",
            "v2",
            "Leads",
            "738964000002148035",
            "actions",
            "convert"
          ]
        }
      },
      "status": "Accepted",
      "code": 202,
      "_postman_previewlanguage": "json",
      "header": [
        {
          "key": "Server",
          "value": "ZGS"
        },
        {
          "key": "Date",
          "value": "Tue, 11 May 2021 13:13:29 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-store, no-cache, must-revalidate, private"
        },
        {
          "key": "Expires",
          "value": "Thu, 01 Jan 1970 00:00:00 GMT"
        },
        {
          "key": "X-Frame-Options",
          "value": "SAMEORIGIN"
        },
        {
          "key": "X-ACCESSTOKEN-RESET",
          "value": "2021-05-11T13:58:39+00:00"
        },
        {
          "key": "clientVersion",
          "value": "4023320"
        },
        {
          "key": "clientsubVersion",
          "value": "4d8b6ee4f7d1d284c930a4e807480c5c"
        },
        {
          "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": "COPY",
        "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/Leads/738964000002148035/actions/convert",
          "host": [
            "{{api-domain}}"
          ],
          "path": [
            "crm",
            "v2",
            "Leads",
            "738964000002148035",
            "actions",
            "convert"
          ]
        }
      },
      "status": "Bad Request",
      "code": 400,
      "_postman_previewlanguage": "json",
      "header": [
        {
          "key": "Server",
          "value": "ZGS"
        },
        {
          "key": "Date",
          "value": "Tue, 11 May 2021 13:13:43 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/Leads/738964000002148035/actions/convert",
          "host": [
            "{{api-domain}}"
          ],
          "path": [
            "crm",
            "v2",
            "Leads",
            "738964000002148035",
            "actions",
            "convert"
          ]
        }
      },
      "status": "Unauthorized",
      "code": 401,
      "_postman_previewlanguage": "json",
      "header": [
        {
          "key": "Server",
          "value": "ZGS"
        },
        {
          "key": "Date",
          "value": "Tue, 11 May 2021 13:14:26 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\": \"73896400000205803\",\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/Leads/738964000002131264/actions/convert",
          "host": [
            "{{api-domain}}"
          ],
          "path": [
            "crm",
            "v2",
            "Leads",
            "738964000002131264",
            "actions",
            "convert"
          ]
        }
      },
      "status": "Accepted",
      "code": 202,
      "_postman_previewlanguage": "json",
      "header": [
        {
          "key": "Server",
          "value": "ZGS"
        },
        {
          "key": "Date",
          "value": "Tue, 11 May 2021 13:14:51 GMT"
        },
        {
          "key": "Content-Type",
          "value": "application/json;charset=utf-8"
        },
        {
          "key": "Content-Length",
          "value": "109"
        },
        {
          "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-store, no-cache, must-revalidate, private"
        },
        {
          "key": "Expires",
          "value": "Thu, 01 Jan 1970 00:00:00 GMT"
        },
        {
          "key": "X-Frame-Options",
          "value": "SAMEORIGIN"
        },
        {
          "key": "X-ACCESSTOKEN-RESET",
          "value": "2021-05-11T13:58:39+00:00"
        },
        {
          "key": "clientVersion",
          "value": "4023320"
        },
        {
          "key": "clientsubVersion",
          "value": "4d8b6ee4f7d1d284c930a4e807480c5c"
        },
        {
          "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\": \"account\"\n            },\n            \"message\": \"invalid data\",\n            \"status\": \"error\"\n        }\n    ]\n}"
    },
    {
      "name": "OAUTH_SCOPE_MISMATCH",
      "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\": \"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            },\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/Leads/{{lead_id}}/actions/convert",
          "host": [
            "{{api-domain}}"
          ],
          "path": [
            "crm",
            "v2",
            "Leads",
            "{{lead_id}}",
            "actions",
            "convert"
          ]
        }
      },
      "status": "Unauthorized",
      "code": 401,
      "_postman_previewlanguage": "json",
      "header": [
        {
          "key": "Server",
          "value": "ZGS"
        },
        {
          "key": "Date",
          "value": "Thu, 13 May 2021 06:35:37 GMT"
        },
        {
          "key": "Content-Type",
          "value": "application/json;charset=utf-8"
        },
        {
          "key": "Content-Length",
          "value": "113"
        },
        {
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