Customize Lead conversion process

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leonardosalatino
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Posts: 10
Joined: Wed Jul 15, 2020 5:44 pm

Customize Lead conversion process

Post by leonardosalatino »

Hi,
Do you know a full list of entityEventType that we can get in an API Event? (http://bullhorn.github.io/rest-api-docs ... tml#events) I'm wondering if there is one when a Lead is converted.

I need to create a custom in the Lead conversion process to move Lead's values in customText fields into a Contact. Delivered functionality only moves values from Lead to Contact for certain fields (name, occupation on few others) but we have around 10 custom fields that we need to move too.

Do you have any starting point to face this custom? Any help is appreciated.

Thanks,
Leonardo
tluczak
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Posts: 11
Joined: Fri Apr 10, 2020 11:02 am

Re: Customize Lead conversion process

Post by tluczak »

When a Lead is converted to a Contact, the Lead's status is updated to "Converted". If you have an event subscription configured to look for Lead updates then you just need to look for the status updating to Converted and can work off that.
leonardosalatino
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Posts: 10
Joined: Wed Jul 15, 2020 5:44 pm

Re: Customize Lead conversion process

Post by leonardosalatino »

That's a good idea. Never worked with events, you need to periodically run a GET to the subscription in order to get the changes, right? Or the change triggers a call to your own custom endpoint?
Just thinking that when a user converts the lead into a Contact, BH moves the user to the contact to populate values and save, he won't see the customTexts updated, right? After 1 hour (or whatever the period is) when the GET subscription is run, the customText values would be updated.

I was also checking the page interactions, but they are not run when the user reaches the Add contact page from the lead conversion.

Thanks!
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