Auto Convert Leads Apps
- Jodie Miners
Owned by Jodie Miners
Required Features
- Match to existing Account and/or Contact
- Auto Convert based on multiple criteria
- Allow to not create Opportunity
- Work with the NPSP
- "self" and FN + LN in V2
- as above and "individual" in V3
- Must convert these to Individual accounts
Nice to have Features
- Set the Opportunity name by a formula or a field (saves having to create a workflow).
| App Name | Link | Price | Features | Works with NPSP | Comments |
|---|---|---|---|---|---|
| Auto Convert | https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B52wsEAB | US$100/Org/Month |
| No, not yet - they are working on it. | Because it only runs off an hourly schedule there may be Leads sitting in your system that have all the statuses required for converting. This could be confusing. Pricing is good though. I will check again when they get NPSP working. |
| Mass & Auto Convert Leads Premiup | https://appexchange.salesforce.com/listingDetail?listingId=a0N300000030ptZEAQ | US$120/u/yr US$120/u/16 months for NFPs |
| Not yet - they are working on it. | |
| LeadPal | https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5LuWEAV | US$50/u/m 50% discount for NFPs |
| Yes, works well now.  | Most expensive option, but works nicely. Great support |
See also other apps Object Converter, AppShark Lead Conversion
Related Pages