Auto-convert Leads and Finish the Blueprint

We can also set up the Lead conversion automations in this work rule because they are based on the status, too. (Now you can see why we named it ‘Lead Sales Funnel Automations’)

Below are the last completed conditions of the workflow rule. Remember that when converting a Lead, for the ‘Qualified’ records, we want a Contact and Deal, but for the ‘Not Qualified’ records, we just want a Contact.

(In this case, an Account won’t be created because we didn’t gather any company information)

The Qualified rule
The Not Qualified rule