Convert lead
Convert a lead to a person, optionally with an opportunity.
POST https://cotlet.dev/api/v1/copper-crm/leads/{lead_id}/convert
write Confirm
Runs Convert Lead from the lead's Details tab. It creates the person and, when you pass opportunity_name and pipeline, an opportunity with the close date and value you give. The lead record is removed. It fails when a required field of the person or the opportunity is empty, and the error names the field. Copper cannot turn a person back into a lead. By default you confirm each call; you can switch that off for this tool.
Parameters
| Name | Type | Description |
|---|---|---|
| lead_id string required | string | Id from list_leads. |
| contact_type string | string | Contact Type as your workspace names it, e.g. Potential Customer. |
| opportunity_name string | string | Pipeline Record Name. Leave out to convert without an opportunity. |
| pipeline string | string | Pipeline name for the opportunity, from list_pipelines. |
| close_date date | date | Close date of the opportunity, YYYY-MM-DD. |
| monetary_value number | number | Value of the opportunity. |
Request
curl -X POST https://cotlet.dev/api/v1/copper-crm/leads/52710344/convert \
-H "Authorization: Bearer $COTLET_API_KEY" \
-H "Content-Type: application/json" \
-d '{"contact_type":"Potential Customer","opportunity_name":"Brightside Clinic rollout","pipeline":"Sales","close_date":"2026-12-15","monetary_value":12000}'result = client.call("copper-crm", "convert_lead", {"lead_id":"52710344","contact_type":"Potential Customer","opportunity_name":"Brightside Clinic rollout","pipeline":"Sales","close_date":"2026-12-15","monetary_value":12000})const result = await cotlet.call('copper-crm', 'convert_lead', {"lead_id":"52710344","contact_type":"Potential Customer","opportunity_name":"Brightside Clinic rollout","pipeline":"Sales","close_date":"2026-12-15","monetary_value":12000});cotlet call copper-crm convert_lead --data '{"lead_id":"52710344","contact_type":"Potential Customer","opportunity_name":"Brightside Clinic rollout","pipeline":"Sales","close_date":"2026-12-15","monetary_value":12000}'Example response
{
"person": {
"person_id": "77121902",
"name": "Dana Whitfield",
"contact_type": "Potential Customer"
},
"opportunity": {
"opportunity_id": "31850018",
"name": "Brightside Clinic rollout",
"pipeline": "Sales",
"stage": "Discovery",
"monetary_value": 12000,
"close_date": "2026-12-15"
},
"lead_removed": true
}