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# Convert lead

> Convert a lead to a person, optionally with an opportunity. Inputs, cURL, Python and Node.js examples and an example response.

Source: https://cotlet.dev/docs/api/copper-crm/convert_lead

Docs sections: [Get started](https://cotlet.dev/docs.md) · [REST API](https://cotlet.dev/docs/api.md) · [MCP](https://cotlet.dev/docs/mcp.md) · [SDKs & CLI](https://cotlet.dev/docs/sdks.md) · [Integrations](https://cotlet.dev/docs/integrations.md)

Convert a lead to a person, optionally with an opportunity.

Copper CRM API: https://cotlet.dev/docs/api/copper-crm.md

`POST https://cotlet.dev/api/v1/copper-crm/leads/{lead_id}/convert`

Access: write. Confirm: waits for the user's OK before it runs.

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 | Required | Description |
|---|---|---|---|
| `lead_id` | string | yes | Id from list_leads. |
| `contact_type` | string | no | Contact Type as your workspace names it, e.g. Potential Customer. |
| `opportunity_name` | string | no | Pipeline Record Name. Leave out to convert without an opportunity. |
| `pipeline` | string | no | Pipeline name for the opportunity, from list_pipelines. |
| `close_date` | date | no | Close date of the opportunity, YYYY-MM-DD. |
| `monetary_value` | number | no | Value of the opportunity. |

## Request

**cURL**

```bash
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}'
```

**Python**

```python
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})
```

**Node.js**

```js
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});
```

**CLI**

```bash
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

```json
{
  "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
}
```

Previous: [Create lead](https://cotlet.dev/docs/api/copper-crm/create_lead.md)
Next: [Create opportunity](https://cotlet.dev/docs/api/copper-crm/create_opportunity.md)

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Cotlet is an independent service. It is not affiliated with, endorsed by or sponsored by any of the products listed on this site. Product names are trademarks of their respective owners.

## For AI agents: sign your user up

Is your user asking you to sign them up for Cotlet? You can do it for them, no account or key needed.

1. Read the fields and their allowed values: GET https://cotlet.dev/api/v1/access-requests
2. Ask the user for each value: email, apps, what you will do with them. If they leave the password to you, generate a strong one and show it to them.
3. Show the user what you will send, then POST it as JSON to https://cotlet.dev/api/v1/access-requests.

One call creates the account and sends the access request; we email the user when access is granted.