Convert contact to deal
Convert a lead into a deal, as the Convert button does.
POST https://cotlet.dev/api/v1/vtiger/records/{record_id}/contact-to-deal/convert
write Confirm
Runs the Convert flow on one record: a contact whose Lifecycle Stage is Lead, or a lead when the Leads module is enabled. It creates the deal with the name, amount, expected close date and pipeline you give, and can update the lifecycle stage. Field values carried over follow your Lead Conversion Data Mapping. A deal can start workflows you set up, such as emails on a sales stage. By default you confirm each call; you can switch that off for this tool.
Parameters
| Name | Type | Description |
|---|---|---|
| record_id string required | string | Contact or lead record id from list_contacts. |
| deal_name string required | string | Name of the new deal. |
| amount number | number | Deal amount. |
| expected_close_date date | date | Expected close date. |
| pipeline string | string | Sales pipeline of the deal. |
| lifecycle_stage string | string | New Lifecycle Stage of the contact. |
Request
curl -X POST https://cotlet.dev/api/v1/vtiger/records/1523/contact-to-deal/convert \
-H "Authorization: Bearer $COTLET_API_KEY" \
-H "Content-Type: application/json" \
-d '{"deal_name":"Whitfield Dental, 5 seats","amount":4200,"expected_close_date":"2026-11-15","pipeline":"Standard"}'result = client.call("vtiger", "convert_contact_to_deal", {"record_id":"1523","deal_name":"Whitfield Dental, 5 seats","amount":4200,"expected_close_date":"2026-11-15","pipeline":"Standard"})const result = await cotlet.call('vtiger', 'convert_contact_to_deal', {"record_id":"1523","deal_name":"Whitfield Dental, 5 seats","amount":4200,"expected_close_date":"2026-11-15","pipeline":"Standard"});cotlet call vtiger convert_contact_to_deal --data '{"record_id":"1523","deal_name":"Whitfield Dental, 5 seats","amount":4200,"expected_close_date":"2026-11-15","pipeline":"Standard"}'Example response
{
"status": "converted",
"contact": {
"record_id": "1523",
"name": "Dana Whitfield"
},
"deal": {
"record_id": "2041",
"name": "Whitfield Dental, 5 seats",
"amount": 4200,
"pipeline": "Standard",
"expected_close_date": "2026-11-15"
}
}