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Convert qualified Vtiger leads to deals

Web form leads pile up in Vtiger overnight, and every morning someone opens each one, decides whether it is real and clicks Convert.

Cotlet does it in your own Vtiger account with list_contacts, list_deals and convert_contact_to_deal, called by your AI agent, an n8n workflow or a script.

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Hosted · nothing to install or maintain

Can Vtiger do this on its own?

Vtiger has a Convert button per record and a Lead Conversion Data Mapping setting, but nothing that converts by your own criteria (checked 22 Oct 2026). Workflows can create a record when a field matches a value, yet they cannot read a lead and judge fit. Zapier's Vtiger app has Create or Update Lead and Create or Update Opportunity actions and no conversion action.

How you do it in Vtiger today

  1. When leads are stored as contacts, an admin opens Main Menu > Essentials > Contacts and picks a contact whose Lifecycle Stage is Lead.
  2. When the Leads module is enabled, the path is Main Menu > Essentials > Leads, then the Convert Lead button at the top of the Summary View.
  3. On a contact, the user presses Convert in the upper-right corner, updates the lifecycle stage, ticks "Do you want to create a Deal?", enters the deal details and clicks Save.
  4. The Convert Lead form has Create Contact, Create Organization and Create Deal sections, with name, amount, expected close date and pipeline for the deal. Organization and deal are optional.
  5. Every lead is judged and converted one record at a time, and a duplicate deal is only noticed if the person remembers to search Deals first.

How to convert qualified Vtiger leads to deals

Prompt

List Vtiger contacts with Lifecycle Stage Lead created since yesterday. Convert the ones from a company domain (not Gmail or Yahoo) into a deal named after the organization in the Standard pipeline, and list the rest for me.
  1. 01

    Read the new leads

    Your agent calls list_contacts with lifecycle_stage Lead and follows next_cursor until it reaches contacts created before your window. If your CRM has the Leads module on, it sets module to leads once and uses that for the whole run.

  2. 02

    Apply your rule

    Each lead is matched against the rule in your prompt, for example a company email domain, a filled-in organization or a phone number. The agent quotes the field it relied on, so you see why each lead passed.

  3. 03

    Skip leads that already have a deal

    Before converting, list_deals runs with the organization name as query. A lead whose organization already has an open deal is left for you, because a second deal for the same company is usually a mistake.

  4. 04

    Convert the matches

    convert_contact_to_deal runs for each match with the deal name, pipeline and, if your prompt gives one, the amount. If Vtiger refuses because a mandatory deal field is empty, the error names the field and the lead goes on your list.

  5. 05

    Report the rest

    Leads that fail the rule or look doubtful stay as they are, each with a one-line reason, so nothing is converted by a guess.

What you get back

Example data

Leads created since yesterday: 9
Converted 5 to deals in Standard, e.g. Dana Whitfield: "Whitfield Dental, 5 seats"
Skipped 2 (organization already has an open deal)
Left for you 2:
- Luis O.: Gmail address, no organization
- Mira Okafor: empty phone and organization

Other ways to ask

  • Convert every lead from the webinar form this week and set the deal amount to 1500.
  • Every Friday, list leads older than 14 days that were never converted, without changing anything.
  • Convert leads whose organization name matches an existing organization and attach them to it.

What Vtiger allows, and what to know first

  • In Vtiger versions where leads are stored as contacts, a lead is a contact whose Lifecycle Stage field is Lead.
  • The Convert Lead form can create a contact, an organization and a deal in one step, and the organization and the deal are optional.
  • Field values copied to the new records follow Lead Conversion Data Mapping, which an admin edits under User Menu > Settings > Marketing & Sales.
  • Zapier's Vtiger app has Create or Update Lead and Create or Update Opportunity actions, but no action that converts a lead.

convert_contact_to_deal asks for your OK by default. To run it daily without you, switch confirmation off for that tool in your dashboard.

Sources: Vtiger Help: How do I convert a Lead · Vtiger Help: Lead Management · Vtiger Help: How do I add a mapping for lead conversion · Vtiger on Zapier

Call convert_contact_to_deal from a script

curl

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"}'

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"
  }
}

MCP: add https://cotlet.dev/mcp/v1 with the same key; the call is vtiger_write → convert_contact_to_deal. Example data.

Schedule it in n8n, Make, Zapier or cron

Vtiger tools this automation uses

Cotlet Vtiger tools used to convert qualified Vtiger leads to deals
Tool Parameters
list_contacts module, lifecycle_stage, query, limit, cursor
list_deals pipeline, sales_stage, assigned_to, query, limit, cursor
convert_contact_to_deal record_id, deal_name, amount, expected_close_date, pipeline, lifecycle_stage
All 10 Vtiger tools with descriptions

Frequently asked questions

Is it safe to connect Vtiger to Cotlet?

Yes. You sign in to Vtiger yourself, in your own Cloud Browser in the EU, and we never save your password. Your agents only get Vtiger once you enable it, every background request is listed, and the browser profile is stored encrypted with AES-256-GCM, the cipher 1Password uses for its vaults. The AI model never sees a login, posts and messages wait for your OK, and Disable for agents cuts access in one click. Independent scanners grade cotlet.dev A+ on Qualys SSL Labs, securityheaders.com and Mozilla Observatory; live results are on https://cotlet.dev/security.

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