URL: /code/apps/crm/convert · Id: `page:/code/apps/crm/convert`

# Lead.convert

> Ends a qualified lead’s run as a lead: it opens a deal, or sends the buyer to self-serve checkout.

POST https://api.sb/{your-domain}/leads/{lead}/convert

Ends a qualified [lead](https://startupbuilder.dev/business/nouns/lead)’s run as a lead: it opens a [deal](https://startupbuilder.dev/business/nouns/deal), or sends the buyer to self-serve checkout.

- **Action class:** None
- **Approval:** Runs on its own
- **Emits:** `Lead.converted`
- **Price:** Free

```text title="Run it · Ask"
Maria wants the annual plan: open the deal on the Portfolio offer.
```

```ts title="Run it · SDK"
import { $ } from 'startup-builder'

const result = await $.try.Lead.convert({ lead: 'https://api.sb/leaseline.app/leads/lead_Nr5gT1aV7k', offer: 'https://api.sb/leaseline.app/offers/offer_Ls1mP4qR8v', route: 'sales-led' })
```

```json title="Run it · Response"
{
  "api": "https://api.sb/leaseline.app",
  "lead": {
    "$id": "https://api.sb/leaseline.app/leads/lead_Nr5gT1aV7k",
    "$type": "Lead",
    "status": "converted"
  },
  "deal": {
    "$id": "https://api.sb/leaseline.app/deals/deal_Hv8kD2nQ4s",
    "$type": "Deal",
    "status": "open"
  },
  "action": {
    "operation": "Lead.convert",
    "mode": "try",
    "status": "done"
  }
}
```

Its Inputs, Outputs, Effects and guards quote [the hub’s `Lead.convert`](https://startupbuilder.dev/business/nouns/lead/convert); this page adds what each Venue honors, its limits and a worked call. It is one of the [Verbs](https://startupbuilder.dev/business/nouns/verb) of [CRM](/code/apps/crm#verbs).

## Inputs
| Name | Type | Default | Meaning |
| --- | --- | --- | --- |
| `lead` | `Lead` | Required | The qualified lead. |
| `offer` | `Offer` | Required | The offer the deal pursues, or the checkout sells. |
| `route` | `string` | Required | Where the lead goes: `deal` for an assisted sale or `checkout` for self-serve. |

## Outputs
| Field | Type | What `null` means |
| --- | --- | --- |
| `deal` | `Deal` | The opened deal, when the route is `deal`. Absent when it does not apply. |
| `lead` | `Lead` | Never null: the lead, now converted. |

## Effects
**Action class**

None: no approval rule names it, so it runs within its seat’s Permissions and Limits

**Modes**

- `try`: Runs every check and returns the record as it would be; nothing is stored.
- `send`: Returns a pending Action at once; `Lead.converted` fires when it is done.
- `do`: Waits for the Action to finish and returns the record.

**Idempotency**

Only with a key: the same `Idempotency-Key` and input return the first Action, and the same key with other input returns `409`.

**Saved or shared**

Moves the lead to `converted` and keeps its Acquisition on the deal and the later customer.

**Emits**

`Lead.converted` with `{ lead }`

**Performed by**

[Sales lead](https://startupbuilder.dev/agents/sales/sales-lead)

**Price**

Free on your own account: the platform charges nothing for the call.

## On each Venue
It acts on your own records and reaches no Venue, so every account answers the same way.

## What try does
Runs every check the call meets and returns the record as it would be; nothing is stored, sent or posted.

## Refuses when
The hub sets no guard of its own on this call: it refuses only on the shared checks every write meets (a missing record, a Permission the seat lacks).

## When it waits
Returns in one response; nothing waits.

## Example
In `send` mode the call returns its pending Action at once, and `Lead.converted` delivers the result.

**Ask**

```text
Maria wants the annual plan: open the deal on the Portfolio offer.
```

**API**

```bash
curl -X POST "https://api.sb/leaseline.app/leads/lead_Nr5gT1aV7k/convert?mode=send" \
  -H "Authorization: Bearer $SB_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
  "offer": "https://api.sb/leaseline.app/offers/offer_Ls1mP4qR8v",
  "route": "sales-led"
}'
```

**CLI**

```bash
npx startup-builder do Lead.convert --send --data '{
  "offer": "https://api.sb/leaseline.app/offers/offer_Ls1mP4qR8v",
  "route": "sales-led"
}'
```

`--send` returns the pending Action at once.

**MCP**

```json
{
  "name": "do",
  "arguments": {
    "mode": "send",
    "code": "return await $.Lead.convert({ offer: 'https://api.sb/leaseline.app/offers/offer_Ls1mP4qR8v', route: 'sales-led' })"
  }
}
```

**SDK**

```ts
import { $ } from 'startup-builder'

const result = await $.send.Lead.convert({
  lead: 'https://api.sb/leaseline.app/leads/lead_Nr5gT1aV7k',
  offer: 'https://api.sb/leaseline.app/offers/offer_Ls1mP4qR8v',
  route: 'sales-led',
})
```


```json title="Response, in send mode"
{
  "mode": "send",
  "action": {
    "$id": "https://api.sb/leaseline.app/actions/action_Sd3kQ9vT2w",
    "operation": "Lead.convert",
    "status": "pending",
    "reason": "running"
  }
}
```

To retry, send the same `Idempotency-Key`: the retry returns the first answer for $0. A new key reads again.

## Used by
None.

## Related
[`Lead.qualify`](/code/apps/crm/qualify) · [`Lead.assign`](/code/apps/crm/assign-lead) · [`Deal.advance`](/code/apps/crm/advance) · [`Deal.win`](/code/apps/crm/win) · [`Deal.lose`](/code/apps/crm/lose) · [`Lead.nurture`](/code/apps/crm/nurture) · [`Lead.disqualify`](/code/apps/crm/disqualify) · [`Deal.assign`](/code/apps/crm/assign-deal) · [`Deal.propose`](/code/apps/crm/propose) · [`Contact.merge`](/code/apps/crm/merge-contact) · [`Organization.merge`](/code/apps/crm/merge-organization)