How to Create Relations When a Record Is Converted?

Once records are Converted, you may wish to create relations between them for tracking purposes. In the article below, we'll build linkings between "Leads" and converted "Accounts" as an example.

Step 1. Link the destination sheet to the source sheet by a Link and Load field

In our example, the destination sheet is the "Accounts" while the source sheet you trigger the button is "Leads". Hence, please create a "Source Lead" Link and Load field on the "Accounts" sheet and link it to the Unique Value on the "Leads" sheet. The field marks the source "Leads" record of the account.

Step 2. Link the source sheet to the destination sheet by a Link and Load field

Similar to step 1., please create a "Ref. Account ID" Link and Load field on the "Leads" sheet and link it to the Unique Value on the "Accounts" sheet. The field marks the corresponding "Accounts" record.

Step 3. Map the Unique Value field in the Convert Records Action Button

For the Convert Records Action Button, please add the mapping of the Unique Value field:

Step 4. On the destination sheet, create an Action Button to update the source lead

In our example, the destination sheet is "Accounts". Hence, please create an Update Value on Another Sheet Action Button so the system will find the source lead in the "Leads" sheet according to the value in the "Source Lead" field. Then, update the "Ref. Account ID" field with the "Account ID" value:

Once the button is created, you can check "Automatically run when saving" so that it will be triggered automatically when a record is converted.