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  4. Salesforce

Salesforce sync error due to Process workflow - Unable to convert lead that is in use by workflow

Problem Statement

Chargebee triggers lead conversion during sync when "Find and convert leads" is enabled, but the conversion fails with an error that the lead is in use by a workflow.

Solution

Lead conversion fails when the lead is locked by Salesforce processes. Chargebee cannot convert a lead in either of these cases:

  1. Time-based workflow or Process Builder: A time-based workflow action or Process Builder time-based action is pending on the lead.
  2. Approval process: The lead is in an active approval process.

Resolve or complete these processes in Salesforce so the lead is available for conversion, then retry the sync.

Related Articles

Salesforce Sync Error - Matched account is already linked with another customer

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