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When a lead is qualified and ready to move forward, convert it into an account. The conversion process creates a company record, links the contact, and optionally creates a deal — all in one step.

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How Conversion Works

1

Initiate Conversion

From the Leads page or a lead’s detail view, click Convert to Account.
2

Review Company Details

The system extracts company information from the lead’s data (website, email domain, enrichment). Review and adjust the pre-filled company fields.
3

Check for Duplicates

Emanate automatically checks if an account with the same domain already exists. If a match is found, the lead’s contact is added to the existing account instead of creating a new one.
4

Create Deal (Optional)

Optionally create a deal during conversion with a name, amount, stage, and assigned contact.
5

Complete Conversion

Confirm to create the account. The lead’s status changes to Converted.

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What Gets Created

RecordDetails
AccountCompany name, website, industry, and address from the lead’s data
ContactFirst name, last name, email, phone, and title from the lead. Marked as primary contact.
Deal (optional)Sales opportunity linked to the account and contact

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Deduplication

Emanate prevents duplicate accounts by matching on domain:
  1. Domain extraction — The domain is extracted from the lead’s website URL or email address
  2. Common domains excluded — Free email providers (gmail.com, yahoo.com, etc.) are ignored for matching
  3. Existing account found — If an account with the same domain exists, the contact is added to it
  4. No match — A new account is created
Deduplication ensures you don’t end up with multiple account records for the same company, even when leads are converted by different team members.

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Enrichment Data

When a lead has been enriched with company research data, that information is preserved during conversion:
  • Company enrichment (employee count, revenue, funding, tech stack) is stored in the account’s custom fields
  • Contact enrichment (title, department, LinkedIn) is preserved on the contact record
  • All enrichment data remains accessible from the account detail page

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After Conversion

Once converted:
  • The lead status changes to Converted and links to the new account
  • The account appears in Growth > Accounts with source set to Lead Conversion
  • The account is fully editable — add more contacts, create deals, or sync to your CRM
  • The original lead’s data is preserved for reference

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CRM Sync

If you have a CRM connected, converted accounts can be synced to your CRM:
  • Manually created accounts (including converted leads) can be pushed to Salesforce, HubSpot, or other connected CRMs
  • Contacts and deals sync alongside the account
  • Sync status is tracked on the account detail page
Lead conversion is a one-way operation. Once a lead is converted, it cannot be reverted back to a lead.

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Next Steps

Accounts Overview

Learn about account types and management

Contacts & Deals

Manage contacts and track your sales pipeline