> ## Documentation Index
> Fetch the complete documentation index at: https://docs.soundchecklive.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Converting leads

> Turn a qualified lead into a gig and a customer in one flow — and understand where HubSpot- and Flex-sourced opportunities fit.

<Info>
  Converting leads is available on Team and Enterprise plans for organizations with CRM features enabled.
</Info>

Use **Convert to Gig** when a lead becomes a real booking that should live in your gig workflow. Conversion is available on **Pending** leads that don't already have a gig.

## What conversion creates

Conversion connects your CRM pipeline and gig management in one step:

1. A new gig is created, pre-filled from the lead — its title becomes `{event type} - {name}` (for example, "Wedding - Jane Smith"), and the date, location, and the client's contact details and message are carried over into the gig notes.
2. Soundcheck creates or reuses a **customer** record for the client.
3. A **primary contact** is created from the lead's contact information.
4. The customer is **linked** to the new gig.
5. The lead is marked **Completed** and shows **Gig Created** and **Customer** badges that link to what it produced.

<Info>
  One action produces both a customer relationship and a gig, so your booked-work history and CRM stay connected from the start.
</Info>

## Convert a lead

<Steps>
  <Step title="Open the lead">
    On the **Sales → Leads** pipeline, open the pending lead — or use **Convert** directly on its card.
  </Step>

  <Step title="Review the pre-filled gig">
    The gig form opens pre-populated from the lead. Adjust the title, date, event type, location, and notes as needed.
  </Step>

  <Step title="Create the gig">
    Confirm to create the gig, customer, and contact together. Soundcheck takes you to the new gig's detail page.
  </Step>
</Steps>

After conversion, continue setup from the gig: add crew, setlists, tasks, a venue, contracts, and payment details.

## Customer matching

Where possible, Soundcheck reuses an existing customer for the lead's contact information rather than creating a duplicate. If no match exists, conversion creates a new customer and primary contact.

## What doesn't happen automatically

Conversion does **not**:

* Send invitations or notify crew
* Collect payments
* Finalize setlists or tasks

Use the normal gig workflow after conversion to finish preparing the event.

## Where HubSpot- and Flex-sourced opportunities fit

Leads created through **Create Lead** and your public [intake form](/crm/leads/lead-intake) flow through the pipeline described above — you review them and convert the qualified ones by hand.

Opportunities that originate in **HubSpot** or **Flex** take a different path. Through the [HubSpot ↔ Flex pipeline](/crm/integrations/hubspot-flex-pipeline), an inquiry that becomes a deal or quote is synced (via n8n) and can open a **draft gig** directly, with its status kept in lockstep as the deal advances — so those don't wait in the Leads pipeline for a manual convert. Use the Leads pipeline for inbound inquiries you manage in Soundcheck; use the HubSpot ↔ Flex pipeline when your sales process already lives in those systems.

## Related pages

<CardGroup cols={3}>
  <Card title="Customers" icon="users" href="/crm/customers">
    Manage the customer created or reused during conversion.
  </Card>

  <Card title="Draft and publish" icon="rocket" href="/features/gigs/draft-publish">
    When to publish a gig and send notifications.
  </Card>

  <Card title="HubSpot ↔ Flex pipeline" icon="arrows-left-right" href="/crm/integrations/hubspot-flex-pipeline">
    How synced deals become draft gigs.
  </Card>
</CardGroup>