When it comes to creating a customer, the simplest solution is to create a customer from the Closed-won stage.
To do so, you would open your Leads pipeline, go to Setup, then go to the settings in closed-won stage and you’ll see option “Create customer”. Here you will see two options: attach closed lead to an existing customer, or to create new a customer each time.
You will then click on setup and configure the information from fields that you would like to pass from the lead card to the new customer card, then click “Done” and just like that, all leads closed as won will now create a customer with information you set up.
