Turn a lead into client - Add Row action

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Hi,

I am relatively new to Glide and am building a CRM. I think I need some guidance, if someone can help, please?

I want to create a workflow that is started by clicking on a button, to convert a Lead and its contacts into a Client. My data is stored in 4 different tables: Leads (for the company info), Leads Contacts, Clients, and Clients Contacts.

I have a couple of ideas that don’t know if are doable:

  1. Use the “add a row” action to create the lead record in the client’s table, then create a JSON Object for the contacts and query it when setting up more “add row” actions for the contacts that would be assigned to the Client record using its Row ID - my problem is that each lead has a different number of contacts?

  2. Create a trigger and send all the data to make, from which would be returned to glide and create all records using the API - this one might sound silly as all data is within my tables in Glide, but I could use that same webhook to send that data to the application that we use as order management system.

Can someone advise me on doing it the most efficiently/easiest way possible or other ideas on how to do it?

Thanks

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If it was me, I think I would collapse all of that into two tables. One for Leads/Clients, and another for Contacts.

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If you do it like Darren suggested, I imagine it would be easy enough to have a button to change a data entry’s type from Lead to Client. Then contacts can stay as they were.

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