I want to create and update data in my CRM from Glide.
What method do I use to do that?
Glide API? Or some other way?
Here’s what I want to do:
When a salesperson logs into their dashboard and enters a lead, they get an AI-generated summary of all the current information for that lead. Data is pulled directly from their HubSpot and other software using the Glide API, and it automatically updates HubSpot if the salesperson needs to update any of their information live.
They can easily disposition the lead after the call (or even before the call concludes). With just one button, they can mark the lead as no-show, long follow-up, disqualified, or indicate that the lead is ready for a proposal. That kicks off a process that automatically creates a proposal based on the call notes and sends it to the salesperson’s Gmail account as a draft that’s already addressed to the lead. All they have to do is quickly review it and hit send, and the prospect gets a detailed proposal right in their inbox moments after they get off the phone.
@Darren_Murphy @ThinhDinh @Jeff_Hager
What do you suggest?
Thanks team 
I’m assuming I can add the request body and endpoints and any other ID data to a row in Glide and then add a Call API step to an action to add or update data.
Sound right? Anything else I should consider?
Update: I have created a note in my CRM via the Call API after a form is submitted in Glide 
. again pls let me know if there is a “better” way.
So I assume your flow looks somewhat like this?
I have some questions:
1/When you say “logs into their dashboard and enters a lead”, how are they entering it? An ID? Then you pull data from that ID over, from HubSpot?
2/For the disposition part, I assume you’re writing the info back to HubSpot, alongside sending proposals to the Gmail as a draft?
Nice one mate, that a bit of Whimsical flow charting there?
I’m actually just pulling in lead data from the CRM (Pipedrive, but same same).
AI generates pre-call summary.
I add a note post-call in Glide.
On submit, add note to deal, lead in CRM
Then generate draft email and sent to sales reps inbox.
TBC what is to be done with email in CRM but assume it will be stored in CRM once draft is finalised and sent.
Yeah that’s Whimsical.
So you pull lead data to Glide from Pipedrive, then pre-generate the summary so users can view information about the lead before the call.
Then you allow them to have a post-call note, also in Glide.
Then, in Glide, you also use AI to generate a draft email.
I assume at that point, you show them the draft email, and use something like compose email action so they can send it to the lead?
yes.
Email: haven’t thought too much about it beyond generation. The requirement as I understand it currently is to send the email to the sales rep who will send to client. They could of course send from Glide.
I’ll check out compose email. I’ve only used the most basic email functionality a few years back. Anything I should look out for?
Nothing much really, compose email opens the device’s default email app, and you can pre-insert a body to the email, and an address to send it to.
In this case, maybe you can point the AI-generated body directly to the action, and allow users to edit the body in their email app.
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Excellent, love it, thanks v much!
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