--- title: "Connect LeadSimple to Glean - APIANT.ai" description: "When \"Call Completed\" fires in LeadSimple, your agent runs \"Chat Message/Conversation\" in Glean." canonical: "https://apiant.ai/connect/leadsimple-to-glean" --- # Connect LeadSimple to Glean When **Call Completed** fires in [LeadSimple](https://apiant.ai/connections/leadsimple), your agent runs **Chat Message/Conversation** in [Glean](https://apiant.ai/connections/glean). Describe the whole flow and it is built, tested on every scenario and kept running. LeadSimple **4** triggers LeadSimple **10** actions Glean **6** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want LeadSimple and Glean to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What LeadSimple can start in Glean - When **Call Completed** in LeadSimple then **Chat Message/Conversation** in Glean - When **Lead Created** in LeadSimple then **Report Client Activity** in Glean Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with LeadSimple and Glean ## Triggers and actions 4 triggers · 16 actions - Trigger **Call Completed** Triggers when a new call is completed. - Trigger **Lead Changes Tags** Triggers when a lead's tags change. - Trigger **Lead Created** Triggers when a new lead is created. - Trigger **Lead Is Reassigned** Triggers when a lead is reassigned. - Action **Create Call** Creates a Call in your account - Action **Get Lead** Gets a Lead in your account by ID. - Action **Search Contact** Searches a contact in your account by name, phone number or email address. - Action **Search Property** Searches a Property in your account by name or address. - Action **Search Unit** Searches the units on the property by the Unit Number - Action **Search User** Searches a user in your account by name or email address. - Action **Update Contact** Updates a Contact in your account. - Action **Update Lead** Updates a Lead in one of your Pipelines. You'll need to specify a Pipeline and a Stage. - Action **Update Property** Updates a Property. - Action **Update Unit** Updates a Unit. - Action **Chat Message/Conversation** Sends a message or conversation history to Glean AI and returns its answer, along with the chat it belongs to and suggested follow-up prompts. - Action **Find Document** Returns the Glean documents, with their metadata, that match the document IDs or URLs you specify. - Action **Report Client Activity** Reports an event that happened to a result in a Glean client, such as a search result view, click or vote. Glean uses these signals to improve search quality. - Action **Report Document Activity** Reports user activity on indexed documents, such as views, edits, searches and comments, to Glean to improve search quality. - Action **Run Agent and Wait** Runs a Glean agent and waits for it to finish, returning the agent's final response messages and run status. - Action **Search** Returns documents from the Glean index that match the search terms and any filters you provide. ## Each app on its own - [ **LeadSimple** LeadSimple is the CRM that property management and real estate companies use to scale and grow.](https://apiant.ai/connections/leadsimple) - [ **Glean** Glean offers AI-powered search to give enterprise users the ability to search across organization-wide...](https://apiant.ai/connections/glean) Reviews ## What our customers say ## More from LeadSimple - [ **LeadSimple to Notion** A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.](https://apiant.ai/connect/leadsimple-to-notion) - [ **LeadSimple to Brave Search API** Brave Search API — independent, privacy-respecting web, image, video, and news search powered by Brave's own...](https://apiant.ai/connect/leadsimple-to-brave-search-api) - [ **LeadSimple to Thunderbit** Extract web pages as Markdown or structured data for AI apps](https://apiant.ai/connect/leadsimple-to-thunderbit) - [ **LeadSimple to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/leadsimple-to-salesforce) - [ **LeadSimple to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/leadsimple-to-slack) - [ **LeadSimple to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/leadsimple-to-mailchimp) ## More into Glean - [ **HubSpot to Glean** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-glean) - [ **Salesforce to Glean** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-glean) - [ **Slack to Glean** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-glean) - [ **Google Sheets to Glean** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-glean) - [ **Gmail to Glean** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-glean) - [ **Google Calendar to Glean** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-glean) Questions ## LeadSimple and Glean, answered ### ### What can start an automation from LeadSimple? Any of LeadSimple's 4 triggers in the catalog, including Call Completed, Lead Created, Lead Changes Tags and Lead Is Reassigned. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Glean when something happens in LeadSimple? Any of Glean's 6 actions, including Chat Message/Conversation, Find Document, Report Client Activity and Report Document Activity. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Glean to LeadSimple? Glean has no triggers in the catalog today, so automations start in LeadSimple. If you need the other direction, ask: your agent reads Glean's API documentation and adds it. ### ### Do I have to build a connector for LeadSimple or Glean? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use LeadSimple and Glean without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.