DataGlue

Know the customer before the call.

Put visits, form answers and booking history in front of the rep, so discovery starts from what the customer already shared.

Example outcome formula

Count people with Call booked. Open each person's visits, form answers and booking records before the conversation.

Drafted from your source definitions. Review before saving.

A dedicated team builds it with you. Start with one decision.

FIG. 01 · BEFORE THE CALLDEMO
Search ad click
Pricing, twice
Booking form
Booking system
CRM record
SARAH CHEN
READY BEFORE THE CALL

Her history, in one profile.

Required systems

Connect the required systems. Start with the records you have.

Your team brings one decision. Our dedicated team connects the sources and builds it with you.

  • Website and forms. visits and shared contact details
  • Booking system. the call and its changes
  • CRM. the person and recorded call results
  • Email platform. recorded opens and clicks

Agree the connection route.

Stick captures website and form signals. Booking and email routes are scoped with you; CRM history joins through your warehouse.

Know the limits.

Typed contact details from an unfinished form remain unconfirmed. Offline call results appear only when your system records them.

Read the history before the call. Visits, forms and bookings, in one profile.

DEMOFIRST CALL · SARAH CHENFIG. 02
WITHOUT HER HISTORY

Hi, thanks for booking. So, what brought you to us?

Sarah repeats what her own visits already show. The call starts behind.

GLUE CONSOLE · SARAH CHEN3 SIGNALS
BEFORE THE CALL
  • Day 1 · WebsiteArrived from a search ad
  • Day 1 and Day 9 · WebsiteRead pricing twice in nine days
  • Day 9 · Booking formSaved at step 1, left at step 2
DAY 10 · BOOKING SYSTEMBooked a discovery callCOMPANYFrom the email domain, by lookup
WITH HER HISTORY

You read our pricing twice before you booked. Let's start there.

The rep opens on what she already cares about. Discovery starts where she is.

AFTER THE CALL
  1. Day 13 · CRMDiscovery call logged: qualified
  2. Day 14 · Email platformOpened the ROI email
  3. Day 21 · CRMProposal sent

DEMO SCENE. Sarah and this call are fictional. Every step on her path is one we glue today.

Check the number. Open the records behind it.

  • Source and time. Each count opens to the form, booking, event or CRM records behind it.
  • Link evidence. Confirmed, candidate, conflict and unmatched CRM links keep their state in view.
  • Your definition. Read the plain-English formula and preview the count before saving.
Book a Call

On the call, we map one outcome and the systems it needs. A dedicated team builds it with you.

Scoped and priced to the outcome, agreed before work begins. No seat licences.

HOW HER HISTORY REACHES THE CALL

Prepare the customer history. Open it before anyone dials.

A dedicated team joins the recorded history in one profile your sales team can open before it dials.

  1. 01

    Catch what she did before she booked

    Keep pages read, form steps and approved contact fields. Details typed but never submitted stay marked unconfirmed. The booking form saves contact details at step 1.

    RECOVERABLE LEAD · BOOKING FORMDEMO
    • STEP 1Saved: name and work email
    • STEP 2Left before sendingUNCONFIRMED
  2. 02

    Know it's her

    Keep earlier anonymous visits when a form or booking identifies the person. Show whether the CRM link is confirmed, candidate, conflict or unmatched.

    IDENTITY · SARAH CHENDEMO
    • VISITSAnonymous, kept on the profile
    • CRMExact email matchCONFIRMED
  3. 03

    Put it where the call starts

    Open the sourced timeline in the Glue Console. New CRM leads carry first, last and converting touch plus form answers. Looked-up company facts keep their source.

    CRM · NEW LEADDEMO
    • FIRST TOUCHSearch ad
    • CONVERTINGBooking form
    • COMPANYFrom the email domainLOOKUP
  4. 04

    Keep the story going after the call

    Add call results, deals and payments as your CRM records them. Booking changes and recorded email activity join the same timeline.

    TIMELINE · AFTER THE CALLDEMO
    • DAY 13CRM · Discovery call logged: qualified
    • DAY 14Email platform · Opened the ROI email
    • DAY 21CRM · Proposal sent

Her story, before the first word. In the Glue Console and in your CRM.

  • A profile for each prospect.Visits, forms, bookings, CRM steps and emails on one timeline, each with its source.
  • Leads with their source.Each new lead reaches your CRM with its first, last and converting touch and the form answers.
  • Half-finished forms, kept.Recoverable leads: details typed but never sent, kept as unconfirmed evidence.
  • The result, counted.Call booked, then Deal signed, within 30 days. Every count opens to its rows.

Bring the call that started cold. We'll find where her history was hiding.

On the call, we find which systems hold your prospects' history today. In the Outcome Build, a dedicated team glues it into the profile your team opens before it dials.

Decide what to build first.

  • What the rep should see before the first call.
  • Which prospects to call first, from what they did.
  • Which recoverable leads deserve a follow-up.

Keep the context you build.

The same model can feed your LLM, BI tool or destination. We agree each connection in the build.

Scoped and priced to the outcome, agreed before work begins. No seat licences.

A straight answer on fit, whether you work with us or not.