Router Node Documentation

Looking for help on LeanData’s Router Nodes? You’ve come to the right place. Nodes are the building blocks of LeanData’s Router tool. This section contains links to guides for each of the individual nodes.

 

Entry Nodes

• • New Entry Node Guide
    • The New Entry node is the starting point to route new Leads through a Lead Router flow. This guide is an overview of the New Entry node and includes the information needed to configure this node in FlowBuilder.
      
      
  • Updated Entry Node Guide
    • The Updated Entry node is the starting point for updated Leads through a Router flow. This guide is an overview of the Updated Entry node and includes the information needed to configure this node in FlowBuilder.
      

 

Decision Nodes

• Branch Decision Node Guide
  • The Branch Decision node allows you to create as many conditions as you need to test and sort your Leads down different router paths. Each new condition will add a new edge to the node. This guide is an overview of the Branch node and includes the information needed to configure this node in FlowBuilder.
    
    
• True-False Decision Node Guide
  • The True/False node is used to determine if a certain condition is met and then determine the path the Lead record should take. This guide is an overview of the True/False Decision node and includes the information needed to configure this node in FlowBuilder.

 

Action Nodes

• Assign Owner Node Guide
  • The Assign Owner Action Node gives you the ability to assign a record to a specific owner from your list of Users and Queues as part of the routing flow. This guide is an overview of the Assign Owner node and includes the information needed to configure this node in FlowBuilder.  
    
    
• Convert Lead Node Guide
  • The Convert Lead Node is designed to convert a Lead into a Contact record under a Matched Account. This guide is an overview of the Convert Lead node and includes the information needed to configure this node in FlowBuilder.
    
    
• Update Lead Node Guide
  • The Update Lead Node gives you the ability to populate 1 or more fields on a Lead record with a specific value or a value from another field. This guide is an overview of the Update Lead node and includes the information needed to configure this node in FlowBuilder.
    
    
• Convert Lead Node Guide
  • The Convert Lead Node is designed to convert a Lead into a Contact record under a Matched Account. This guide is an overview of the Convert Lead node and includes the information needed to configure this node in FlowBuilder.
    
    
• Create Account Node Guide
  • The Create Account Node is designed to create Accounts automatically as part of your Router flow. This guide is an overview of the Create Account node and includes the information needed to configure this node in FlowBuilder.
    
    
• Create Opportunity Node Guide
  • The Create Opportunity Node is designed to create Opportunities automatically as part of your Router flow. This guide is an overview of the Create Opportunity node and includes the information needed to configure this node in FlowBuilder. 
    
    
• Create Task Node Guide
  • The Create Task Node is designed to create Tasks automatically as part of your Router flow. This guide is an overview of the Create Task node and includes the information needed to configure this node in FlowBuilder.
    
    
• Send Notification Node Guide
  • The Send Notification Node gives you the ability to send Notifications to various users. This guide is an overview of the Send Notification node and includes the information needed to configure this node in FlowBuilder.

 

Match Nodes

• Lead2Account Match Node Guide
  • The Lead2Account Match node is used in the router flows to establish a match between a routed Lead record and an Account record. This guide is an overview of the Lead2Account Match node and includes the information needed to configure this node in FlowBuilder.

 

Partner Integrations

• Outreach FlowBuilder Integration
  • Customers who utilize both LeanData and Outreach can initiate Outreach actions within LeanData’s FlowBuilder interface. This guide will lead you through setting up the integration and configuring the FlowBuilder node.
    
    
• Salesloft FlowBuilder Integration
  • Customers who utilize both LeanData and Salesloft can now initiate Salesloft actions directly from LeanData’s FlowBuilder. This guide will lead you through setting up the integration and configuring the FlowBuilder node.
    
    
• Slack FlowBuilder Integration
  • Customers who utilize both LeanData and Slack can initiate Slack actions within LeanData’s FlowBuilder interface. This guide will lead you through setting up the integration and configuring the FlowBuilder node.