BookIt Follow
Welcome to the BookIt Homepage
Instantly turn buyer signals into secured meetings
Empower prospects to instantly book meetings with your reps using flexible and easy automation. BookIt’s drag-and-drop scheduling automation enables you to create compelling inbound experiences and handle B2B selling complexity at any scale. You can now leverage your unique go-to-market logic to match each prospect to a rep, provide them with a selection of available meeting times, and allow them to immediately book time on your team’s Office/365 or Google Calendar.
Here you will find links to all the BookIt documentation:
User Guides
BookIt Settings Guide - The BookIt Settings Guide will help you configure the settings to allow BookIt to schedule meetings with your reps.
BookIt Calendar Router Guide - The BookIt Router Guide will help you build a router flow for your Prospects so they are routed to the right person to schedule a meeting with.
BookIt Implementation Guide - The BookIt Implementation guide will help you get ready for your BookIt Implementation.
BookIt Metrics and Reporting Guide - The BookIt Metrics and Reporting Guide will help you build reports and dashboards using BookIt Metrics.
Node Guides
Trigger
New Prospect Node Guide - The New Prospect Node Guide will help configure the New Prospect Node. This node is your entry point for routing a Prospect to a rep to schedule a meeting. This node will be mapped to your web form to create the Prospect variables we use for routing.
Matching
Prospect to Lead Match Node Guide
Prospect to Account Match Node Guide
Prospect to Opportunity Match Node Guide
Prospect to Lead Dupe Match Node Guide
Prospect to Contact Dupe MatchNode Guide
Decision Nodes
True/False Decision Node Guide
Action Nodes
Schedule with Matched Lead Node Guide
Schedule with Matched Account Node Guide
Schedule with Matched Opportunity Node Guide
Schedule with Duplicate Lead Node Guide
Schedule with Duplicate Contact Node Guide
Schedule with Explicit User Node Guide
Schedule with Round Robin Node Guide
Schedule with Territory Node Guide
BookIt Handoff
BookIt Handoff Guide - The BookIt Handoff Guide will overview the features and functionality of the LeanData BookIt Handoff product.