What are Guided Nodes?
LeanData’s unique node-level integrations let you add or swap third-party tools with drag-and-drop simplicity and no need to manage multiple APIs. Below are two types of guided nodes that are relevant to these new integrations:
- Guided Trigger Nodes surface “suggested” fields to easily configure how you trigger LeanData Routing, based on key signals such as person enrichment data, intent, and job movements.
- Guided Update Nodes surface “suggested” fields to easily update your lead and contact records in Salesforce, which trigger the right plays from technologies in your RevTech stack.
Signal Integrations
Clearbit, Cognism, Generic Enrich, & UserGems
Enrichment Signals
Accelerate speed-to-lead and boost sales efficiency with the powerful combination of intelligent automation and complete enrichment data. Leverage LeanData’s enrichment integrations with leading providers like Clearbit and Cognism to instantly qualify and route enriched Leads and Contacts to the right rep, with up-to-date information to drive relevant engagements. Here are the new features to look out for:
Clearbit Enrichment Trigger Nodes
Orchestrate real-time Clearbit enrichment data in Salesforce to accelerate speed-to-lead. Drag-and-drop the new Clearbit Trigger nodes into your Lead or Contact Router graph and leverage the suggested Clearbit fields to instantly route enriched records to the right rep, with real-time data to ensure relevant follow-ups. Available in Version 1.577 and above.
Cognism Enrichment Trigger Nodes
Drive relevant conversations by orchestrating Cognism’s quality contact data in Salesforce. Drag-and-drop the new Cognism Trigger nodes into your Lead or Contact Router graph and leverage the suggested Cognism fields to instantly route enriched records to the right rep, with up-to-date data to initiate personalized outreach. Available in Version 1.584 and above.
Generic Enrichment Trigger Nodes
Have an enrichment solution that’s not listed here? Leverage the Generic Enrich Trigger nodes in LeanData Lead and Contact Router to automatically route records enriched by your trusted vendor. This applies to all enrichment and intent vendors that populate Salesforce fields such as SalesIntel, Crunchbase, Zoominfo, Bombora, Lusha, and more! Simply add your enrichment vendor’s Salesforce Field as a condition in the New and/or Updated Generic Enrich Trigger nodes to get started! Available in Version 1.584 and above.
Use Cases:
- Speed-to-Lead: Accelerate speed-to-lead by triggering lead and contact assignment as soon as enrichment completes. Instantly get hot inbound leads and contacts to the right rep, with complete information to guide their next best action.
- Maximize Rep Efficiency: Eliminate time wasted on manual prospect research and data triage. Ensure your reps are always armed with accurate information for their outbound prospecting efforts with leads and contacts – no matter if they come from trade shows, list uploads, webinar attendees, digital contact interactions and more!
Contact Tracking Signals
Orchestrate personalized plays around your most valued buyers’ job movements to accelerate pipeline and increase revenue. This integration leverages UserGems Contact Tracking solution which tracks your most valued Leads and Contacts, notifies you when they switch jobs, and creates new records in Salesforce with their updated information. Therefore, when high-value buyers switch jobs, the UserGems Trigger nodes enable you to automatically route UserGems Leads and Contacts to the right rep, with all the information they need to leverage their existing relationship! Available in Version 1.581 and above.
Use Cases:
- Accelerate Lead Qualification: If a UserGems Lead matches an Account that fits your ideal customer profile (ICP), automatically convert the Lead and assign them to the right rep.
- Drive Repeat Business: Automatically route past buyers to the right rep, with tailored notifications detailing a contact’s previous history, along with their new role, title, and company. Take it one step further by tailoring personalized sequences/cadences to past prospects and customers, and automatically adding them to your sales engagement platform (Outreach, Salesloft, Sales Engagement).
Play Integrations
Sendoso, Kronologic
Direct Mail Plays
Orchestrate personalized gifting plays at scale for your most valued prospects and customers. Automatically route leads and contacts to the right rep, and leverage the Sendoso Update node to add them to the right Sendoso gifting campaign (Touch). Simply drag-and-drop the Sendoso Update node into your Lead or Contact Router graph and use the suggested Sendoso fields to select which gifts your prospects or customers should receive. Available in Version 1.584 and above.
Use Cases
- Enhance ABM Strategy: Automatically match leads to accounts and identify key personas within your strategic account list. Route them to the right rep and kick off an outbound gift campaign to send unique gifts on behalf of your sales team.
- Personalize Campaign Follow-Ups: Automatically route campaign-engaged leads and contacts to the right rep, and trigger Sendoso to send a personalized gift.
- Influence Sales Cycles: Accelerate the deal cycle by routing key contacts in a high-ACV buying cycle to the right rep, and kicking off Sendoso to send a gift that will make you stand out from the competition.
- Customer Onboarding: Develop brand loyalty and increase retention by sending personalized gifts to key contacts in a buying group as part of the customer onboarding experience.
Engagement Plays
Get meeting-ready prospects into the right reps' hands and automatically negotiate meeting times without having them lift a finger! Route engaged Leads and Contacts to the right rep, and configure the Kronologic Update node to signal Kronologic’s Scheduling AI assistant to negotiate available meeting times on your reps’ behalf. This capability leverages Kronologic’s Salesforce integration, by stamping a field update on the Lead/Contact which will trigger Kronologic’s Scheduling AI. Navigate to Available in Version 1.584 and above.
Use Cases
- Speed-to-lead: Eliminate time spent chasing leads by instantly routing hand-raisers to the right rep and triggering Kronologic’s AI to send personalized calendar invites, follow-up emails, and negotiate any scheduling conflicts.
- Campaign Follow-Ups: Route all engaged campaign members from a recent industry event, webinar, or tradeshow to the right sales rep, then trigger Kronologic’s AI to send a timely, tailored email to set up a meeting.