Routing
Node Guides
- Add Opportunity Team Members Node Guide
- Contact Routing - Contact2Account Match Node
- Routing - Assign a Contact Role Node Guide
- Account Routing - Route to Duplicate Account Guide
- Account Routing - Duplicate Account Match Node Guide
- Routing - Hold Until Node & Time to Action Tracker
FlowBuilder Partner Integrations
- Routing - LeanData - Outreach Flowbuilder Integration
- LeanData Router - LeanData - Salesforce Sales Engagement Implementation Guide
- LeanData Flowbuilder - Salesloft Integration Troubleshooting Guide
- LeanData Flowbuilder - Outreach Integration Troubleshooting Guide
- Routing - LeanData - Salesloft FlowBuilder Integration
- Routing - LeanData - Slack FlowBuilder Integration
User Guides
- Multi-Graph Routing - Implementation Guide
- Routing - Round Robin Overview
- Add Opportunity Team Members
- Routing - Any Object Routing Overview
- Routing - Any Object Routing Setup Guide
- Using Person Accounts in LeanData
FAQs
- Handling Enrichment with LeanData
- Paste Error When Copying and Pasting Nodes
- How Do I Stop or Pause Routing
- Routing Prioritization FAQ
- Routing - Sample Lead Routing Graph Templates
- Full Audit Log Links for Notifications