Customer Education

Microsoft Teams Integration Re-Authorization Notice 2025

1. Admin
2. FAQs

Action Required: Prevent Microsoft Teams Integration Service Interruption by October 30th, 2025If your organization uses the LeanData Microsoft Teams integration, please take action before October ...

• Edited August 18, 2025 20:56
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August 2025 - 4.2.x Release Notes

1. Release Notes
2. Matching-Routing & BookIt

Table of ContentsRevenue OrchestrationDemandbase Action NodeBookIt PlatformEnhanced Dynamic Links CapabilitiesGeneral Product Enhancements Revenue OrchestrationDemandbase Action NodeSeamlessly trig...

• Edited August 14, 2025 00:38
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July 2025 - 4.0.x Release Notes

1. Release Notes
2. Matching-Routing & BookIt

Table of ContentsRevenue Orchestration Google Calendar Vacations Sync Custom Logic for Sales Engagement Multi-Graph for Any Object Routing Graph API Enhancement BookIt Platform Meeting Type Editor ...

• Edited July 29, 2025 16:52
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LeanData-Demandbase Send Data Action Node FlowBuilder Integration

1. Orchestration
2. Routing

Contents: Overview Benefits How it Works Prerequisites Setup Instructions: Connecting to Demandbase Using the Demandbase Action Node in FlowBuilder Node Configuration   Overview Seamlessly integr...

• Edited August 11, 2025 17:48
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May 2025 - 3.3.x Release Notes

1. Release Notes
2. Matching-Routing & BookIt

Minor Product Enhancements At LeanData, we are constantly working to enhance your flexibility and ease of use. Below are the latest enhancements we've made to LeanData to help you achieve better re...

• Edited May 23, 2025 23:29
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BookIt - Custom Email Domain Setting

1. BookIt
2. General BookIt Guides

Contents Overview Setting Up a Custom Email Domain Requirements Terminology Configuration Steps SPF Configuration DMARC Configuration Custom Domain Status Notifications Troubleshooting FAQs  Overvi...

• Edited July 28, 2025 22:23
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April 2025 - 3.2.x Release Notes

1. Release Notes
2. Matching-Routing & BookIt

Minor Product Enhancements At LeanData, we are constantly working to enhance your flexibility and ease of use. Below are the latest enhancements we've made to LeanData to help you achieve better re...

• Edited April 24, 2025 22:12
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BookIt for Forms - Chatbot Integration with Drift - Smart Booking Link

1. BookIt
2. BookIt-Drift Implementation Guides

Contents Overview Setup Create a Custom Data Attribute In Drift Configuring the Smart Booking Link Base Link Routing Data Query Parameters New Chat Prospect Trigger Node Webpage Setup ...

• Edited August 30, 2025 00:02
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Buying Groups - LeanData Blueprint Installation Guide

1. Buying Groups
2. Buying Groups - Blueprint

Overview LeanData Blueprint is a powerful analytics solution that helps companies identify and analyze buying groups within their Salesforce instance. Blueprint leverages LeanData's best-in-class...

• Edited March 31, 2025 15:54
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Buying Groups Edition - General Settings Guide

1. Buying Groups
2. Buying Groups Edition

Contents Overview Key Definitions Journeys Segments Main Segment Page Settings Creating and Configuring Segments Member Configuration Signal Configuration Journey Configuration General Settings Re...

• Edited October 27, 2025 19:55
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