Customer Education
Articles
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How Do I Change the LeanData Integration User?
The LeanData Integration User is the user of record for actions performed in the LeanData scheduled job. The integration user can be the same user as the token user, or API user, but they do not n...
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July 2022 - 1.581 Release Notes
BookIt Seamless Authorization Your sales reps are busy and it’s our job to make sure they are spending their time on the most valuable activities. We’ve introduced upgrades to our authorization flo...
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BookIt General Settings Guide
Contents: Overview Meeting Types Creating a Meeting Type BookIt Routing Features BookIt General Settings BookIt for Forms Settings BookIt Handoff Settings BookIt Links Settings Overview LeanData’...
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November 2021 - 1.566 Release Notes
Routing Duplicate Account Matching & Routing You can now identify and route inbound duplicate accounts within Account Router! The new Match Duplicate Account node leverages LeanData’s proprietary F...
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Step 1: Getting to Know LeanData
Navigation Step 1: Getting to Know LeanData Step 2: LeanData Basics Step 3: LeanData Routing Step 4: Advanced LeanData Routing Step 5: Troubleshooting LeanData Introduction Let's start by find...
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April 2021 - 1.557 Release Notes
Improve Time to Response SLA Automation Take speed-to-lead and SLA management to a whole new level! LeanData can now hold records midway through your process until specified conditions are met or ...
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Routing - Hold Until Node & Time to Action Tracker
Contents: Overview Example Use Cases Configuring a Hold Until Node Selecting Your User for Tracking Setting Your Trigger Rules Setting an Expiration Time Evaluate while User is Working Using Trigg...
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Getting Started with LeanData
Welcome! If you are on this page it probably means you are new to LeanData. This page is a curated collection of guides to help you get started. Learning Resources LeanData Learning CenterWhether...
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Routing - LeanData - Slack FlowBuilder Integration
Contents: Overview Setting up LeanData-Slack Integration Authorizing Slack in LeanData Utilizing Slack Notifications in Flowbuilder Monitoring Appendix Overview Customers who utilize both Le...
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Cloudingo Merge Lead / Contact Node
Contents: Overview Customization Variable to Merge Advanced Settings Overview The Cloudingo Integration deduplicates Leads and Contacts as they’re routed through your graph, reducing any need ...