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LeanData Learning Center

Whether you’re just getting started with LeanData or looking for new ways to enhance workflows, we’ve got user-friendly resources including live trainings, video tutorials, and much more.

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LeanData Getting Started webinar

Get Started with LeanData

This webinar will help you quickly learn the basics of LeanData’s matching and routing capabilities while laying the groundwork for more complex solutions down the road.
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Get Certified with LeanData

Our certification course is an advanced deep dive to help you unlock the full potential of LeanData. Recommended for all admins.
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Tips & Tricks videos

Short tutorials on setting up LeanData to support common use cases.

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Use AI to Classify Lead Quality from Open-Ended Form Responses

This video shows how to configure LeanData’s AI Inference Node to interpret unstructured form…
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Reference Parent Accounts with the Account Hierarchies Match Node

This video walks through how to use the Account Hierarchy Match Node in LeanData FlowBuilder to…
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Setting Up a Data Table for Routing

Do you have a visually cluttered graph? Learn how to set up a Data Table in LeanData to consolidate…
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Resources

Explore resources designed to help you get the most out of LeanData

The Ultimate BookIt Deep Dive

Hear directly from LeanData customers using BookIt, LeanData’s automated scheduling solution.
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Graph Optimization Toolkit

LeanData’s Graph Optimization toolkit lays out practical recommendations for building, maintaining,…
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LeanData for Events: The Ops Playbook

Events introduce massive operational complexity, but intelligent GTM orchestration turns chaos into…
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Product Webinars

Walkthroughs of the latest updates to the Revenue Orchestration Platform and BookIt

What’s New with LeanData Product Webinar – March 2026

Watch as the LeanData Product team walks through the latest updates to the LeanData platform.
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What’s New With LeanData: Product Edition | November 2025

Explore LeanData’s latest updates across Buying Groups, Orchestration, and BookIt—built to…
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What’s New With LeanData: Product Edition | August 2025

Watch as the LeanData Product team walks through the latest updates to the Revenue Orchestration…
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Additional resources

Help Center

Need more assistance? Visit our help center for in-depth product documentation, release notes, FAQs, and contact support.
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LeanData integrations

Learn how LeanData unifies the platforms in your revenue tech stack into one seamless process to reimagine how you drive growth.
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