LeanData’s integration with Salesloft allows a user to route prospects to the right reps.
Slack has transformed business communication– it’s the platform where work can happen.
Expertly target and engage high-value accounts when they’re ready to buy.
LeanData’s integration with Outreach allows a user to route prospects to the right reps.
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Learn how to automatically add and remove users from round robin pools as well as update user records in LeanData.
Learn how to set up a Data Table to increment a counter field every time a record passes through a routing graph.
When routing existing records through a LeanData, you may end up assigning a record to the User who already owns it. You may want to prevent unnecessary notifications when there are no net ownership changes.
When a Round Robin Pool member is unavailable, the other members of the Pool will typically be the backup. But if you want a different User — such as the intended recipient’s manager — to be the backup instead, here is a way to set up your graph to make that assignment.
Update notifications with ease by using variables to create and manage notification snippets throughout your graph.
Have you ever needed to provide reporting on specific graph branches to determine how many records passed through certain points of your Routing Graph? Here is how you can set up your LeanData graph to capture that data in an easily reportable way.
When you manage volume with recurring routing jobs in LeanData, you leave room to prioritize more time-sensitive routing first
Setting up your graph? Get started quickly by using Routing Templates in LeanData to solve for some common routing use cases.
Need a way to remember and reference what a value was before LeanData updated it? Learn how to reference pre-routing values in notifications.
Do you have a visually cluttered graph? Learn how to set up a Data Table in LeanData to consolidate decisions and actions into a single node.
LeanData Head of Training Kevin Au teaches you how to store the entry edge of a record so that you can use it in a later routing decision.
Combine LeanData's matching capabilities and FlowBuilder interface with the fine-grained merging capabilities of Cloudingo using the Cloudingo Merge Lead Integration Node in FlowBuilder.
