BookIt

Accelerate Every Interaction with Intelligent Scheduling

BookIt is LeanData’s intelligent scheduling solution, designed to streamline meetings and handoffs at every stage of the buyer journey. By connecting each prospect to the right rep, right away, BookIt empowers you to accelerate speed to lead, orchestrate meaningful interactions, and fuel efficient growth across your entire revenue process.

Explore the BookIt Suite

BOOKIT FOR FORMS

Meet with inbound prospects faster by instantly booking qualified meetings from webforms and chatbots.

  • Turn every inbound signal into a scheduled conversation — with no-code, drag-and-drop workflows
  • Match and assign based on territory, account owner, or custom business logic
  • Elevate conversion rates and speed time-to-meeting

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BOOKIT HANDOFF

Deliver precise, seamless handoffs by automatically scheduling the right team member at every stage.

  • Book meetings directly from Salesforce — across Leads, Contacts, Accounts, Opportunities, and Cases
  • Ensure every buyer is connected to the right team member, every time
  • Boost sales productivity and keep momentum high

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BOOKIT LINKS

Book meetings from anywhere, personalize every scheduling experience, and maximize agility.

  • Share individual or team booking links across any channel
  • Maximize a prospect’s booking options by sharing combined group availability
  • Tailor meeting types, invites, and reminders to your buyer’s preference

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Customer story highlights

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Rebuy Scales Revenue Operations with the LeanData Platform

Rebuy uses LeanData Orchestration and BookIt to optimize lead management and meeting scheduling, creating efficiencies across sales, success and operations.

8 hrs/ week Saved by each BDR
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Bitrise Revs Up Lead Routing and Meeting Scheduling with LeanData

A geographically dispersed operations team at Bitrise struggled to manage lead routing and scheduling in two different platforms. LeanData’s user-friendly interface and centralized platform offered a clear solution.

54% Conversion rate for meetings booked through BookIt for Forms
1 hour SLA implemented for webform conversions
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Global Workforce Management Leader Powers Revenue Process Transformation with LeanData

As Remote migrated from Hubspot to Salesforce, Molly Young knew that LeanData would be critical to execute their evolving go-to-market strategies.

80% Attendance rate for meetings booked through BookIt for Forms
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UserGems Implements LeanData and Integrations to Drive ABX Strategy

UserGems saves 10 to 20 hours a week that was formerly spent troubleshooting routing issues, writing custom Apex code or creating their own solution with standard Salesforce functionality. 

20 hours per week saved by RevOps
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Lattice Increases Speed to Lead by 50% by Leveraging the Full LeanData Platform

Lattice found that using multiple SaaS tools to manage lead lifecycle processes resulted in slow response times and unnecessary complexity. As a result, Lattice switched from Chili Piper to LeanData BookIt meeting scheduling as well as added greater functionality from the LeanData platform.

50% Increase in speed to lead

Turn Signals into Revenue

Matching

AI-enabled context for every meeting — 95%+ accuracy on any object, over 50% increase in matched signals

Assignments

Assign prospects to the best-fit rep instantly — saving 70% of triage time and reducing management overhead by 80%

Scheduling

Eliminate back-and-forth and get buyers on the calendar faster — over 95% reduction in scheduling time and 25% lift in conversion rates

Reporting

Gain full visibility into every scheduling action — with automated SLA tracking, full audit trails, scheduling insights

The BookIt Difference

Join 1,000+ innovative companies orchestrating GTM success with LeanData’s intelligent automation.
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Improve speed to lead and pipeline velocity, with a 50%+ increase in lead-to-meeting conversion

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Empower alignment and orchestration across Sales, Marketing, and Customer Service

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Deliver the seamless, buyer-centric experience modern revenue teams need to win