BOOKIT FOR FORMS

Meet with inbound prospects faster

Accelerate pipeline and instantly book qualified meetings directly from your inbound channels with BookIt for Forms.

Activate Inbound Plays with No-Code, Drag-and-Drop Scheduling Automation

Turn the right inbound signals into a scheduled conversation. BookIt for Forms transforms static webforms into dynamic scheduling tools, connecting high-intent buyers with the right reps in minutes—not days. Eliminate friction and accelerate your speed to lead with intelligent scheduling.
COMPELLING INBOUND EXPERIENCES

Eliminate Back-and-Forth Emails

Stop losing prospects to scheduling delays. Empower buyers to instantly book meetings with the right team member directly from your webforms and chatbots, creating a seamless, modern buyer experience that drives conversions.

ACCURATE MATCHING & ASSIGNMENT

Orchestrate Every Meeting with Precision

Deliver a red carpet experience for every buyer. LeanData’s AI-powered engine matches form fills to existing CRM records with 95% accuracy, providing the full context needed to route prospects to the perfect rep, every time.

  • Automated routing using territory, account ownership, or custom rules.
  • Customize workflows with a simple drag-and-drop interface.
  • Match every form submission to existing CRM records for full context.
  • Assign meetings via Round Robin, territory-based rules, account matching, or to specific users.

 

FLEXIBLE CUSTOMIZATION

On-Brand and On-Point

Impress prospects and accelerate conversions with a scheduling experience that feels like a natural extension of your brand.

  • Customize booking pages with your company’s voice and branding.
  • Tailor meeting invites and reminders for a personal touch.
  • Create unique meeting types for demos, consultations, and more.
  • Connect your calendar, webforms, and conferencing tools for a unified process.
REPORTING & INSIGHTS

Optimize Inbound Performance with X-Ray Vision

Maximize the impact of your inbound motions with complete visibility into every scheduling outcome. Our platform provides the data you need to refine your GTM strategy and prove marketing’s impact on revenue.

  • Monitor KPIs for scheduling efficiency.
  • Gain a transparent view of every automated decision.
  • Understand and optimize your routing workflows.
  • Analyze scheduling data natively within Salesforce.
Decorative image of a LeanData Audit Log list, next to two analytics bubbles.
“Meetings could take 24 hours or more to schedule before. BookIt reduces that time so the SDR doesn’t even have to reach out, the prospect just books a meeting instantly.”
Yana Clark
Marketing Operations Manager, Alation

See Automated Scheduling in Action

Learn how you can modernize your GTM strategy to fuel buyer interactions and drive efficient growth.

Proven Results for Inbound Conversion

LeanData enables businesses to intelligently route leads to the right reps, turning inbound interest into measurable pipeline.


20 %

increase in inbound lead conversions (2024 BookIt Customer Survey)

46 %

improvement in average time to first qualified call (2024 BookIt Customer Survey)

82 %

reduction in lead response times (2024 BookIt Customer Survey)

54 %

conversion rate for meetings booked through BookIt for Forms (2024 BookIt Customer Survey)