See why Palo Alto Networks selected LeanData to orchestrate their buying groups motion.

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BOOKIT FOR FORMS

Meet with inbound prospects faster

Accelerate pipeline and instantly book qualified meetings directly from your inbound channels.

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Decorative image of a demo being scheduled from a demo request form, then creating a meeting with a rep.

Activate inbound plays with no-code,
drag-and-drop meeting scheduling automation.

COMPELLING INBOUND EXPERIENCES

No more back-and-forth emails

Empower prospects to instantly book meetings with the right team member directly from your webforms and chatbots.

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ACCURATE MATCHING & ASSIGNMENT

Unrivaled Precision,
Unbeatable Results

Give every buyer the red carpet treatment that they deserve by looping in the right specialists for each meeting, every time.

  • Automate based on your unique business logic
  • Build & adjust using a drag-and-drop flow builder 
  • Match form fills to CRM records for complete context
  • Assign meetings by Round Robin, Territory, Account match, or explicit users
Decorative image of a laptop showing a LeanData routing flow. A demo request being submitted and being routed to the correct team.
FLEXIBLE CUSTOMIZATION

On-brand and on-point

Impress prospects and accelerate lead conversion with a seamless on-brand experience. 

  • Let your brand & voice shine
  • Personalize invites & reminders
  • Customize meeting types
  • Integrate with your favorite tools. Connect your calendar, webforms, conferencing, and more!
Decorative image showing a calendar, selection of meeting time length, color customization, and Email reminder settings
REPORTING & INSIGHTS

Optimize with X-Ray Vision

Maximize the impact of your inbound plays with full visibility into every scheduling outcome.

  • Metrics dashboards
  • Detailed audit logs 
  • Visual flow insights 
  • Native Salesforce reports 
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
LeanData products

See LeanData in action

Learn how you can modernize your Revenue Orchestration to fuel buyer interactions and growth

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Increase conversion rates with LeanData

Enabling businesses to intelligently deliver leads to the right rep through modern Revenue Orchestration

4% increase inbound/outbound lead revenue and enable go-to-market agility
12% improve conversion rates with faster inbound/outbound lead routing
46% Improvement in average time for a lead to Qualified First Call
20% reduce revenue loss from inaccurate lead routing