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Solution Brief
Video
Get Started Quickly by Using Routing Templates
Setting up your graph? Get started quickly by using Routing Templates in LeanData to solve for some common routing use cases.
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Referencing a Prior Value in Routing
Need a way to remember and reference what a value was before LeanData updated it? Learn how to reference pre-routing values in notifications.
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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 decisions and actions into a single node.
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Referencing Entry Edges for Routing
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.
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Field-Specific Merging Preferences with Cloudingo
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.
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