Video
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.
Video
Salesforce + LeanData = Security, Accuracy, Reliability
LeanData's tight integration with Salesforce creates better security, greater accuracy, and increased reliability in your CRM.
Video
How Lattice Instantly Passes Buyers to the Right Rep
Learn how SDRs at Lattice use BookIt Handoff to instantly book next steps meetings with AEs from the Contact page in Salesforce.
Customer Story
How Lattice Significantly Reduces Lead Response Time
How did Lattice reduce their lead response time to 10 minutes or less? Learn how LeanData automation significantly reduced speed to lead.
Video
Skip LeanData Routing on Bulk Uploads
When uploading a list, you may want to skip LeanData routing. Here is a way to exclude records from routing without affecting other records.
Video
Looking for a Value in a Multi-Select Picklist
Here are two ways you can set up your nodes to look for a one out of several options in a multi-select picklist.