Video
BookIt Handoff: How to Book SDR-to-AE Meetings Without Losing Momentum
This demo shows how BookIt Handoff keeps deals moving — booking the AE follow-up before the discovery call ends, and automatically scheduling the implementation kickoff the moment an opportunity is won.
Video
Inbound Form Scheduling: How BookIt Routes and Books the Right Meeting Instantly
This short demo shows how BookIt handles inbound form scheduling — matching the prospect to the right rep in real time and presenting their live calendar on the thank-you page, without any manual coordination.
Video
Use AI to Classify Lead Quality from Open-Ended Form Responses
This video shows how to configure LeanData's AI Inference Node to interpret unstructured form responses, classify lead quality as High, Medium, or Low, and use that output to drive downstream routing decisions.
Video
Reference Parent Accounts with the Account Hierarchies Match Node
This video walks through how to use the Account Hierarchy Match Node in LeanData FlowBuilder to retrieve parent or related accounts from your hierarchy and apply that data to downstream routing logic.
Video
The Future of GTM: Connecting AI SDRs to LeanData
Jake Thomas explains how Tealium plugged a new AI SDR agent directly into their existing LeanData architecture
Video
Removing Friction with LeanData Scheduling
See how Tealium uses LeanData Scheduling to let high-value prospects book meetings instantly on their website.