The 2026 State of AI Go-to-Market Readiness Report
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Video
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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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.
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