LeanData’s visual FlowBuilder lets non-technical operators build sophisticated routing logic in minutes—no Salesforce Flows required.
What happens when you need to build complex routing infrastructure but you’re not a developer? For Linzy Cote, Revenue Operations Manager at Traliant, the answer was LeanData.
In this clip, Linzy walks through how LeanData’s graph-based FlowBuilder gives her the power to manage cross-object routing—contacts, leads, accounts—through a visual, intuitive interface. No code. No dependence on a Salesforce admin to build and maintain flows. Just clear, logical nodes that make it obvious what each step is doing and why.
The result: her Salesforce admin stays focused on high-priority CRM work, and she can move fast without waiting on anyone.
“”I’m able to build out this really complex infrastructure in a way that is very simplified and very intuitive. And I’m able to have our Salesforce admin focus on all of those other high-level things.””Linzy Cote
That’s the LeanData difference—enterprise power without the enterprise complexity.
Catch the full conversation here.
