What’s New with LeanData Product Webinar – March 2023

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Watch as the LeanData Product team walks through the latest updates to the Revenue Orchestration Platform and BookIt to set you up for success this year!

You’ll learn how the latest updates:

  • Improve Speed to Lead with Group Booking and the Meetings Metrics Dashboard in BookIt
  • Improve flexibility and Enrichment via Hold Until and new integrations with Cloudingo and Crossbeam
  • Increase Accuracy with Custom Match Fields and Related Record updates


2:52 – BookIt Forms: Group Booking

6:36 – BookIt Forms: Meeting Metrics Dashboard

12:01 – BookIt Form: Scheduling Experience Redesign

17:02 – Integrations: Crossbeam

21:33 – Integrations: Cloudingo Deduplication

25:05 – Integrations: Enrichment via Hold Until

28:19 – Routing: Object Variables

32:21 – Routing: Get Records

36:55 – Routing: Related Records Updates

40:32 – Routing: Dynamic Pools Bulk Sync

42:35 – Matching: Custom Match Fields

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