LeanData

Add and manage account teams and team members automatically

Automatically assign and manage contact roles on opportunities

No-code workflow builder that allows teams to create and adapt GTM processes without coding

Process data and automation jobs immediately as they occur

Automate lead conversion to contacts and accounts in Salesforce

Add and manage opportunity team members automatically

Process records and workflows in real-time or batched schedules

Automatically create records in Salesforce based on triggers and workflows

Schedule automation jobs and workflows to run at specific times

Automate GTM workflows and trigger actions across teams and systems based on buyer signals

Match contacts to accounts and related objects

Integrate data across systems, prevent duplicate records, and ensure data quality

Advanced matching capabilities to match leads to accounts with account data tagging

Match leads to accounts and uncover hidden relationships to understand buyer context

Identify and merge duplicate records in real-time and batch processes

Match leads to accounts and identify which account a lead belongs to

Automatically tag leads with matched account information for context

Route leads based on account-based marketing strategies and account assignment rules

AI-powered intelligent routing of leads and contacts to the right sales representatives

Route leads based on campaign membership and associations

Route leads by identifying and managing duplicate records

Route leads and contacts based on related Salesforce objects

Distribute leads evenly across sales representatives using round-robin assignment

Route records based on Service Level Agreement parameters and response time requirements

Route leads based on sales territories and geographic assignments