Instantly turn buyer signals into secured meetings

Empower your prospects to instantly book meetings with your reps using flexible and easy automation. BookIt’s drag-and-drop scheduling automation enables you to create compelling inbound experiences and handle B2B selling complexity at any scale. You can leverage your unique go-to-market logic to match each prospect to a rep, provide them with a selection of available meeting times, and allow them to immediately book time on your team’s Office/365 or Google Calendar.

 

Contents

• General BookIt Guides
• BookIt - Video Conferencing Integrations
• BookIt for Forms
• Booklt for Forms - Platform-Specific Implementation Guides
• Booklt for Forms - Node Guides
• BookIt Handoff
• BookIt Links

 

General BookIt Guides

BookIt Implementation Guide - The BookIt Implementation guide will help you get ready for your BookIt Implementation.

BookIt General Settings Guide - The BookIt General Settings Guide will help you configure the settings to allow BookIt to schedule meetings with your reps.

BookIt FlowBuilder Guide - The BookIt FlowBuilder Guide will help you build a router flow for your Prospects so they are routed to the right person to schedule a meeting with.

BookIt Metrics and Reporting Guide - The BookIt Metrics and Reporting Guide will help you build reports and dashboards using BookIt Metrics. 

Pooled Availability - Rather being assigned a rep and then presented with one rep's available times, a prospect can view the pooled availability of multiple reps first and get assigned a rep based on their chosen time preference.

Meeting Credits & Calibration for Count-Based Pools - BookIt gives you the ability to adjust the distribution of your Round Robin pools to accommodate new team members, ensure equity across meeting types or make up for cancelled or no show meetings.

BookIt Vacation Handling - BookIt can respect a rep's vacation availability and optimize availability leading up to and returning from vacations.

 

BookIt - Video Conferencing Integrations 

Use BookIt with one of the supported video conferencing platforms:

• LeanData BookIt - Zoom Integration
• LeanData BookIt - Google Meet Integration
• LeanData BookIt - Microsoft Teams Integration

 

BookIt for Forms

BookIt for Forms Custom Implementation - Instructions for custom implementations of BookIt for Forms.

How to Display the BookIt for Forms Calendar in an Iframe - Instructions for displaying the BookIt Calendar in an iframe instead of on a separate page.

BookIt for Forms - Chatbot Compatibility - Instructions for setting up BookIt to work with a chat platform.

LeanData BookIt Wordpress Plugin - LeanData’s official WordPress plugin serves as a tool to help attach BookIt to your form in just a few steps. This plugin is meant to serve as a tool during the implementation process and not as a complete replacement of our standard BookIt for Forms implementation process.

 

BookIt for Forms - Platform-Specific Implementation Guides

Here you can find Implementation Guides specific to the Marketing Automation or Form Providers LeanData supports:

• BookIt-Hubspot Implementation Guides
• BookIt-Marketo Implementation Guides
• BookIt-Pardot Implementation Guides
• BookIt-Eloqua Implementation Guides
• BookIt-Typeform Implementation Guides
• BookIt-Gravity Forms Implementation Guides
• BookIt-Unbounce Implementation Guides

 

BookIt for Forms - Node Guides

Trigger Nodes

New Prospect Node Guide -  The New Prospect Node Guide will help configure the New Prospect Node. This node is your entry point for routing a Prospect to a rep to schedule a meeting. This node will be mapped to your web form to create the Prospect variables we use for routing.

Match Nodes

Prospect to Lead Match Node Guide

Prospect to Account Match Node Guide

Prospect to Opportunity Match Node Guide

Prospect to Lead Dupe Match Node Guide

Prospect to Contact Dupe MatchNode Guide

Decision Nodes

True/False Decision Node Guide

Branch Node Guide

Action Nodes

Schedule with Matched Lead Node Guide

Schedule with Matched Account Node Guide

Schedule with Matched Opportunity Node Guide

Schedule with Duplicate Lead Node Guide

Schedule with Duplicate Contact Node Guide

Schedule with Explicit User Node Guide

Schedule with Round Robin Node Guide

Schedule with Territory Node Guide

 

BookIt Handoff

BookIt Handoff Guide - The BookIt Handoff Guide will overview the features and functionality of the LeanData BookIt Handoff product.

 

BookIt Links

BookIt Links - Admin Guide - Guide for those who will be the primary admin for LeanData BookIt in their organizations.

BookIt Links - User Guide (Non-Admin) - Guide for those who will be the primary admin for LeanData BookIt in their organizations.

BookIt Invite & Google Chrome Extension - Guide for those who will be the primary admin for LeanData BookIt in their organizations.