BookItOverview of LeanData BookIt: automated scheduling and meeting booking built into your Salesforce routing.Aug 18, 2026Knowledge
InformationTitleBookItURL NameBookit6901e434cf8c1Step-by-StepInstantly 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 GuidesBookIt - Video Conferencing IntegrationsBookIt for FormsBooklt for Forms - Platform-Specific Implementation GuidesBooklt for Forms - Node GuidesBookIt HandoffBookIt 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 IntegrationLeanData BookIt - Google Meet IntegrationLeanData 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 GuidesBookIt-Marketo Implementation GuidesBookIt-SalesForce Marketing Cloud (Pardot) Implementation GuidesBookIt-Eloqua Implementation GuidesBookIt-Typeform Implementation GuidesBookIt-Gravity Forms Implementation GuidesBookIt-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.