Otto Can Help you find answers quickly!

LeanData’s Revenue Orchestration platform features flexible, easy, drag-and-drop workflows which seamlessly orchestrate data, processes and plays across Salesforce CRM and leading third-party applications in the revenue tech stack. 

With LeanData’s integrations, customers can now seamlessly:

• Ingest unique buyer signals with 6sense and UserGems. 
• Enrich records with 6sense, Clearbit, Cognism, SalesIntel and others.
• Improve data quality with Cloudingo. 
• Strengthen partner co-selling motions with Crossbeam. 
• Trigger cadences with Salesforce Sales Engagement, Salesloft and Outreach. 
• Send tailored calendar invites with Kronologic.
• Integrate gifting plays with Sendoso. 
• Deliver real-time notifications with Slack and Microsoft Teams. 

Our platform features integrations with industry leaders. For details please refer to the guides:

• 6sense - Orchestrating account-based motions based on 6sense intent signals has long been a powerful use case across LeanData & 6sense customers. With the LeanData & 6sense integration, we’re excited to introduce two new trigger nodes in Account Router that provide for seamless intent-based routing!
• Clearbit - Accelerate speed-to-lead by instantly routing Clearbit-enriched records to the right rep, with real-time data to drive relevant follow-ups.
• Cognism -Maximize rep efficiency by instantly routing Cognism-enriched records to the right rep, with actionable contact information they need to make the right engagement.
• Kronologic - Route engaged Leads and Contacts to the right rep, and signal Kronologic’s Scheduling AI assistant to negotiate available meeting times on your reps’ behalf.
• Microsoft Teams - LeanData’s integration with Microsoft Teams provides the ability to automate instant notifications that rapidly alert team members any time a record is assigned to them. Notifications can also be customized with relevant information to guide your reps’ next best action. The result? Faster time-to-revenue, greater SLA compliance and an improved buying experience.
• Outreach - LeanData’s integration with Outreach allows a user to route a prospect to the right rep with the appropriate context and then immediately queue the prospect for automated engagement.
• Salesloft - LeanData ensures a consistently prompt response from your sales team. Salesloft then enables sales reps to drive all 1-to-1 engagements with prospects and customers over emails, calls, or social media touches – all on one platform. This makes the day-to-day activities of reps more organized, systematic, and measurable. 
• Sendoso - Sendoso Update Nodes: Orchestrate personalized gifting plays at scale for your most valued prospects and customers. Automatically route leads and contacts to the right rep, and send a personalized gift on behalf of your sales team.
• Slack - Slack has transformed business communication. It’s the leading channel-based messaging platform, used by millions to align their teams, unify their systems, and drive their businesses forward.
• UserGems - UserGems Contact Tracking Trigger Nodes: Orchestrate personalized plays around your buyers’ job movements and drive repeat business by automatically routing UserGems Leads and Contacts to the right rep, with all the information they need to leverage their existing relationship.
• Cloudingo - The Cloudingo Integration instantly deduplicates Leads and Contacts as they’re routed through your graph, reducing any need for manual triage. Leverage the new Cloudingo node to select the duplicate record (i.e. Matched Lead) that will be used to merge with your routed record (i.e. Routed Lead). The two records will then be sent to Cloudingo and merged based on Cloudingo’s Merge Settings which can be configured to preserve values on a field-by-field level. A Cloudingo Enterprise subscription is required.
• Crossbeam - The Crossbeam node automatically surfaces valuable partner overlap data related to your Accounts and Opportunities that can be shared via Salesforce Tasks or instant notifications. Leverage this to provide sellers the context they need to effectively prioritize their activities and collaborate with key partners to close deals faster.
• Salesloft Rhythm - Create Plays using the buyer intent signals from LeanData to automatically prompt sellers to follow up on buyer activity when it matters most. Plays are prioritized by Conductor AI in the Salesloft Rhythm focus zone so that reps stay focused on the buyers and deals that are most likely to help them hit their number.
• Salesforce Sales Engagement - If you utilize Salesforce Sales Engagement, formerly known as High Velocity Sales (HVS), you can utilize the LeanData-Salesforce Sales Engagement Integration to automatically add Leads and Contacts to your Sales Engagement sales cadences for the most relevant outreach – directly from LeanData’s FlowBuilder interface.
• Gong - Route a prospect to the right rep with the appropriate context and then immediately queue the prospect for automated engagement, all from the LeanData FlowBuilder interface. After assignment by LeanData you can automatically add prospects to Gong based on intent signals and keywords for fast and effective outreach.
• Clari Groove - Orchestrate relevant engagements at exactly the right time.  With simple one-time set up steps and drag-and-drop nodes, revenue teams can instantly route, assign, and segment records to the right rep using LeanData and then import those orchestrated records into Groove Flows all in one place.