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Table of Contents

BookIt

• Customizable Calendar Invites
• Integration: Eloqua Marketing Automation
• Automatic Language Detection
• BookIt Links: BookIt Invites & Google Chrome Extension
• BookIt for Forms: Chatbot Compatibility
• BookIt Links: Round Robin Availability Links
• Integration: Microsoft Teams

Revenue Orchestration Platform

• Integration: Gong Engage
• Integration: Salesloft Rhythm

General Product Enhancements

• Routing Graph Organizer (Revenue Orchestration & BookIt)
• Scheduled Syncs for Conditional Pools (BookIt)

 

BookIt

Customizable Calendar Invites

Incorporate your brand and voice in the Google and Microsoft Calendar Events that are created when you book with any of our BookIt products! Add meeting agendas, helpful links, and more into the calendar event so that buyers have all of the context they need before meeting with you and your team, for any meeting type.

Who: Available for customers with any LeanData BookIt product

How: Navigate to BookIt > Meeting Types > Meeting Type Management and configure your calendar event customization by creating or editing meeting types. 

Learn: For more information please see the BookIt Settings Guide.

 

Integration: Eloqua Marketing Automation

Connect your BookIt forms to Eloqua Marketing Automation and webforms!  If your marketing organization uses Eloqua, then you can now use LeanData to instantly book meetings between qualified leads and the right rep, at any scale.

Who: Available for customers with LeanData BookIt for Forms.

 

Automatic Language Detection

Create thoughtful experiences for your prospects that live around the world! BookIt now automatically detects the location of your prospects and shows the scheduling experience in the language of the Country they’re visiting your site from.

Who: Available for customers with LeanData BookIt for Forms.
 

BookIt Links: BookIt Invites & Google Chrome Extension

Book meetings faster and in fashion by sending a BookIt Invite! You can now curate and embed preferred meeting times directly within your emails, Outreach Sequences, and Slack messages, empowering invitees to seamlessly schedule at the perfect time. BookIt Invites can be created directly in LeanData or via our new Chrome Extension that provides the fastest way to schedule meetings as you work.  

Who: Available for customers with BookIt Links.

How: Navigate to LeanData > BookIt > BookIt Invite to get started, and download the Google Chrome Extension via the Chrome Web Store.

Learn: For more information please see the BookIt Invite & Google Chrome Extension Guide. 

Use Cases:

• Send Times For a 1-1 Meeting: Guide invitees to book a time that works best for your schedule. Select your preferred time slots and easily embed them in your email for the most seamless scheduling experience. 
• Send Times for a Group Meeting: Make group scheduling a breeze. Easily view and propose shared time slots across your team members (e.g. SDR and AE) within an email, eliminating any need for manual coordination or back-and-forth. 

 

BookIt for Forms: Chatbot Compatibility

Extend the power of BookIt to your chatbot! You can now instantly qualify, match, and schedule meetings directly from chat providers such as Qualified and Drift. Leverage the New Chat Prospect trigger node within the BookIt for Forms FlowBuilder to customize your scheduling logic based on your unique business needs, and optimize with a clear log and view into every scheduling outcome. 

Who: Available for customers with BookIt for Forms. 

Learn: For more information please see the BookIt for Forms - Chatbot Compatibility Guide.

Use Cases:

• Use Chat Data to Improve Assignments: Automatically assign the very best rep, referencing contextual chat data stored by your chat provider (e.g. Name,  Email, Industry, Product Interest, Zip Code, and more!) to enhance decisions made in your scheduling automation. 
• Deliver Consistent Experiences: Provide a seamless, on-brand scheduling experience across your channels! Manage your scheduling logic for webforms and chat in one place, and ensure consistent messaging across your confirmation emails, invites, reminders, and more! 
• Report on Scheduled Meetings: With all of BookIt’s reporting capabilities at your fingertips, immediately start reporting on scheduling outcomes and provide clearer visibility into meeting metrics driven by your automated chat scheduling.  

 

BookIt Links: Round Robin Availability Links

Maximize meeting conversion rates by sharing a Round Robin Pool’s availability via a booking link! Empower buyers to quickly schedule time with the first available round robin pool member and get up and running quickly by using the LeanData round robin pools you have in place today.

Who: Available for customers with BookIt Links.

How: Navigate to LeanData > BookIt > Pools to get started. 

Learn: For more information please see the BookIt Links - User Guide.

 

Integration: Microsoft Teams

Instantly generate a unique Microsoft Teams meeting link as soon as a meeting is booked with LeanData BookIt!

Who: Available for customers with BookIt for Forms, BookIt Handoff, or BookIt Links. 

How: Navigate to LeanData > Integrations > Microsoft Teams to get started. 

Learn: For more information please see the LeanData BookIt - Microsoft Teams Integration Guide.

 

Revenue Orchestration Platform

Integration: Gong Engage

Personalize your Sales outreach with the new Gong Engage. LeanData’s integration with Gong Engage allows a user to route a prospect to the right rep with the appropriate context and then immediately queue the prospect for automated engagement, all in one system.  After assignment by LeanData they are automatically added to Gong based on intent signals and keywords for fast and effective outreach with no manual input required. 

Who: Available for customers with Advanced or Premium Platform package

How: Navigate to LeanData > Integrations > Gong Engage to get started. 

Learn: For more information please see the Gong Engage Add to Flows Guide.

Use Cases:

• Improve Rep Productivity: Automatically add inbound leads based on campaign source to the right Gong Flow in the right rep's name.
• Automatic Prioritization: Add less engaged leads based on title or persona to the right Gong Flow for any outbound communication. 

 

Integration: 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.

The Rhythm integration shares the following buyer intent signals with Salesloft:

• Relevant campaign activity data for contacts associated with all active opportunities 
• Relevant campaign activity data for all contacts associated with priority accounts 

Use Cases:

• Opportunity Prioritization: Quickly see activity occurring within open opportunities to react quickly to changes in the buying cycle. 
• Enhance Task Details: Precede this node with a Get Records node, pulling important details from other records such as Opportunities, so that sales reps can quickly view all important context. 

Who: Available for customers with Advanced or Premium Platform package

How: Navigate to LeanData > Integrations > Salesloft to get started. 

Learn: For more information please see the Salesloft Rhythm Integration Guide.

 

General Product Enhancements

At LeanData, we are constantly working to enhance your flexibility and ease of use. Below are the latest enhancements we've made to LeanData to help you achieve better results. Please see in the parenthesis which LeanData packages each enhancement applies to:

 

Routing Graph Organizer

Reduce the complexity of your graphs and the time spent maintaining them, all while increasing their sophistication with Graph Organizer.  You can now use colors to collapse and expand sections on your graph to more easily understand the portion of the graph you're working on and view different sections of your graph at one time. 

(LeanData Revenue Orchestration Platform: Advanced, & Premium packages and LeanData BookIt)

 

Scheduled Syncs for Conditional Pools

LeanData BookIt Admins can now automatically update their BookIt Conditional Round Robin Pools on a scheduled basis, saving time on manual maintenance and ensuring their pools stay up-to-date as their revenue team changes. 

(LeanData BookIt: BookIt for Forms, BookIt Handoff, BookIt Links)