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Table of Contents

Revenue Orchestration

• NotifyPlus Individual User Action Tracking
• Integration: Salesloft & Outreach

BookIt Platform

• BookIt Links: Single Use Links
• BookIt for Forms: Webform Setup Tool
• BookIt Handoff: SFDC Event Customization
• BookIt Links: SFDC Event Subject Customization

General Product Enhancements

 

Revenue Orchestration

NotifyPlus Individual User Action Tracking

The new NotifyPlus Individual User Action Tracking feature now enables individual users to authorize their Salesforce tokens to ensure that any updates they make to Salesforce via Slack NotifyPlus Action Notifications are correctly attributed to them. 

This capability ensures updates are attributed to the specific Salesforce user making the change, configured through the NotifyPlus Salesforce Authorization Settings. 

Who: Available with NotifyPlus  packages of the LeanData Revenue Orchestration Platform

How: Navigate to Integrations → Routing → NotifyPlus for Slack and Slack Notifications to configure your NotifyPlus Salesforce Authorization Settings

Learn: For more information please see our LeanData NotifyPlus Slack Integration Guide. 

Use Cases: 

• Improve Visibility: Managers gain comprehensive insights into team actions and can quickly identify and resolve issues.
• Enhanced Accountability: Seamlessly attribute Salesforce updates made via Slack to the correct user, ensuring accurate tracking of activity

 

Integration: Salesloft & Outreach

Say goodbye to the hassle of outdated ownership! Our new update allows ownership to be updated directly in the Add to Cadence or Add to Sequence node. No delays or workarounds—just real-time synchronization for smooth prospect management.

Use Cases: 

• Accelerate GTM Speed: No more reliance on cumbersome Hold Until nodes or manual interventions.
• Improve Data Accuracy: Seamless ownership synchronization eliminates outdated information.

Who: Available with Basic, Advanced or Premium packages of the LeanData Revenue Orchestration Platform

Learn: For more information please see our guides on our Salesloft & Outreach Integrations

 

BookIt Platform

BookIt Links: Single Use Links

Easily copy and share single use meeting links. With this new functionality, users can share meeting links that would only allow customers to book one meeting. By limiting meeting access, single use links can help prevent unauthorized or repeat bookings that can limit users’ availability.

Who: Available with BookIt Links

How: Navigate to BookIt > BookIt Links > My Links & click on the dropdown on the Copy Link button to copy a single use link.  

Learn: For more information please see our guide on BookIt Links - Single-Use Links.

Use Cases:

• Customer Support: Allow customer support reps to provide customers with a single use link to schedule an ad hoc support call.
• Onboarding: During customer onboarding, allow reps to share a single use link to schedule a call around a specific onboarding phase or task.
• Promotional Events: Enable reps to share a single use link that allows a prospect or customer to book a call specific to the promotion.

 

BookIt for Forms: Webform Setup Tool

Streamline the process of implementing BookIt for Forms with a new interactive and dynamic user experience. Easily generate the necessary code snippets and apply it to a webform to reduce time and resources spent on implementation.

Who: Available with BookIt for Forms

How: Navigate to BookIt > BookIt for Forms > Webform Setup to begin using the tool.

Learn: For more information please see our BookIt for Forms - Webform Setup Tool Guide.

 

BookIt Handoff: Salesforce Event Customization

Allow sales reps to easily access the information they need to sell effectively, enable better reporting, and allow for more automation. With this update, Salesforce Events created by BookIt Handoff can be customized with additional variables, allowing sales reps to quickly understand what a handoff meeting is about. Revenue teams can also leverage this data for more in-depth reporting on meetings created through BookIt Handoff and automate more processes.

Who: Available with BookIt Handoff

How: Navigate to BookIt > Settings > BookIt Handoff > Advanced > Create Salesforce Events > Create Lead/Contact Event

Learn: For more information please see our BookIt Handoff Admin Guide.

 

BookIt Links: Salesforce Event Subject Customization

Deliver more meeting context upfront, enable more in-depth reporting, and drive automation based on scheduled meetings. With this update, Salesforce Events created by BookIt Links can be customized with additional variables in the subject line. This allows revenue teams to better report on meetings created through BookIt Links and automate more processes.

Who: Available with BookIt Links

How: Navigate to BookIt > Settings > BookIt Links > Create Salesforce Events

Learn: For more information please see our BookIt Links Admin 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 Routing to help you achieve better results. Please see in the parenthesis which LeanData packages each enhancement applies to:

 

Round Robin Next Up View: Take the guesswork out of scheduling with our new “Next Up” Visibility feature for Round Robin pools. Now, pool members can easily see who is next in line for leads or opportunities, reducing admin overhead and enabling faster follow-up.

(LeanData Revenue Orchestration Platform)

DTBR Date/Time Support: Customers can now map input columns to date/time fields for easy reference when making decisions in the DTBR nodes. 

(LeanData Revenue Orchestration Platform).