Contents:

• Overview
• Use Cases
• Prerequisites
• Installing the LeanData Integration in Salesloft
• Logging In to Salesforce
• Launching BookIt Handoff from the Person Smart Panel
• Inserting BookIt Invite Availability from the Email Composer
• Logging Out and Session Behavior
• Considerations
• Troubleshooting
• Summary

 

Overview

The LeanData Salesloft integration brings LeanData Scheduling into Salesloft so reps can book meetings without leaving the platform they prospect in. Once your admin installs the LeanData integration in Salesloft, reps get two scheduling surfaces:

• A BookIt button in the Salesloft Person Smart Panel, where reps launch BookIt Handoff to route and book a meeting with the right rep.
• A BookIt button in the Salesloft email and template composer, where reps insert BookIt Invite availability directly into the body of an email.

Both surfaces use the same routing logic, calendar availability, and Salesforce logging as scheduling from Salesforce, so meeting records and attribution stay consistent no matter where the rep starts.

Key terms

• BookIt Handoff: The LeanData Scheduling product a rep uses to hand a prospect off to another rep, with routing and rep suggestions determining who should take the meeting. See the BookIt Handoff Admin Guide.
• BookIt Invite: The LeanData Scheduling feature that lets a rep insert a set of bookable time slots into an email so the prospect can confirm a time in one click. See the BookIt Links - BookIt Invite Guide.
• Person Smart Panel: The Salesloft side panel on a person record that displays details and integration actions for that person.
• Person record: The Salesloft record that maps to a Salesforce Lead or Contact.

Use Cases

• Book a meeting during a live call. An SDR working a cadence in Salesloft qualifies a prospect and launches BookIt Handoff from the Person Smart Panel to book the routed account executive immediately, without opening Salesforce.
• Send availability when the prospect is not ready to book. A rep writing an email in Salesloft inserts BookIt Invite time slots so the prospect can pick a time from the email itself.
• Follow up as an account executive. An AE scheduling a follow-up from the Salesloft composer inserts their own availability rather than copying slots from another tool.
• Standardize scheduling across the team. A RevOps admin installs the integration once for the org so every rep has the same scheduling entry points, with routing behavior controlled by existing BookIt settings.

 

Prerequisites

Before reps can schedule from Salesloft, confirm the following:

• Your org has LeanData Scheduling with BookIt Handoff and, for the composer experience, BookIt Links enabled.
• Reps are authorized for LeanData Scheduling and have connected their calendars. See the BookIt Handoff Admin Guide for authorization steps.
• Reps have access to the Salesforce records they will schedule against. Record lookup runs under the rep's own Salesforce permissions.
• Salesloft people are synced with Salesforce so each person resolves to a Salesforce Lead or Contact.
• A Salesloft administrator is available to install the LeanData integration for the org.

 

Installing the LeanData Integration in Salesloft

A Salesloft administrator installs the integration once for the entire team. Individual reps do not need to install anything.

1. In Salesloft, navigate to User profile -> Settings -> Administration -> Integrations
2. There is a link to the Salesloft Marketplace on the top right of the page.
3. Clicking on the link will take you to the Salesloft Marketplace page.
4. Locate the LeanData integration.
5. Select Install and review the requested permissions.
6. Confirm the install to make the integration available to your Salesloft users.

After the install completes, reps see the BookIt button in the Person Smart Panel and the BookIt button in the email composer.

 

Logging In to Salesforce

Each rep authenticates to Salesforce the first time they open BookIt inside Salesloft. The login happens inside the integration, so reps do not need a separate browser session or the Chrome extension.

1. In Salesloft, open a person record and select BookIt in the Person Smart Panel, or select the BookIt button in the email composer.
2. Select Log in with Salesforce.
3. Complete the Salesforce login and approve access.

After logging in, the rep's session is remembered for later visits. If a rep also uses the LeanData Chrome extension, login and logout stay in sync between the extension and the Salesloft integration, so a rep is always working in the same Salesforce org in both places.

 

Launching BookIt Handoff from the Person Smart Panel

1. In Salesloft, open the person you want to schedule for.
2. In the Person Smart Panel, select BookIt.
3. BookIt Handoff opens in a new browser tab with the person's information already populated from the matched Salesforce record.
4. Review the suggested reps. If Smart Rep Suggestions is enabled in your BookIt settings, routing runs and returns suggested reps. If it is disabled, Handoff opens in manual mode so the rep selects the host.
5. Select the rep and an available time, then complete the booking.

The Handoff experience matches the Handoff experience in Salesforce, including rep suggestions, round robin distribution, Instant Handoff, and post-booking updates to Salesforce. For details on each of those behaviors, see the BookIt Handoff Admin Guide.

 

Inserting BookIt Invite Availability from the Email Composer

Use BookIt Invite when the prospect is not ready to book live and you want to offer times in an email. The BookIt button is available in both the email composer and the template editor.

1. In Salesloft, compose an email to your prospect.
2. Place your cursor where the time slots should appear in the body of the email.
3. Select the BookIt button in the composer toolbar.
4. In the BookIt Invite panel, select the meeting type and the host whose availability you want to offer.
5. Select the time slots you want to present.
6. On the confirmation screen, review the slots and adjust the slot color if needed.
7. Select Insert to place the slots into the email body.

The inserted slots are bookable links. When the prospect selects a time, the meeting is booked and logged in Salesforce the same way it is for BookIt Invite sent from anywhere else. For the full Invite feature set, see the BookIt Links - BookIt Invite Guide.

The color defaults to the color configured on the meeting type. Changing it on the confirmation screen overrides the color for that email only and does not change the meeting type default.

 

Logging Out and Session Behavior

A logout control is always available inside the BookIt surfaces in Salesloft, so reps can switch Salesforce accounts without the Chrome extension.

1. Open BookIt from the Person Smart Panel or the composer.
2. Select Log out.

If the Chrome extension is installed, logging out in Salesloft does not log the rep out of the extension, and logging out of the extension does not log the rep out of Salesloft. Login state stays independent across both.

 

Considerations

• Record lookup runs under the rep's Salesforce permissions, so a rep can only schedule against records they can already see in Salesforce.
• Routing and post-booking Salesforce updates use your org's existing BookIt configuration. There is no separate routing configuration for Salesloft.
• Reps must be logged in to the Salesforce org connected to your Salesloft instance for person records to resolve.
• BookIt Handoff opens in a new browser tab from the Person Smart Panel rather than inside the panel itself.
• If your Salesloft instance blocks third party integrations, work with your Salesloft administrator to allow the LeanData integration.

 

Troubleshooting

Salesforce record not found

When a rep opens BookIt Handoff on a Salesloft person and LeanData cannot find a matching record, the following message appears:

Salesforce record not found. Make sure you're logged into the correct Salesforce account. If the problem persists, the record may not exist in this org yet.

Check the following:

1. Confirm the rep is logged in to the Salesforce org connected to your Salesloft instance. If not, log out of BookIt in Salesloft and log in to the correct org.
2. Confirm the Salesloft person is synced with Salesforce and has a matching Lead or Contact.
3. Confirm the rep has permission to view that Salesforce record.

The BookIt button does not appear

1. Confirm your Salesloft administrator installed the LeanData integration for the team.
2. Confirm the rep is authorized for LeanData Scheduling.
3. Refresh the Salesloft page or reload the person record.

 

Summary

The LeanData Salesloft integration puts BookIt Handoff in the Salesloft Person Smart Panel and BookIt Invite in the Salesloft email composer, so reps can route and book meetings without switching to Salesforce. A Salesloft administrator installs the LeanData integration once for the team, each rep logs in to Salesforce inside the integration, and scheduling behavior, routing, and Salesforce logging follow your existing BookIt configuration.

For questions or additional assistance, please contact LeanData Support.