Contents:

• Overview
• Why Use Recursive Routing
• When Recursive Routing is Not Needed
• Considerations and Best Practices
• How to Enable Recursive Routing

 

Overview

By default, LeanData actions will not trigger other LeanData automations. This prevents unintended routing or infinite processing loops. However, if you have a scenario where you may need to trigger LeanData routing from a different LeanData action, you can request that the LeanData team enables recursive routing for your instance of LeanData.

 

Why Use Recursive Routing

You may need recursive routing if you want to use LeanData actions to trigger other LeanData automations. Common scenarios include:

• Initiating routing on a merged record after LeanData merges two duplicates.
  • Please see Continuing Routing After a Merge.
• Initiating an additional pass through the routing graph on the same record.
• Multi-graph scenarios when triggering one business unit's graph from a different business unit graph.
  • Note: Multi-graph routing is a paid add-on.

 

When Recursive Routing is NOT Needed

There are specific scenarios where Recursive routing is not necessary, such as:

• Initiating Contact Router when Leads are converted.
• Initiating Account/Opportunity router through Create Account/Opportunity Action nodes.
• Using the Update Record node specifically to perform an action on a different (related) record.

 

Considerations and Best Practices

When enabling recursive routing, keep these important factors in mind:

• Carefully design your routing to avoid creating infinite loops.
• Watch for unintended routing paths - ensure your graph's trigger conditions aren't inadvertently triggered by LeanData updates unless specifically intended.
• Consider simpler alternatives first - there may be more straightforward ways to achieve your objective without enabling recursive routing.

 

How to Enable Recursive Routing

Recursive routing requires backend configuration. Contact LeanData support to enable this feature and be prepared to explain your use case.

For questions or additional assistance, please contact LeanData Support .