Table of Contents

Buying Groups Edition

• Custom Signals

Orchestration

• AI Graph Summary

• AI Graph Comparison

• Collections

• Routing: Remove Contacts from Gong Flow

BookIt Platform

• Support Pausing and Holidays

• Custom Copy for Multiple Meeting Reminders

• Auto-Calibrate New Pool Members

• Advanced Distribution Methods

• Managed Multi-Meeting Type Links

General Product Enhancements

 

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Buying Groups Edition

Custom Signals

This enhancement transforms how GTM teams act on critical buying signals by allowing them to capture and utilize any intent data as a customizable signal within Buying Groups. This flexibility enables broader integration with external signal providers and delivers richer Buying Group context, ensuring teams can better route, prioritize, and orchestrate their actions with precision.

Use Cases: 

• Register a signal when an Account becomes a 6sense Qualified Account, triggering immediate routing to sales or nurture workflows.
• Map and classify signals based on G2 activity (e.g., viewing a product page, comparing categories) to help GTM teams prioritize accounts showing active research.
• Register a UserGems signal when a field change indicates a key contact has moved to a new company, and trigger outreach to re-engage former contacts.

Who: Available with LeanData Buying Groups Edition.

How: 

• Navigate to Buying Groups > Settings > Custom Signals tab
• Add to a Segment by going to Edit Segment > Signals > Custom Signals

Learn: For more information please see our Buying Groups Edition - General Settings Guide.

 

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Orchestration

AI Graph Summary

This new feature uses AI to provide a text summary of any graph, section, or individual node to explain the intent and function of graph components, which provides users contextual insights to clarify routing logic and design. This allows for more ease in onboarding new admins, troubleshooting, and evolving of routing graphs for admins and users, improving change management and adoption of new business processes.

Use Cases:

• Accelerate onboarding for new admins and users with clear explanations of routing graphs.
• Prevent errors by enabling admins to understand routing logic before making changes.
• Identify unused features, redundancies, and areas for improvement.
• Review workflows to ensure alignment with GTM strategy and team coverage.

Who: Available with Premium packages of the LeanData Orchestration Platform.Please contact LeanData Support to enable the feature.

How: Access within your FlowBuilder Graphs.

Learn: For more information please see our Routing - AI Graph Summary Guide.

AI Graph Comparison

With AI Graph Comparison, admins can access a clear, structured overview of all workflow changes before deployment, eliminating uncertainty and reducing review time. By comparing the current graph to the last deployed version, it generates a summary of every addition, removal, or modification. This transparency prevents errors, accelerates review and approval cycles, and improves governance, allowing GTM teams to confidently validate and deploy updates.

Who: Available with Premium packages of the LeanData Orchestration Platform. Please contact LeanData Support to enable the feature.

How: Access within your FlowBuilder Graphs.

Learn: For more information please see our Routing - AI Graph Comparison guide.

Collections

This new feature simplifies complex workflows by allowing a list of up to 1000 related records to be stored in a single Collection variable. This enables multi-record processing, as workflows can be used to bulk update a selected field or perform other actions on every record in that list with just one step. By replacing multiple single-record operations with a single action, users can save time building, managing, and auditing sophisticated GTM workflows.

Use Cases:

• When the owner of the parent account changes, update the owner for all child accounts.
• When an opportunity closes, update the owners for all the projects associated with the opportunity.
• When an account churns, update all the related partner objects to inactive.
• When an account is updated, check a box on all the related contacts to trigger contact routing.

Who: Available with Premium packages of the LeanData Orchestration Platform.

How: Navigate to any FlowBuilder graph → Get Records node

Learn: For more information please see our Routing - Get Records - Related Object Based Routing guide.

Routing: Remove Contacts from Gong Flow

Users can now automate the unassignment of prospects from Gong Flows as soon as specific criteria are met in the workflow, eliminating tedious manual tasks and preventing poor prospect experiences. A dedicated node within the FlowBuilder allows users to select a target flow or use a variable with the Flow ID to instantly remove a person – reducing manual overhead while enabling more effective outreach post-engagement or opt-out.

Who: Available with Advanced packages of the LeanData Orchestration Platform.

How: Navigate to Flowbuilder Lead / Contact Graph > Integrations > Sales Engagement > Gong > Remove from Flow

Learn: For more information please see our LeanData - Gong Engage Integration - Add to / Remove from Flows guide.

 

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BookIt Platform

Support Pausing and Holidays

BookIt now supports pausing and holidays so reps can control when they’re available. Pauses stop all scheduling, while holidays block scheduling only during those periods. Pausing now exists in both Orchestration and BookIt, reduces admin overhead, and gives reps more precise schedule control.

Use Cases:

• Pausing to pre-add users to round robins as they are onboarding.
• Easily allows for users to temporarily pause receiving bookings from BookIt without the need to remove from all existing pools.

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

How: Navigate to People > Users 

Learn: For more information please see our Schedules & People guide.

Custom Copy for Multiple Meeting Reminders

This enhancement allows admins to customize reminder content based on when it’s sent (e.g., tailoring a 1-day reminder differently from a 15-minute one). The added flexibility improves recipient engagement, boosts show-rates, and aligns communication with meeting context.

Use Cases:

• Sending personalized reminders for important meetings, such as including a unique agenda for each attendee.
• Adjusting reminder tone and content for last-minute notifications compared to earlier notices.
• Providing location-specific details or virtual meeting links closer to the event time.
• Tailoring reminders for different time zones to ensure clarity and relevance for all recipients.
• Highlighting specific preparation tasks or materials required based on the timing of the reminder.

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

How: Navigate to BookIt > Meeting Type Management/My Personal Meeting Types

Learn: For more information please see our BookIt General Settings Guide.

Auto-Calibrate New Pool Members

This improvement removes the manual work of setting calibration values when adding users to count-based pools. New members automatically receive a calibration equal to the pool’s average, ensuring fairer routing and predictable distribution. This gives admins more control, saves time, and keeps pools balanced without constant adjustment.

Use Cases:

• Automatically calibrating new customer support agents in a pool to ensure they are assigned tasks fairly from the start.
• Allowing quick onboarding of seasonal or temporary workers without requiring manual configuration, saving administrative time.
• Maintaining even workload distribution during team expansions by aligning new members’ calibration with the existing average.
• Reducing errors or biases caused by manual adjustments when adding users to large pools.

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

How: Navigate to BookIt > Round Robin > Pools 

Learn: For more information please see our Meeting Credits and Calibration for Count-Based Pools guide.

Advanced Distribution Methods

Handoff’s Distribution Methods have been enhanced to allow schedulers to choose a main host from a locked pool and to specify an availability threshold when using a round robin distribution. Together, these options provide greater flexibility to match unique meeting distribution needs.

Use Cases:

• Assign critical meetings to experienced hosts using when expertise is key.
• Distribute meetings evenly during high-demand periods to ensure fairness and prevent overloading.
• Allow schedulers to customize assignments for urgent meetings, adhering to availability thresholds.

Who: Available with BookIt Handoff.

How:

• Global Setting: BookIt > Settings > Handoff > Setup > Distribution Method 
• Smart Rep Suggestions: BookIt > Handoff > [Object] > FlowBuilder > Schedule Round Robin Node 

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

Managed Multi-Meeting Type Links

This enhancement lets admins create Managed Links that support multiple meeting types, combining centralized management with a flexible prospect experience. Admins can easily assign and update meeting types for many users at once, while prospects get a single landing page to choose the meeting type that fits their needs.

Use Cases:

• Simplified scheduling for large teams with varied meeting types, reducing the need for multiple links and streamlining the process.
• Admins can quickly update or adjust meeting types across teams, saving time and maintaining consistency in scheduling workflows.

Who: Available with BookIt Links.

How: Navigate to Link Management > Create Link > Managed Links > Multi-Meeting Type Link

Learn: For more information please see our BookIt Links - Admin guide.

 

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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:
 

Math and String Functions: This new feature provides the ability to automatically calculate certain fields and use the output value across workflow logic, eliminating manual calculations across large datasets.

(LeanData Orchestration & BookIt Handoff)

International Improvements: This enhancement refines LeanData's intelligent matching engine, improving name normalization for key international markets and matching across global GTM efforts.

(LeanData Orchestration & BookIt)

Flex Queue Locking: This enhancement prioritizes key LeanData jobs, such as continuous batch or partner callout jobs, which ensures these essential processes run on time, preventing bottlenecks and maintaining the performance of critical operations.

(LeanData Orchestration)

Support Product Association Change when Duplicating Meeting Types: This enhancement lets users change a meeting type’s product association during duplication, instead of having to create a new one from scratch. Shared fields are auto-populated to reduce manual work and keep settings consistent. This saves time, prevents errors, and makes managing meeting types more efficient.

(LeanData BookIt)

Logo Upload Enhancements: Logo uploads are now simpler with SVG file support and no dimension restrictions. Logos automatically resize, maintaining aspect ratios, and eliminating manual adjustments. This reduces friction, improves customization, and ensures consistent display across BookIt.

(LeanData BookIt)

Additional Pool Metrics on Meeting Log Object: This enhancement adds more pool-related metrics to the Meeting Log object, giving teams deeper visibility into how meetings are distributed and scheduled. With these additional data points, admins can better analyze pool performance and troubleshoot routing outcomes.

(LeanData BookIt)

Supporting Variables in Redirect URL Node: This enhancement allows admins to insert variables directly into the Redirect URL field, making it easy to dynamically send prospects to the right destination.

(LeanData BookIt For Forms)

LeanData Reporting Managed Package v1.9: Monitoring performance and delivering key insights is even easier with updates to out-of-the box reporting including routing performance in the Log Dashboard, an integration metrics report, and reports around Buying Groups personas, Journeys, and more.

(LeanData Reporting - Managed Package)