Evidence status
supportedLeanData orchestrates defined workflow steps across CRM, marketing automation, intent, enrichment, sales-engagement, and customer-success systems, including human and AI-triggered actions.
Plan condition: Integration breadth and workflow capabilities vary by edition and add-on.
vendor documented · checked 2026-09-12 · source ↗
Capabilities
Lead-to-account matching using fuzzy logic, Lead, contact, account, opportunity, and other Salesforce-object routing, Configurable no-code FlowBuilder routing logic, Round-robin, territory, account-based, weighted, partner, and custom assignment models, Lead and contact deduplication, enrichment, normalization, and record-quality workflows, SLA tracking, escalations, audit logs, routing insights, and notifications, Signal-driven workflow automation across CRM, intent, enrichment, sales-engagement, and customer-success systems, BookIt scheduling for forms, handoffs, and personalized links, Buying-group member identification, stakeholder mapping, and journey timelines, Salesforce-native deployment with support for Microsoft Dynamics 365
