Integrations Datasheet

Datasheets that provide the latest information for understanding how LeanData is helping businesses master their complicated lead-flow process.

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Build a Single, Connected Revenue Ops Ecosystem With siloed software, the value of your sales and marketing data remains underutilized. This results in slower response times, customer miscommunication and lost sales. The integration of LeanData with the rest of your Go To Market (GTM) tech stack allows you to create a single Revenue Ops ecosystem. PRODUCT SHEET | INTEGRATIONS Matching API - Make Your Lead-Gen Systems CRM Aware • Maintain a Clean Database: Update CRM with the latest prospect information and avoid duplicates. • Target with Contextual Content: Leverage CRM database to surface relevant content at the right time to the right audience. • Pre-Fill Marketing Forms: Create short online forms (e.g. for white paper downloads) to encourage activity and leverage LeanData Matching to fill in the rest. FlowBuilder Integrations - Trigger Sales Engagement Workflows Based on Conditions • Integrate your Favorite Tools: Connect your most valued solutions to LeanData to seamlessly control the flow of leads and contacts f rom one system to another. • Automate Actions with Custom Logic: Send an automated email, kick off a sequence or send a notification utilizing your FlowBuilder graph and custom logic.

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