If your organization uses many complex criteria for routing, you may end up with a visually cluttered graph. Here’s how to set up a Data Table in LeanData to consolidate many different decisions and actions into a single node.
At some point in your routing graphs, you may need to reference the specific entry edge through which a record entered the graph. Here is one way that you can store the entry edge of a record so that you can use it in a later routing decision.
A geographically dispersed operations team at Bitrise struggled to manage lead routing and scheduling in two different platforms. LeanData's user-friendly interface and centralized platform offered a clear solution.
With LeanData, Rebuy has transformed cumbersome manual processes into streamlined efficiencies. With the adoption of LeanData, Rebuy is not merely growing, it's making operational efficiency a catalyst for its success.
Learn how a combination of two SaaS powerhouses, LeanData and Cognism, help optimize Leads and increase conversions.
We improved our Meeting Attendance rate from 35% to 75%.
LeanData ensures a < 10min response time on all inbound leads.
Both were achieved by making simple tweaks and optimizes in lead management processes and this session will show you how you can do it too.
Combine LeanData's matching capabilities and FlowBuilder interface with the fine-grained merging capabilities of Cloudingo using the Cloudingo Merge Lead Integration Node in FlowBuilder. Here’s one example of merging two leads with different preferences for different fields.