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BookIt

Accelerate Every Interaction with Intelligent Scheduling

BookIt is LeanData’s intelligent scheduling solution, designed to streamline meetings and handoffs at every stage of the buyer journey. By connecting each prospect to the right rep, right away, BookIt empowers you to accelerate speed to lead, orchestrate meaningful interactions, and fuel efficient growth across your entire revenue process.
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Why BookIt?

Orchestrate Intelligent Scheduling

BookIt integrates seamlessly with your tech stack, automating scheduling based on real-time signals and matching logic. Automate the entire journey from form-fill to follow-up — no manual steps, no missed opportunities.

Accelerate Speed to Lead

Instantly route and schedule high-intent buyers so your team can respond in minutes — not hours or days.

Drive Efficient Growth

Reduce bottlenecks, eliminate scheduling friction, and empower your revenue teams to focus on closing deals.

Explore the BookIt Suite

BOOKIT FOR FORMS

Meet with inbound prospects faster by instantly booking qualified meetings from webforms and chatbots.

  • Turn every inbound signal into a scheduled conversation — with no-code, drag-and-drop workflows
  • Match and assign based on territory, account owner, or custom business logic
  • Elevate conversion rates and speed time-to-meeting

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BOOKIT HANDOFF

Deliver precise, seamless handoffs by automatically scheduling the right team member at every stage.

  • Book meetings directly from Salesforce — across Leads, Contacts, Accounts, Opportunities, and Cases
  • Ensure every buyer is connected to the right team member, every time
  • Boost sales productivity and keep momentum high

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BOOKIT LINKS

Book meetings from anywhere, personalize every scheduling experience, and maximize agility.

  • Share individual or team booking links across any channel
  • Maximize a prospect’s booking options by sharing combined group availability
  • Tailor meeting types, invites, and reminders to your buyer’s preference

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Customer story highlights

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How Uber Bridges the AI-to-Sales Gap with Agentforce + BookIt

Hear how Uber for Business used LeanData BookIt and Salesforce Agentforce to increase deal velocity by 68% and win rates by 53% through AI-powered scheduling.

68% increase in deal velocity when using BookIt
53% increase in win rates when using BookIt
Hear From Our Customers
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Rebuy Scales Revenue Operations with the LeanData Platform

Rebuy uses LeanData Orchestration and BookIt to optimize lead management and meeting scheduling, creating efficiencies across sales, success and operations.

8 hrs/ week Saved by each BDR
Hear From Our Customers
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Global Workforce Management Leader Powers Revenue Process Transformation with LeanData

As Remote migrated from Hubspot to Salesforce, Molly Young knew that LeanData would be critical to execute their evolving go-to-market strategies.

80% Attendance rate for meetings booked through BookIt for Forms
Hear From Our Customers
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UserGems Implements LeanData and Integrations to Drive ABX Strategy

UserGems saves 10 to 20 hours a week that was formerly spent troubleshooting routing issues, writing custom Apex code or creating their own solution with standard Salesforce functionality. 

20 hours per week saved by RevOps
Hear From Our Customers
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Lattice Increases Speed to Lead by 50% by Leveraging the Full LeanData Platform

Lattice found that using multiple SaaS tools to manage lead lifecycle processes resulted in slow response times and unnecessary complexity. As a result, Lattice switched from Chili Piper to LeanData BookIt meeting scheduling as well as added greater functionality from the LeanData platform.

50% Increase in speed to lead
Hear From Our Customers

Turn Signals into Revenue

Scheduling Software for B2B Sales Teams

Matching

AI-enabled context for every meeting — 95%+ accuracy on any object, over 50% increase in matched signals

Assignments

Assign prospects to the best-fit rep instantly — saving 70% of triage time and reducing management overhead by 80%

Scheduling

Eliminate back-and-forth and get buyers on the calendar faster — over 95% reduction in scheduling time and 25% lift in conversion rates

Reporting

Gain full visibility into every scheduling action — with automated SLA tracking, full audit trails, scheduling insights

Frequently Asked Questions

What is LeanData Scheduling and how does it work?

LeanData Scheduling is a suite of intelligent meeting booking tools built natively inside Salesforce. It includes BookIt for Forms, BookIt Handoff, and BookIt Links. When a prospect fills out a form, submits a chatbot conversation, or clicks a personalized link, LeanData’s routing engine instantly matches them to the right rep using lead-to-account matching, territory rules, and CRM data, then surfaces that rep’s live calendar for immediate booking. No manual SDR coordination, no email back-and-forth.

How is LeanData Scheduling different from Calendly or Chili Piper?

Most scheduling tools book meetings but don’t route in complex sales motions. LeanData connects booking directly to your routing logic, so every meeting lands with the correct rep based on account ownership, territory, segment, and round-robin rules, all using live Salesforce data. When Lattice switched from Chili Piper to LeanData BookIt, lead response times dropped to ten minutes or less. The difference is that LeanData treats scheduling as part of GTM orchestration, not a standalone calendar tool.

What happens when a prospect abandons the calendar without booking?

LeanData doesn’t drop the lead. When a prospect abandons the calendar, the platform holds the lead, completes enrichment and matching in the background, then automatically enrolls the prospect in a follow-up campaign, triggers a personalized outreach sequence on behalf of the assigned rep, and sends the rep a Slack notification with an SLA timer. Every step is tracked and auditable, so ops teams can see exactly where leads stalled and measure abandoned calendar recovery rates.

Can LeanData Scheduling work with AI SDRs and agentic workflows?

Yes. LeanData’s BookIt APIs are designed to integrate with AI agents and AI SDRs, including Agentforce, 1mind, Qualified, and others. When an AI agent qualifies a prospect, it calls the LeanData API in real time to check rep availability, apply routing rules, and confirm the meeting, all inside the conversation. Uber for Business built this exact workflow with Agentforce and LeanData, cutting their sales cycle from 78 days to 25 days, a 68% increase in deal velocity.

The BookIt Difference

Join 1,000+ innovative companies orchestrating GTM success with LeanData’s intelligent automation.
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Improve speed to lead and pipeline velocity, with a 50%+ increase in lead-to-meeting conversion

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Empower alignment and orchestration across Sales, Marketing, and Customer Service

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Deliver the seamless, buyer-centric experience modern revenue teams need to win