LeanData

aid: leandata
name: LeanData
description: LeanData is a Sunnyvale, California revenue orchestration platform built on the Salesforce ecosystem. The company
  is best known for inventing lead-to- account matching and lead routing for B2B revenue teams; its managed package on the
  Salesforce AppExchange has been deployed by more than 1,000 B2B companies including Uber, Palo Alto Networks, Shopify, Zoom,
  New Relic, Snowflake, and DocuSign. The current platform spans four product lines — Orchestration (lead/contact/account
  routing, deduplication, SLAs, signal workflows), BookIt (forms, handoff, and links-based scheduling), Buying Groups (multi-stakeholder
  pipeline and engagement), and Revenue Insights (reporting and analytics). LeanData exposes four developer APIs that wrap
  the platform's core capabilities — the Matching API (real-time lead / contact / account identification from external systems),
  the Round Robin API (advanced weighted distribution, working hours, and vacation-aware assignment), the BookIt API (scheduling
  inputs, availability, and meeting CRUD for custom UIs), and the Graph API (one-time routing and routing-graph metadata for
  custom orchestration). The Matching and Round Robin APIs are Salesforce-native and dispatched through the managed package's
  Apex REST endpoint at /services/apexrest/LeanData/LeanDataAPI; BookIt and Graph are hosted at api.leandata.com and authenticated
  via OAuth 2.0 server-to-server flows. Commercial offerings are tiered across Standard, Advanced, Premium, and Enterprise
  editions of Orchestration plus BookIt scheduling products and Buying Groups, with implementation services billed separately.
tags:
- Revenue Operations
- Lead Routing
- Lead to Account Matching
- Salesforce
- Sales Engagement
- Sales Productivity
- Marketing Operations
- Scheduling
- Meeting Booking
- Account Based Marketing
- Buying Groups
- Signal Orchestration
- Go to Market
- RevOps
- GTM
- CRM
- AppExchange
type: Index
accessModel:
  pricing: paid
  onboarding: unknown
  trial: false
  try_now: false
  public: false
  label: Paid
  confidence: medium
  source:
  - plans
  generated: '2026-07-22'
  method: derived
position: Provider
access: 3rd-Party
image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/icons/leandata.png
url: https://raw.githubusercontent.com/api-evangelist/leandata/refs/heads/main/apis.yml
created: '2026-05-25'
modified: '2026-05-25'
specificationVersion: '0.20'
apis:
- aid: leandata:leandata-availability-api
  name: LeanData 🗓️ Availability API
  description: '<p>The availability endpoints return meeting configuration and open time slots used to render booking pages
    or refresh availability. Depending on the request context (routing, direct link, or reschedule), the response includes
    meeting details, eligible hosts, and available time windows.</p>

    <ul>

    <li><p><strong>POST</strong> <code>/v1/scheduling/route-and-fetch-availability</code></p>

    </li>

    <li><p><strong>POST</strong> <code>/v1/scheduling/fetch-availability</code></p>

    </li>

    </ul>'
  humanURL: https://docs.leandata.com
  tags:
  - 🗓️ Availability
  properties:
  - type: OpenAPI
    url: openapi/leandata-availability-api-openapi.yml
  - type: Documentation
    url: https://docs.leandata.com
- aid: leandata:leandata-legacy-still-supported-api
  name: LeanData Legacy (still supported) API
  description: '<p>This section outlines the endpoints used to retrieve scheduling data for building a custom calendaring
    experience. Both endpoints return the same structure of <strong>read-only</strong> information—including scheduling metadata,
    working hours, available time slots, and configured users—that can be used to render the scheduling page.</p>

    <ul>

    <li><p><strong><code>v1/scheduling/retrieve-info</code></strong> — Use this endpoint <strong>when booking a meeting</strong>
    <strong>for the first time</strong>.</p>

    </li>

    <li><p><strong><code>v1/scheduling/retrieve-modification-info</code></strong> — Use this endpoint <strong>when modifying
    an existing meeting</strong>, such as rescheduling or canceling.</p>

    </li>

    </ul>

    <p>These endpoints provide all the data needed to power the UI for selecting a meeting time and pre-populating prospect
    details.</p>'
  humanURL: https://docs.leandata.com
  tags:
  - Legacy (still supported)
  properties:
  - type: OpenAPI
    url: openapi/leandata-legacy-still-supported-api-openapi.yml
  - type: Documentation
    url: https://docs.leandata.com
- aid: leandata:leandata-matching-api
  name: LeanData Matching API
  description: The Matching API from LeanData — 1 operation(s) for matching.
  humanURL: https://docs.leandata.com
  tags:
  - Matching
  properties:
  - type: OpenAPI
    url: openapi/leandata-matching-api-openapi.yml
  - type: Documentation
    url: https://docs.leandata.com
- aid: leandata:leandata-meetings-create-api
  name: LeanData 📆 Meetings > Create API
  description: '<p>Use these endpoints to finalize and book meetings after a timeslot has been selected.</p>

    <p>⚠️ <strong>Important:</strong> You <strong>must</strong> support both <code>POST /v1/meeting</code> and <code>POST
    /v1/round-robin-meeting</code>.</p>

    <p>The correct endpoint is determined by the availability response:</p>

    <ul>

    <li><p>If <code>pageInfo.displayAllPoolAvailability = true</code>, you must book using <code>POST /v1/round-robin-meeting</code>.</p>

    </li>

    <li><p>If <code>pageInfo.displayAllPoolAvailability = null</code> or <code>false</code>, you must book using <code>POST
    /v1/meeting</code>.</p>

    </li>

    </ul>

    <p>This behavior is driven by your scheduling graph configuration and cannot be assumed ahead of time.</p>'
  humanURL: https://docs.leandata.com
  tags:
  - 📆 Meetings > Create
  properties:
  - type: OpenAPI
    url: openapi/leandata-meetings-create-api-openapi.yml
  - type: Documentation
    url: https://docs.leandata.com
- aid: leandata:leandata-meetings-manage-api
  name: LeanData 📆 Meetings > Manage API
  description: The 📆 Meetings > Manage API from LeanData — 1 operation(s) for 📆 meetings > manage.
  humanURL: https://docs.leandata.com
  tags:
  - 📆 Meetings > Manage
  properties:
  - type: OpenAPI
    url: openapi/leandata-meetings-manage-api-openapi.yml
  - type: Documentation
    url: https://docs.leandata.com
- aid: leandata:leandata-meetings-retrieve-api
  name: LeanData 📆 Meetings > Retrieve API
  description: The 📆 Meetings > Retrieve API from LeanData — 2 operation(s) for 📆 meetings > retrieve.
  humanURL: https://docs.leandata.com
  tags:
  - 📆 Meetings > Retrieve
  properties:
  - type: OpenAPI
    url: openapi/leandata-meetings-retrieve-api-openapi.yml
  - type: Documentation
    url: https://docs.leandata.com
- aid: leandata:leandata-one-time-routing-api
  name: LeanData One Time Routing API
  description: '<p>This section describes the endpoints used to trigger 1x Routing for creating a custom orchestration experience,
    as well as to retrieve the status of the resulting job. When invoked, the 1x Routing endpoint returns basic job metadata—including
    the <code>jobId</code>—which can be used to check the job’s status.</p>

    <ul>

    <li><p><code>orchestration/v1/one-time-routing</code> — Use this endpoint to invoke 1x routing for a particular SFDC org</p>

    </li>

    <li><p><code>orchestration/v1/one-time-routing/:jobId</code> — Use this endpoint to retrieve the job status of a 1x routing
    for a particular SFDC org</p>

    </li>

    </ul>

    <p>❗️ <strong>Important:</strong> The API does <strong>not</strong> validate FlowBuilder graphs before triggering routing.
    If you invoke 1x Routing to an invalid or misconfigured graph, the request will still be processed—but routing will fail
    silently. No error response will be returned from the API.<br />✅ To avoid unexpected behavior, please ensure the graph
    is valid and functioning as expected within the LeanData application before using it in API-triggered routing.</p>'
  humanURL: https://docs.leandata.com
  tags:
  - One Time Routing
  properties:
  - type: OpenAPI
    url: openapi/leandata-one-time-routing-api-openapi.yml
  - type: Documentation
    url: https://docs.leandata.com
- aid: leandata:leandata-retrieve-routing-graphs-information-api
  name: LeanData Retrieve Routing Graphs Information API
  description: '<p>This section outlines the endpoints used to retrieve Routing Graphs information for building a custom orchestration
    experience. The endpoint returns information such as trigger node names, the edges in those trigger nodes, graph name,
    etc</p>

    <ul>

    <li><code>orchestration/v1/routing-graphs</code> — Use this endpoint <strong>when fetching routing graphs</strong> from
    a particular SFDC org.</li>

    </ul>'
  humanURL: https://docs.leandata.com
  tags:
  - Retrieve Routing Graphs Information
  properties:
  - type: OpenAPI
    url: openapi/leandata-retrieve-routing-graphs-information-api-openapi.yml
  - type: Documentation
    url: https://docs.leandata.com
- aid: leandata:leandata-scheduling-inputs-api
  name: LeanData 🧠 Scheduling Inputs API
  description: The 🧠 Scheduling Inputs API from LeanData — 1 operation(s) for 🧠 scheduling inputs.
  humanURL: https://docs.leandata.com
  tags:
  - 🧠 Scheduling Inputs
  properties:
  - type: OpenAPI
    url: openapi/leandata-scheduling-inputs-api-openapi.yml
  - type: Documentation
    url: https://docs.leandata.com
common:
- type: AgenticAccess
  url: agentic-access/leandata-agentic-access.yml
- type: DomainSecurity
  url: security/leandata-domain-security.yml
- type: Website
  url: https://www.leandata.com
- type: Portal
  url: https://docs.leandata.com
  name: LeanData API Documentation
- type: Documentation
  url: https://docs.leandata.com
- type: Documentation
  url: https://api.leandatainc.com
  name: Legacy Matching API Documentation
- type: SupportPortal
  url: https://leandatahelp.zendesk.com
  name: LeanData Help Center
- type: SupportPortal
  url: https://support.leandata.com
  name: LeanData Support
- type: ChangeLog
  url: https://leandatahelp.zendesk.com/hc/en-us/sections/360002566353-Release-Notes
- type: Pricing
  url: https://www.leandata.com/platform/pricing/
- type: Plans
  url: plans/leandata-plans-pricing.yml
- type: RateLimits
  url: rate-limits/leandata-rate-limits.yml
- type: FinOps
  url: finops/leandata-finops.yml
- type: Product
  url: https://www.leandata.com/platform/
  name: LeanData Platform
- type: Product
  url: https://www.leandata.com/platform/orchestration/
  name: Orchestration
- type: Product
  url: https://www.leandata.com/platform/bookit/
  name: BookIt
- type: Product
  url: https://www.leandata.com/platform/buying-groups/
  name: Buying Groups
- type: Integrations
  url: https://www.leandata.com/platform/integrations/
- type: Customers
  url: https://www.leandata.com/customers/
- type: Training
  url: https://www.leandata.com/learning-center/
  name: Learning Center
- type: Training
  url: https://www.leandata.com/certification/
  name: LeanData Certification
- type: Resources
  url: https://www.leandata.com/resources/
- type: Blog
  url: https://www.leandata.com/blog/
- type: Forums
  url: https://www.opsstars.com/
  name: OpsStars Community
- type: AppExchange
  url: https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B4HCREA3
  name: LeanData on Salesforce AppExchange
- type: Company
  url: https://www.leandata.com/company/
- type: Careers
  url: https://www.leandata.com/careers/
- type: Contact
  url: https://www.leandata.com/contact/
- type: Newsroom
  url: https://www.leandata.com/press/
- type: TrustCenter
  url: https://www.leandata.com/trust/
- type: PrivacyPolicy
  url: https://www.leandata.com/privacy-policy/
- type: TermsOfService
  url: https://www.leandata.com/terms-of-use/
- type: LinkedIn
  url: https://www.linkedin.com/company/leandatainc/
- type: Twitter
  url: https://twitter.com/leandatainc
- type: YouTube
  url: https://www.youtube.com/@leandatainc
- type: GitHubOrganization
  url: https://github.com/leandata
- type: Authentication
  url: https://docs.leandata.com
  name: Salesforce OAuth 2.0 Connected App (Matching and Round Robin); OAuth 2.0 server-to-server (BookIt and Graph)
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com