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
position: Provider
access: 3rd-Party
image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/apis-json-logo.jpg
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-matching-api
    name: LeanData Matching API
    description: >-
      Identify Salesforce Leads, Contacts, or Accounts from external systems in real time using LeanData's industry-best
      matching engine. Supports matched-lead lookup, duplicate-lead detection, all-duplicate-lead retrieval,
      related-lead inspection, duplicate-contact detection, and account matching and related-account lookup. Operations
      are dispatched via the managed package's Apex REST endpoint `/services/apexrest/LeanData/LeanDataAPI` against the
      customer's Salesforce instance, authenticated using a Salesforce OAuth 2.0 Connected App.
    humanURL: https://docs.leandata.com
    tags:
      - Matching
      - Lead Matching
      - Contact Matching
      - Account Matching
      - Deduplication
      - Salesforce
    properties:
      - type: Documentation
        url: https://docs.leandata.com
      - type: OpenAPI
        url: openapi/leandata-matching-openapi.yml
  - aid: leandata:leandata-round-robin-api
    name: LeanData Round Robin API
    description: >-
      Assign Salesforce records using LeanData's advanced round-robin logic, including standard rotation,
      flexible/weighted distribution, working hours, vacation rules, and pool inspection. Also exposes one-time routing
      for ad-hoc record assignment. Like the Matching API, all operations are dispatched through the managed package's
      Apex REST endpoint `/services/apexrest/LeanData/LeanDataAPI` in the customer's Salesforce org.
    humanURL: https://docs.leandata.com
    tags:
      - Round Robin
      - Routing
      - Assignment
      - Salesforce
      - Lead Routing
    properties:
      - type: Documentation
        url: https://docs.leandata.com
      - type: OpenAPI
        url: openapi/leandata-matching-openapi.yml
  - aid: leandata:leandata-bookit-api
    name: LeanData BookIt API
    description: >-
      Programmatic scheduling, availability lookup, and meeting management for LeanData BookIt. Retrieve scheduling
      inputs, fetch raw or routed availability, create and round-robin meetings, retrieve meetings by prospect or
      meeting ID, patch (reschedule) and delete (cancel) meetings. Power custom booking UIs with secure server-to-server
      access hosted at `https://api.leandata.com/v1`. Legacy `/v1/scheduling/route`, `/v1/scheduling/retrieve-info`, and
      `/v1/scheduling/retrieve-modification-info` endpoints remain supported for existing integrations.
    humanURL: https://docs.leandata.com
    tags:
      - Scheduling
      - Meetings
      - Availability
      - BookIt
      - Booking
    properties:
      - type: Documentation
        url: https://docs.leandata.com
      - type: OpenAPI
        url: openapi/leandata-bookit-openapi.yml
  - aid: leandata:leandata-graph-api
    name: LeanData Graph API
    description: >-
      Retrieve routing-graph metadata and trigger LeanData One Time Routing from external systems to power custom
      orchestration experiences. The Graph API exposes `orchestration/v1/routing-graphs` for graph discovery (trigger
      nodes, edges, names) and `orchestration/v1/one-time-routing` plus `orchestration/v1/one-time-routing/{jobId}` for
      invoking and monitoring one-time routing jobs against a Salesforce org. Hosted at
      `https://api.leandata.com/orchestration/v1`.
    humanURL: https://docs.leandata.com
    tags:
      - Orchestration
      - Routing
      - Graph
      - One Time Routing
    properties:
      - type: Documentation
        url: https://docs.leandata.com
      - type: OpenAPI
        url: openapi/leandata-graph-openapi.yml
common:
  - 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: Forum
    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