LeanData
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.
APIs
LeanData Matching API
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 ...
LeanData Round Robin API
Assign Salesforce records using LeanData's advanced round-robin logic, including standard rotation, flexible/weighted distribution, working hours, vacation rules, and pool inspe...
LeanData BookIt API
Programmatic scheduling, availability lookup, and meeting management for LeanData BookIt. Retrieve scheduling inputs, fetch raw or routed availability, create and round-robin me...
LeanData Graph API
Retrieve routing-graph metadata and trigger LeanData One Time Routing from external systems to power custom orchestration experiences. The Graph API exposes `orchestration/v1/ro...