LeanData

Route every buyer signal to the right rep and the right Cadence, automatically. Install the LeanData integration for Salesloft.

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Description

LeanData provides the backbone for AI ready go to market infrastructure, acting as the connective tissue across the revenue lifecycle. The Intelligent GTM Orchestration platform integrates and normalizes buyer data, automates signal driven workflows, and delivers AI-powered insights, so every buyer signal reaches the right owner with the right context. More than 1,000 leading B2B companies including OpenAI, NVIDIA, Uber, and Zoom run their go to market on LeanData.

With the LeanData and Salesloft integration, every signal reaches the right rep in the right Cadence, whether it came from a form, a rule, or an AI agent.

Maximize speed to lead: Remove delays in lead assignment, be confident in assignment accuracy, and queue up the next best engagement from one centralized process.
Power relevant conversations: Automatically add leads or contacts to a Cadence based on campaign, interest, or activity.
Automate low touch lead engagement: Fully automate the first touch for lower intent leads, like webinar attendees, so sellers stay focused on higher priority work.
Enhance sales productivity: Automate Cadence enrollment and put lead context right at your seller's fingertips for fewer clicks and more calls.
Keep every action auditable: Every match, assignment, and enrollment logs natively in Salesforce, which matters more as AI generated leads enter the mix.

Key benefits

Rhythm
Create Plays using the buyer intent signals from LeanData to automatically prompt sellers to follow up on buyer activity when it matters most. Plays are prioritized by Conductor AI in the Rhythm focus zone so that reps stay focused on the buyers and deals that are most likely to help them hit their number.

The LeanData integration shares the following buyer intent signals with Salesloft:

Relevant campaign activity data for contacts associated with all active opportunities
Relevant campaign activity data for all contacts associated with priority accounts

Uses the Salesloft Rhythm integration.

Live Feed
Buyer Intent signals from LeanData create notifications in users’ Live Feed, making it easy to stay on top of buyer activity without switching between apps.

Cadence
Our seamless integration allows you to automatically distribute leads and contacts to sales cadences for the most relevant buyer engagement. By automating this process, you can instantly determine the right cadence and the right reps to initiate engagement based on contextual lead and contact information.

Features

Salesloft Node in FlowBuilder

Drop the node anywhere in a lead or contact graph, as many times as your process requires, so Cadence enrollment happens inside the same routing logic that assigns the owner.

Dynamic Cadence Selection

Choose the Cadence based on anything in the record or the account, including campaign, region, segment, open opportunity status, or a scoring model's output.

Audit Logs

Every match, assignment, and enrollment writes to audit logs, giving you a record of which Cadence a person entered and why.

Media

Setup

Additional details
To get started with the LeanData Salesloft integration:

In Salesloft, set your Cadences to "Team Cadence" to be visible in LeanData
Within LeanData, select Admin >> Integrations >> "Authorize Salesloft"
Requires Salesforce Admin permissions and access to Modify All Datas or Customize Applications.
Once authorized, place the Salesloft node into your LeanData graphs to route Leads and Contacts directly into Cadences.
Once People are added successfully to a Cadence, LeanData Audit Logs will show the People's audit trail.

Find step-by-step installation instructions for the Salesloft integration in our help center.