The LeanData integration sends high-value accounts directly into LeanData’s routing engine. The integration automates account routing and engagement orchestration between the two platforms.
Important: You can use the LeanData integration on Accounts only.
See the following:
- Take Action: LeanData One-Time Routing.
- Add Automation Actions to Trigger a Routing Flow in LeanData.
Prerequisites
- You must have an active LeanData account.
- You must be a Demandbase One for Marketing customer.
Steps
- From the left navigation bar, go to
Settings > Integrated Systems > Integrations.
- Click New Integration and select LeanData under Sales.
- In API Keys, enter the API key from your LeanData account.
- Click Save.