LeanData Reviews & Product Details

The audit logs are amazing for tech teams who are managing complex integration environments and need to see exactly how and why something is breaking down. I reference them every single day.

The layout of the graphs makes everything visual and clear to understand; love the ability to color code and annotate everything. Review collected by and hosted on G2.com.

It's a double edged sword - it can do anything, which means you need to have a very clear point of view on what you want to use it for, or else you can get lost in the complexity and nuance. Review collected by and hosted on G2.com.

The LeanData Lead and Contact Router have turned a previously very time intensive process into an automated and time saving inbound flow. Also having a tool to manage this has enabled us to create a unified approach in lead routing.

We have also seen success in BookIt for some geographic areas. By cutting down our response time, we have seen improvements in our inbound to deal time frame.

Our customer success manager and the general LeanData support team are always eager and quick to support us in any development questions or technical issues. Review collected by and hosted on G2.com.

Technically in the platform there are sometimes some aspects that create quite some time intensive maintenance.

For example our organization has a lot of different Round Robin Pools, and keeping them all up to date for the lead, contact and BookIt router can be quite time intensive and sometimes lead to pool mangers forgetting to update each location.

Also it is not possible to use the same territory manager in both the lead and the contact router, which also causes double the amount of maintenance if updates need to be made. Review collected by and hosted on G2.com.

The most helpful part of LeanData is its powerful and intuitive lead and opportunity routing engine. The visual flow builder makes it easy to design, test, and deploy complex routing logic without needing code — and it’s flexible enough to support real-world GTM structures like round robins, ownership territories, handoffs between teams, and edge-case logic.

It also adds a layer of transparency and accountability by allowing us to trace exactly how and why a lead or opportunity was routed, making debugging and optimization much easier. This has significantly improved our speed-to-lead, pipeline hygiene, and rep productivity. Review collected by and hosted on G2.com.

Honestly, I don’t have anything negative to say about LeanData. It’s been a reliable and impactful tool for our GTM operations, and the support team has always been responsive and helpful. Review collected by and hosted on G2.com.

LeanData makes it really easy for us to build out all of our routing in one place. I've been able to simplify our routing process and make it easy to follow as other people evaluate the graph. The interface is easy to use and has been very helpful. Review collected by and hosted on G2.com.

Sometimes it is a little difficult working across objects since there is some limitations around that, but most things are able to be solved with a simple workaround. Review collected by and hosted on G2.com.

The ease of use. LeanData really caters towards their users and keeps them in mind when updating their product. They also have such a great training and CS staff, so you can continue to learn and utilize them as your company needs grows. Review collected by and hosted on G2.com.

Not that I can think of....our CS support helps us with any roadblocks I may come across. Review collected by and hosted on G2.com.

Ease of configuration and the intuitive UI. You don't always need a developer for changes since the system is so easy to understand and implement. Integrating Slack was a nice addition for notifications to routed users. Review collected by and hosted on G2.com.

Graphs can get really complex when business logic is diverse with multiple business units using the same objects. If there was a way to allow multiple active graphs the way we have flows in salesforce that could be helpful. Review collected by and hosted on G2.com.

Stevanie at LeanData! I reached out for help in understanding our existing setup (as it's something I inherited) and she was SO helpful. She came to our call having already reviewed our flows and provided many great improvement recommendations.

LeanData allows us to automate SO many processes. To name a few: converting leads to contacts, checking for dupes when new leads are generated, creating records to match new leads generated (after checking to see if account already exists in SF), automatically populating opportunities when specific trigger criteria is met... and we're just getting started.

Random fun fact: I love that you can customer label and COLOR nodes in your flows. The color coding is a great visual aid when making changes to logic; additionally, the customer node labeling gives you the ability to easliy decipher audit logs to see what paths records took in your flows. Review collected by and hosted on G2.com.

It is odd that you can only have ONE flow active per record type. Although I did learn that you can have various entry points and "islands" of actions. 🤷🏻‍♀️ Review collected by and hosted on G2.com.

Setup was relatively easy. If you're familiar with Hubspot workflows or Salesforce Flows, then setting up routing in LeanData will be pretty easy. After we set it up, there hasn't really been any maintenance needed other than changing the routing flow when staffing changes happen. The audit log makes it really easy to see what is happening behind the scenes. It has really decreased the time it takes for us to take a contact from a lead to an opportunity. Review collected by and hosted on G2.com.

It was a little tricky to get the correct code for the form to send people to the scheduler, there is different code for different types of pages and it was tricky figuring which was the correct to use. That being said, it didn't take long for the support team to help us figure it out. Review collected by and hosted on G2.com.

From a Salesforce Admin's perspective, the drag/drop routers are very similar to Flow. The graphs allow you to build complex automation with plenty of if/then variables to ensure leads or contacts are routed to the right people at the right time. Easy to build, but leaves plenty of room to expand as your usecase demands.

I've implemented the tool twice in the last 6yrs; the increased functionality between those periods is night and day. Plenty of knowledge articles, and their Admin exam reinforces the core functionality very well. Review collected by and hosted on G2.com.

Like any automation, it's up to the stakeholder and admin to review and maintain. The graphs allow for lots of flexibility, but a 'debug' mode would be a huge help to see how a record runs through the current state in real time, allowing you to inutitively see successes/failures - not just rely on the routing insights to see a cumulitive view of records. Review collected by and hosted on G2.com.

The ease of implementation was amazing. Always felt fully supported throughout the whole process. I use LeanData daily and have been very impressed with the continuous number of new features which opens the doors for process improvements - all boiling down to the best speed to lead times possible.

Setting up/editing the routers in the platform is also extremely easy, love the visual aspect of it in comparison to other competitors. Lastly, the number of integrations LeanData has ensures you can integrate routing functions with a variety of tech stack tools (Ex. MS Teams, Slack, Outreach, Groove, etc.) Review collected by and hosted on G2.com.

Occasionally when editing the router, an error message will pop up after a while that prevents me from saving any of my edit progress. I am then ultimately forced to close and reopen the graph which then defaults to the point of the most recent save. Super frustrating to have to re-do any edits that were unsaved.

Easy workaround for this is to save your graph while editing every 5-10min. While this issue is not frequent, it is unpredictable in terms of when it will happen. Review collected by and hosted on G2.com.