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-productions.s3.amazonaws.com/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
      - type: NaftikoCapability
        url: capabilities/matching-records.yaml
  - 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
      - type: NaftikoCapability
        url: capabilities/round-robin-routing.yaml
  - 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
      - type: NaftikoCapability
        url: capabilities/bookit-scheduling.yaml
      - type: NaftikoCapability
        url: capabilities/bookit-meetings.yaml
  - 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
      - type: NaftikoCapability
        url: capabilities/graph-orchestration.yaml
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: [email protected]