If your organization uses many complex criteria for routing, you may end up with a visually cluttered graph. Here’s how to set up a Data Table in LeanData to consolidate many different decisions and actions into a single node.
At some point in your routing graphs, you may need to reference the specific entry edge through which a record entered the graph. Here is one way that you can store the entry edge of a record so that you can use it in a later routing decision.
A geographically dispersed operations team at Bitrise struggled to manage lead routing and scheduling in two different platforms. LeanData's user-friendly interface and centralized platform offered a clear solution.
With LeanData, Rebuy has transformed cumbersome manual processes into streamlined efficiencies. With the adoption of LeanData, Rebuy is not merely growing, it's making operational efficiency a catalyst for its success.
Combine LeanData's matching capabilities and FlowBuilder interface with the fine-grained merging capabilities of Cloudingo using the Cloudingo Merge Lead Integration Node in FlowBuilder. Here’s one example of merging two leads with different preferences for different fields.