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: kin@apievangelist.com