LeanData Integration Overview

What is the LeanData Integration?

The RollWorks and LeanData integration helps mutual customers orchestrate engagement across Display, Social, and Sales Automation channels.  By mirroring your LeanData Flows in RollWorks Company and People List builder in Salesforce, you can ensure you trigger Display and Social advertising alongside Sales Automation and Sales and SDR outreach.

Who is Eligible to Access?

RollWorks customers on a Starter, Standard, Professional, or Ultimate package can take advantage of the LeanData integration.

Features and Benefits

Features

Easy Integration.  Easily connect your RollWorks and LeanData instances inside Salesforce with a few clicks. 

Mirror LeanData Flows.  Use any field on your Account, Opportunity, Contact, Lead, or Campaign object to create a RollWorks Company or People list based on your LeanData Flows.

Trigger LeanData Flows.  Route leads, accounts, and contacts based on RollWorks campaign engagement. 

Benefits

Cross Channel Orchestration.  Deploy display, social, and sales automation tactics based on the same logic. 

Unified Messaging.  Send the same message to the same prospects across display, social, and sales automation channels.

Increased Engagement.  Reach your prospects across display, social, and sales automation channels to increase awareness and engagement.

 

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