LeanData Reviews & Product Details

It's easy to use and easy to implement. I've spent so much of my daily routine running formulas to check our database against lists from shows and vendors. This saves hours of my time that I can better dedicate to other priorities. The routing tool is also great as it relies on Salesforce fields and allows time for HubSpot updates. The Salesforce setup is easy to manage and if I ever have questions, customer support or the learning tools always have answers. Review collected by and hosted on G2.com.

There are some limitations with the Update object nodes, but there are usually workarounds. Review collected by and hosted on G2.com.

I appreciate LeanData for its clarity and user-friendliness, especially in lead and account matching. It enhances our targeted outreach efforts, reducing duplication, and allows us to better manage our leads. The tool integrates well with Salesforce, and I find it one of the best for lead tagging and account matching. Review collected by and hosted on G2.com.

I find it challenging to configure LeanData with HubSpot because it primarily integrates with Salesforce CRM. This limitation disrupts our lead funnel flow as HubSpot is our marketing automation tool. I wish LeanData could directly plug into HubSpot to better align with our processes. Although it gets clearer over time, the initial setup was somewhat difficult due to this lack of integration. I would prefer if LeanData was based directly out of any marketing automation tool rather than solely from a CRM. Review collected by and hosted on G2.com.

(1) Easy to learn for new users. The LD team did a good job at onboarding our team with the tool and it helps that Leandata's UX is straightforward

(2) Does the job smoothly; Review collected by and hosted on G2.com.

When the routing logic becomes complex and the nodes start becoming numerous, the graph can look cluttered.

Having an "auto arrange nodes" feature or have nodes snap to grids could help Review collected by and hosted on G2.com.

I like the fact that the tool is easy to use and navigate. It is also highly customisable to your needs. Review collected by and hosted on G2.com.

I wish LeanData offered functionality to merge duplicate records in our CRM, but unfortunately, that feature isn't currently available. Additionally, customer support can sometimes be less responsive and less helpful than expected when it comes to building automations. Review collected by and hosted on G2.com.

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.

Along with our primary use of lead routing to our BDR team, we've moved several critical workflows out of Salesforce and into LeanData because the maintenance is easier and the built-in country verification reduces manually created exceptions. I was able to upskill multiple team members in to the ecosystem relatively quickly and as a result have more LD administrators than any other tool other than Salesforce. Their customer support is some of the friendliest I've ever encountered. Review collected by and hosted on G2.com.

There are some ease of use functionality they are still missing (copying logic rules, renaming the default path) and we still fight occasionally with getting the same lead routed twice due to rapid updates and I'd love to see better reporting rather than using Salesforce. 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.

The ability to help non-technical/operations people understand routing, decisions, expectations, logs, etc. is absolutely amazing. Being able to open a log and *see* how decisions were made is a huge benefit.

Additionally, the Support team from LeanData is spectacular. They work hard to review graphs and answer some pretty detailed questions, as well as supply workarounds or improved ideas. Review collected by and hosted on G2.com.

Flows/Apex can capture way more data from related records, and have more functionality in how/when changes can be allocated. Review collected by and hosted on G2.com.

I just want to say that working with Stevanie is magical. In a world where support is run by Chatbots , it's nice to talk to someone who is an absoulte pro. Stevanie will obsess about your issue until she finds the best solution. I appreaciate that so much. Lean Data management, please give Stevanie her own parking spot with her name on it and a healthy raise because she is simply amazing at her job. You can tell she really loves working there too. I love the product, but the support I got from Stevanie is worth the price of the product alone. Thank You!!! Review collected by and hosted on G2.com.

I wish the merge lead functionality was a little more customizable. Review collected by and hosted on G2.com.