G2

Katie N.

Marketing Operations

Mid-Market (51-1000 emp.)

7/9/2026

"LeanData Makes Lead/Account Management Easy"

4.5/5

What do you like best about LeanData?

LeanData has several really useful features that make my life much easier. For example, the routing scheduler is a great tool for our events team: they can upload leads and hold off on routing until they’re ready. The ability to preview and test a graph is also extremely helpful when we’re trying to stand up new routers and flows.

On the integration front, LeanData connects to multiple tools we use, such as Outreach and Slack, which makes it easy to automate outreach and alert the team to new leads. Lastly, the onboarding support we received was crucial to getting us up and running quickly. We did purchase the professional services package, though, so that’s something to keep in mind. Review collected by and hosted on G2.com.

What do you dislike about LeanData?

I don’t like that you can only have one graph per object, although I understand why that’s the case. Still, it would be nice if we could separate them so everything doesn’t end up cluttered into a single graph. Review collected by and hosted on G2.com.

What problems is LeanData solving and how is that benefiting you?

We use LeanData for lead and account routing, including checking whether leads are owned or unowned before uploading them. We also use the any object routing for our G2 events and G2 reviews. Overall, this has benefited us through cost savings and by saving time, since we don’t have to build out complex flows in SFDC. Review collected by and hosted on G2.com.