Warmly’s LeanData BookIt integration brings your LeanData routing directly into your inbound experience.

When a prospect visits your site and submits their information, Warmly:

• Sends their data to LeanData in real time

• Routes them to the right sales rep based on your existing rules

• Instantly displays the correct booking calendar

No manual handoffs. No delays. Just a seamless path from interest to booked meeting.

Before you start

Before configuring the integration in Warmly, make sure you have:

• An active LeanData BookIt subscription with routing graphs already set up

• Your LeanData API Key (from LeanData support or admin portal)

• Your BookIt Organization ID
  (LeanData → BookIt → Settings → General)

• Your Trigger Node Name
  (your routing graph entry point, e.g., Lead_Routing)

• The form fields used in your routing logic
  (e.g., email, firstName, companyName)

Step-by-Step Instructions

Follow these steps to use the feature:

Step 1: Connect LeanData in Warmly

1. Go to Settings → LeanData in Warmly

2. Enter your API Key (securely stored)

3. Enter your BookIt Organization ID

4. Enter your Trigger Node Name

5. Configure your Field Mappings

   Field mappings define what data gets sent to LeanData. Each mapping includes:

   1. Form Field API Name
      (must match LeanData exactly — no spaces)

   2. Variable
      (the Warmly session data source)

   Note: Note: Form Field API Names must not contain spaces. Variables reference session data ( prospect.* , company.* , etc.)

   Form Field	API Name	Variable Description
   email	prospect.email	Visitor email
   firstName	prospect.firstName	First name
   lastName	prospect.lastName	Last name
   companyName	company.name	Company name

6. (Optional) If using Salesforce, set the BookIt Log ID Field

7. Click Integrate

Step 2: Review Your Auto-Generated Workflow

After connecting, Warmly automatically creates a “LeanData BookIt” workflow and opens it in the builder.

Default structure:

Collect Email → Collect Name → Assign via LeanData → Branch:
  ├─ Rep Assigned → Show message + “Book a Meeting” → Calendar
  └─ No Rep Assigned → Fallback message → End

The logic is fully set up — you just need to:

• Review messaging

• Adjust tone/branding

• Make any small tweaks

Step 3: Test the Integration

Before going live, run a full test:

Validate the flow

• Questions capture the correct data

• LeanData returns a routing result

• Assigned rep exists in Warmly

• Calendar loads with real availability

Validate booking

• Booking completes successfully

• Calendar closes after scheduling

• Confirmation is received

• (If using Salesforce) booking ID is written to the Lead

If you hit an authentication error, re-check your API key in Settings → LeanData.

Step 4: Customize the Experience

Once everything is working, you can tailor the workflow:

• Add/remove questions

• Map additional fields to LeanData

• Customize branch messaging

• Handle edge cases (e.g., no routing match)

• Layer in other Warmly features:

  • AI chat

  • Slack notifications

  • CRM updates

Troubleshooting

1. API key invalid

   Cause: Incorrect or expired key

   Fix: Re-enter a valid API key

2. Rep assigned in LeanData, but not in Warmly

   Cause: Email mismatch

   Fix: Ensure rep emails match exactly in both systems

3. Calendar not opening

   Cause: No routing match (responseType: "none")

   Fix: Verify Trigger Node Name and field mappings

4. Field mapping errors

   Cause: Invalid field names or missing variables

   Fix:

   1. Remove spaces from API names

   2. Confirm variables exist (e.g., prospect.email)

5. “Affected workflows” warning

   Cause: Field mapping changes impact existing workflows

   Fix: Review and update affected workflows manually