LeanData BookIt

LeanData BookIt

LeanData

How it works: LeanData BookIt
How it works: LeanData BookIt
How it works: LeanData BookIt
How it works: LeanData BookIt
How it works: LeanData BookIt
How it works: LeanData BookIt
How it works: LeanData BookIt
How it works: LeanData BookIt
Categories:
Overview

Take Your Buyer Experience to a Whole New Level

Eliminate back-and-forth emails and maximize seller efficiency with BookIt’s flexible no-code automated scheduling solutions. Leverage our Zoom Integration to automatically generate a unique Zoom link when a meeting is scheduled, improving security and ensuring a seamless scheduling experience for your buyers.


BookIt For Forms

Accelerate pipeline and instantly book qualified meetings directly from your webforms.

  • Enable inbound prospects to immediately book meetings through your webforms
  • Match each prospect with the right rep, instantly leveraging CRM data
  • Increase conversions and give your sales reps more time to focus on selling


BookIt Handoff

Crush conversion goals with the most efficient automated scheduling solution for sales handoffs.

  • Enable reps to immediately book prospect meetings with other team members directly within Salesforce
  • Provide suggested assignments using your custom business logic
  • Deliver more compelling experiences that increase pipeline and improve productivity


Learn More About LeanData’s Scheduling Solutions

Developer Resources
Privacy & Compliance
Requirements
User role
Any user
Zoom account eligibility
Login to check
Permissions - App can view information
Associated with you

May include user name, display name, picture, email address, phone number, job information, stated locale, account, user ID, contact lists added by the account or user (which may include contact information a user imports from a third-party app), and other profile information.

Preferences and settings, which may include whether a passcode or a waiting room is required, permitted event capacity, screen sharing settings, and other settings and configuration information.

Associated with you and others who participate in Zoom experiences with you

Information about how people and their devices interact with Zoom products, which may include when participants join/leave, whether participants sent messages and who they message with, performance data, and other usage information and metrics.

Permissions - App can manage information
Associated with you and others who participate in Zoom experiences with you

Manage content and information generated in the context of Zoom experiences, which may include audio, video, messages, meeting or chat name, agenda, transcriptions, and responses to polls and Q&A.

Manage participants, which may include assigning participants to specific breakout rooms and specifying an interpreter for the session.

Manage registration information, which may include scheduling Zoom experiences or adding or deleting registrants.

This app can access the following information anytime including outside of a Zoom experience and when the app is not actively in use.
Scopes

Meeting

meeting:write

User

user:read

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