Route and Book Chat Visitors Through LeanData BookIt

Teams running LeanData for lead routing have invested heavily in configuring territories, round-robin assignments, and qualification tiers, but those rules never applied to website chat. Visitors who chatted in got a generic booking link or required a rep to manually intervene mid-conversation. Two parallel systems, duplicated logic, and a gap between chat (your highest-intent channel) and the routing infrastructure you already built.

Connect LeanData BookIt to Warmly and your existing routing rules automatically take over: no Calendly, no manual handoff, no duplicate setup.

Step 1: Connect LeanData BookIt

Go to Integrations → LeanData BookIt. Fill in:

• LeanData API key
• Your LeanData ID
• The trigger node name that handles routing in your calendar
• BookIt log ID field
• Any fields used in that trigger node, add the API name and variable name for each

Hit Integrate.

Step 2: Find Your Auto-Generated Chat Flow

On first integration, Warmly automatically creates a reusable workflow called LeanData BookIt in your chat builder. Open it, it's pre-built with questions mapped to your LeanData routing fields. Edit the question copy if you like, but the field mapping is already done.

Step 3: Drop It Into Your Chat Workflow

In your AI agent chat builder, find the point where a visitor expresses intent to book (e.g., after asking for a demo). Route them to the LeanData BookIt reusable flow. It collects the required fields, writes them back to LeanData, and LeanData handles assignment and calendar delivery based on your existing routing rules.

Qualified visitors see a calendar. Unqualified ones receive a graceful off-ramp, you can customize that message too.

Your LeanData routing rules, territories, round-robin, qualification tiers, now apply to website chat without any duplication. Qualified visitors get a calendar instantly, from within the chat. Unqualified ones get a clean handoff. No parallel Calendly setup, no manual rep intervention, no second routing system to maintain.

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