How Conversion works with LeanData
Conversion connects to LeanData so leads route to the right owner when unified data updates a record. That record combines Salesforce, warehouse, product, and engagement data with the enrichment and scores your workflows add, so routing rules work from the full picture rather than the few fields a form collected.
What you can do
Clean values for routing rules
Magic Enrich standardizes persona, department, or ICP fit into a fixed list of outputs, so routing rules match on consistent values instead of free-text form entries.
Updates from anywhere in your data
A lead's route can change because of a warehouse sync, a product event, a form fill, or a score crossing a threshold, and each of those updates lands on the same Conversion record.
Follow-up after assignment
When a lead's owner changes in Salesforce, the change syncs to Conversion, and a Field is changed trigger can start the next step, such as a Slack alert with the lead's context or a Salesforce task.
