LeanData, the backbone for AI-ready go-to-market infrastructure, announced the latest feature-packed release of its GTM platform. Ops teams can now use AI inside the process flows they already trust, capture meetings booked anywhere, and follow a full buying group in one view.

“As GTM becomes increasingly AI agent-driven, LeanData’s role is to make AI outcomes fast and trusted,” said Katy Keim, CEO of LeanData. “This release makes AI a building block, not a tool bolted onto the stack. Ops teams keep control and gain simplicity in how they administer their workflows. Everyone’s racing to ship the flashiest agent. We’d rather fix what’s happening under the hood, because that’s what decides whether the AI actually works.”

In LeanData’s 2026 State of AI GTM Readiness Report, 60% of respondents named agents acting on inaccurate data or violating ownership rules as their top concern about scaling AI agents. Asked what they wanted most instead, 31% said a complete audit trail of every action taken on every record.

AI Built for Ops

Most revenue teams already let AI make decisions. Few can see how those decisions get made. Two new capabilities change that, letting ops teams ask questions in plain English and call an AI model inside a routing flow.

  • LeanData AI Assistant, a natural-language copilot inside FlowBuilder, lets admins describe what they want in plain language and get help building, understanding and troubleshooting routing flows. Instead of requiring deep product expertise, LeanData AI Assistant provides guided help in building and debugging complex FlowBuilder graphs.

  • AI Inference Node brings LLM-powered reasoning into routing decisions. Instead of relying solely on deterministic field matching and rules, admins can call an AI model mid-flow to classify, extract, summarize or infer attributes from record data, then route on the result.

“The AI Inference Node in LeanData has been an incredible tool for our team,” said Linzy Cote, revenue operations manager for Traliant, a modern online workplace compliance training company. “It has reduced the amount of manual work needed to research incoming leads, review cases and assign them out.”

LeanData Journeys

Journeys, previously known as Buying Groups Edition, unifies customer signals across every deal and buying group, so GTM teams stay aligned and up to date on the next move. Journeys automatically identifies buying group members across deals, visualizes engagement and journey progression in one place, and lets reps act without switching tools. Teams align around a shared account view, accelerating sales cycles with full-context signal tracking and boosting conversions by turning signals into coordinated action that keeps deals moving.

No Meeting Left Behind

Sales meetings get booked in places the system never sees: on a trade show floor, through a link a rep shares personally, or on a calendar invite that never touches the booking tool. Those meetings are easy to lose. BookIt for Tradeshows introduces a new “Tradeshow” experience that lets admins configure tradeshow-scoped scheduling in one place. This allows for accurate event attribution and reporting without relying on manual workarounds such as spreadsheets or dummy user accounts for calendars or Salesforce.

Connecting the Tools Reps Already Use

According to a recent study from research advisory firm LXA, 51% of B2B leaders surveyed report that integration, not the number of tools, is the biggest obstacle to making the disparate tools work well. No rep wants another tool. These features connect LeanData to the tools reps already use, so the intelligence doesn’t get stranded in a separate system.

  • D&B Whitespace enriches Account Hierarchies with Dun & Bradstreet corporate-family data so teams can see the full account tree. This feature turns the hierarchy from a static map of known accounts into a live view of expansion opportunity across the corporate footprint.

  • BookIt Integration with Outreach and BookIt Integration with Salesloft are new integrations that bring BookIt directly into the sales engagement platforms (SEPs) where outbound reps spend most of their day: Outreach and Salesloft.

  • BookIt MCP Server updates expand the model context protocol (MCP) from primarily read-only investigation workflows into admin automation for common BookIt user-management and booking-intervention tasks.

Availability

The 9.x release is rolling out now to all existing customers and is available to new customers.

About LeanData

LeanData provides the backbone for AI-ready go-to-market infrastructure. More than 1,000 leading B2B companies and a community of 5,000-plus OpsStars rely on LeanData to fuel efficient growth by aligning marketing, sales and customer service execution with the entire AI-enabled customer journey. LeanData’s Intelligent GTM Orchestration platform acts as the connective tissue across the revenue lifecycle, integrating and normalizing buyer data, automating signal-driven workflows and delivering AI-powered insights. LeanData is a #1 G2 Crowd Provider and a 2027 Salesforce Partner of the Year for Customer Value.

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