Routing forms

A routing form sits in front of your booking pages. It asks a question or two, then applies simple rules to decide where the visitor goes - a specific person, a team, or a particular booking type. Enterprise leads reach a senior rep; support questions reach the right queue; the wrong person never fields the wrong meeting.

Build one

1. Go to Routing and create a form.
2. Add the questions that determine routing (company size, product interest, issue type).
3. Write rules, checked top to bottom: “if Company size is Enterprise → senior AE round-robin.”
4. Set a fallback destination for anything that doesn't match a rule.
5. Share the form's link where inbound lands - your site, an ad, an email.

For sales: qualify and book instantly

Routing doubles as lead qualification. A scored lead drops straight onto the right rep's live availability - no reply-and-wait gap where interest cools. Combine it with weighted round-robin behind the rule to favour your best closers and pause anyone who's out.