Lead routing software that turns a form answer into a booked meeting
The fastest way to lose a lead is to make them wait. Routing forms qualify the lead and show a booking page for the right person in one step.
Routing form
How large is your team
1 to 10 people
11 to 50 people
More than 50 people
Routed to the mid market team, next free slot Tuesday 10:00 am
Qualify first, then book
A routing form asks two or three questions, such as company size, region or the problem to solve. Based on the answers, the lead sees the booking page of the matching rep or team, with real slots from their calendars.
Rules that match how you sell
- Route by company size, country or answer to a question
- Send existing customers to account managers
- Send small deals to a self serve page instead of a rep
- Use a fallback host when the matching rep is unavailable
Where to put the form
Place the form on your contact or pricing page, link to it from a campaign, or send it in a follow up email. The lead does not need an account and the rep gets the answers in the invite.
Common questions
Routing forms start on the Plus plan. Advanced routing rules are part of the Pro plan.
Yes. A form can send a lead to a pool, and the pool uses round robin to pick the host.
Give every client one link to book
Set up your booking page, connect your calendar and let clients pick a time that is actually free.