Cal.com v5.0

We're excited to introduce you to Cal.com Routing, an innovative approach to lead routing. With smarter logic and deeper insights, our improved routing engine ensures your leads always reach the right person and makes it the strongest choice among other scheduling tools.

Why we are building the best calendar routing engine?

Routing forms are critical for scheduling, particularly in sales and service industries. They ensure that the right client connects with the right representative at the right time. We’ve been working hard to enhance these capabilities, making routing more precise and flexible than ever.

Key upgrades:

• Attribute-based routing – Unlike traditional routing engines that rely solely on queue-based logic, our new system enables attribute-based routing for host assignments. Instead of manually defining each queue with countless permutations, you can assign attributes to hosts and route accordingly. For example, if a user adds headquarter: USA and company size: 20-200, our engine matches them with the best sales rep based on these attributes and round-robin logic.

• Attribute-based weights – Instead of assigning a single weight to a host, you can now define weights for each attribute they are assigned. For instance, a host could have weight 50 for company size: 1-20 and weight 100 for company size: 21-200, allowing for more granular and dynamic routing decisions.

• Ownership assignment – By deeply integrating with Salesforce and other CRMs we can route to sales reps who own a certain account. This would ignore the attributes and always assign a sales rep to a lead who already is assigned within Salesforce (i.e.: Contact Owner, Lead Owner, Account Owner)

• Enhanced insights – Analyze routing form inputs directly from the Insights tab and customize your view to track key metrics. Gain deeper visibility into how leads are routed and optimize for efficiency.

• Customizable routing logic – Fine-tune routing parameters to match the needs of your team events, ensuring bookers always land in the right place.

• Adjustable queue – Now, after the host has been already defined, you can manually reassign the booking to any host or reroute to another host (using the routing logic).

• Seamless CRM syncing – Ensure that routing form responses sync instantly with your CRM, reducing manual input and improving workflow efficiency. Check out all available integrations here.

To find out more about Routing, visit this page.

Quick comparison between Cal.com and Chili Piper

What’s Next? We’re continuously refining Routing 2.0 to bring even more power and flexibility to your scheduling workflows. Stay tuned for future updates, and if you like what we're building, upvote us on Product Hunt today.

New features:

• For those interested in paid bookings, we've added integration with HitPay as a payment option. #17213

• We've removed the confirmation step when booking an event if all required information is prefilled from incoming URL parameters. Now, when a timeslot is clicked, the booking is instantly confirmed, and the user is redirected directly to the booking success page. #18773

• We've introduced internal cancellation notes for bookings, allowing users to add private comments. #18804

• We've updated the logic to map booking responses from the attendee record to the event record in Salesforce, ensuring more accurate data syncing. #18532

• We've also allowed writing to Salesforce fields without validation. #18722

• We've added a booking and user creation source, allowing identification of where a booking or user creation request originated from (API V1, API V2, or Webapp). #18768

• We've added the ability to attach transcription files to relevant records #18740

• We've enhanced filtering in the Insights tab, making it easier to navigate and retain your settings for a smoother experience. #19013

• We've ensured that OOO emojis and the button to link to a team member are always displayed, even when the time is also blocked by an external calendar, providing clearer visibility of their status. #18054

Improvements & fixes:

• We've fixed an issue where admins couldn’t view all routing forms. #18931

• We've reworked pre-qualification handling to ensure fair routing, adding fallback logic to prevent unnecessary unavailability. #18550

• We've fixed incorrect statistics display on the routing insights page. #18985

• We've resolved failures in end-to-end tests across the platform. #18696

• We've removed unused database columns for better efficiency. #19059

• We've improved performance by delegating CRM event creation to a background task. #18370

• We've fixed an issue where capital letters in emails caused duplicate bookings. #18694

• We've allowed editing the execution time of webhooks. #18549

• We've fixed a bug where duplicating an event incorrectly enabled a private link. #18727

• We've resolved UI issues with scrolling on the upcoming bookings page. #18760

• We've fixed an issue preventing HubSpot from working with team events. #18812

• We've prevented routing form list overflow issues. #18686

• We've made the workflow page dynamically updated instead of static. #18925

• If you’re curious about all the releases from the past month, you can view them here.

We’re just getting started, and there’s much more to come! As we continue refining Routing 2.0, we’d love your feedback to shape the future of our product. If you’re as excited as we are, show your support by upvoting us on Product Hunt. Stay tuned for more updates, and thank you for being part of the Cal.com journey! 🚀

Cheers,
Ewa from Cal.com