Smarter lead routing for digital marketing teams

Smarter lead routing for digital marketing teams

Connect prospects to the right specialist and automate meeting scheduling for your marketing agency or in-house team.

Connect prospects to the right specialist and automate meeting scheduling for your marketing agency or in-house team.

Routing form setup for digital marketing teams, showing client-focused questions and campaign-specific fields.

Vertraut von schnell wachsenden Unternehmen auf der ganzen Welt

Vertraut von schnell wachsenden Unternehmen auf der ganzen Welt

Vertraut von schnell wachsenden Unternehmen auf der ganzen Welt

How digital marketing teams streamline scheduling

How digital marketing teams streamline scheduling

Turn inbound requests into qualified meetings with the right marketing expert, every time.

Turn inbound requests into qualified meetings with the right marketing expert, every time.

01

Set up tailored routing forms

Design forms that capture key campaign details and client needs before booking. Route inbound leads to the right marketing strategist or specialist based on responses.

Creating a custom question for digital marketing client intake forms.

02

Gather campaign information from prospects

Clients and prospects fill out customizable forms, sharing their campaign goals, budget, and industry specifics as part of the scheduling flow.

03

Automate assignment to the best marketing expert

Based on form responses, Cal.com routes each inquiry to the most suitable team member, ensuring every meeting is productive and aligned with client needs.

Automated routing of marketing leads to the right team or specialist.

Benefits for digital marketing teams

Benefits for digital marketing teams

Maximize every lead and improve team efficiency with advanced scheduling infrastructure.

Maximize every lead and improve team efficiency with advanced scheduling infrastructure.

Showing attribute-based routing for digital marketing client intake and region.

01

Never miss a qualified lead

Attribute-based routing ensures every client is matched with the right marketing expert, reducing drop-offs and maximizing conversion.

02

Reduce manual coordination

Automated scheduling and lead assignment eliminate back-and-forth emails, letting your team focus on delivering value.

Ownership assignment interface for digital marketing account managers.
Analytics view showing routed client leads for marketing teams.

03

Accelerate client onboarding

Clients are routed instantly to the right strategist or campaign manager, shortening time to kickoff.

04

Gain actionable insights

Track form responses and routing performance in real time to optimize workflows and improve results.

Customizable routing logic setup for digital marketing campaign intake.

Features built for modern marketing teams

Features built for modern marketing teams

Unlock advanced routing, integrations, and customization with Cal.com’s open scheduling platform.

Unlock advanced routing, integrations, and customization with Cal.com’s open scheduling platform.

Attribute-based routing logic

Assign leads to the best-fit marketing specialist using campaign type, industry, or channel requirements.

CRM and marketing stack integrations

Sync seamlessly with HubSpot, Salesforce, and your favorite marketing tools for unified workflows.

Ownership-based assignment

Automatically connect returning clients to their dedicated account manager or strategist.

No-code, customizable forms

Build branded, multi-step forms that capture the details you need for tailored marketing consults.

Embedded scheduling

Add branded scheduling and routing forms directly to your website or landing pages.

Advanced analytics

Measure routing effectiveness and campaign performance with built-in insights.

Alle Ihre wichtigsten Werkzeuge synchron mit Ihren Besprechungen

Cal.com funktioniert mit allen Apps, die bereits in Ihrem Workflow sind, und sorgt dafür, dass alles perfekt zusammenarbeitet.

Alle Ihre wichtigsten Werkzeuge synchron mit Ihren Besprechungen

Cal.com funktioniert mit allen Apps, die bereits in Ihrem Workflow sind, und sorgt dafür, dass alles perfekt zusammenarbeitet.

Alle Ihre wichtigsten Werkzeuge synchron mit Ihren Besprechungen

Cal.com funktioniert mit allen Apps, die bereits in Ihrem Workflow sind, und sorgt dafür, dass alles perfekt zusammenarbeitet.

Häufig gestellte Fragen

Häufig gestellte Fragen

Dies sind einige unserer am häufigsten gestellten Fragen.

Dies sind einige unserer am häufigsten gestellten Fragen.

How does Cal.com’s routing help marketing agencies manage leads?

Cal.com’s routing forms let you segment and qualify leads automatically, assigning each new inquiry to the right campaign specialist or strategist. This reduces manual triage and ensures prospects quickly connect with the team member best suited to their goals.

Can I integrate Cal.com with HubSpot or Salesforce for marketing workflows?

Yes, Cal.com offers direct integrations with major CRMs like HubSpot and Salesforce. You can sync contacts, track lead journeys, and automate assignment based on ownership or campaign.

Can I route based on campaign type, budget, or industry?

Absolutely. Cal.com’s attribute-based logic lets you create routing rules using any field you specify, such as campaign type, client budget, or vertical. This ensures every prospect meets the right expert.

Are routing forms easy to customize for different marketing services?

Yes. Cal.com’s no-code form builder lets you design and update forms for any campaign or service, from SEO consults to paid media audits, without technical help.

How does ownership assignment work for returning clients?

Cal.com detects existing client relationships in your CRM and automatically assigns meetings to their dedicated account manager or strategist, providing seamless continuity.

Is it possible to embed scheduling and routing forms on our agency website?

Yes, you can embed Cal.com forms directly into your website or landing pages, offering a seamless branded booking and routing experience for your prospects.

What analytics does Cal.com provide for marketing teams?

Cal.com provides real-time insights into form completions, lead routing, and meeting outcomes, helping you optimize conversion and track campaign performance.

How does Cal.com’s routing help marketing agencies manage leads?

Cal.com’s routing forms let you segment and qualify leads automatically, assigning each new inquiry to the right campaign specialist or strategist. This reduces manual triage and ensures prospects quickly connect with the team member best suited to their goals.

Can I integrate Cal.com with HubSpot or Salesforce for marketing workflows?

Yes, Cal.com offers direct integrations with major CRMs like HubSpot and Salesforce. You can sync contacts, track lead journeys, and automate assignment based on ownership or campaign.

Can I route based on campaign type, budget, or industry?

Absolutely. Cal.com’s attribute-based logic lets you create routing rules using any field you specify, such as campaign type, client budget, or vertical. This ensures every prospect meets the right expert.

Are routing forms easy to customize for different marketing services?

Yes. Cal.com’s no-code form builder lets you design and update forms for any campaign or service, from SEO consults to paid media audits, without technical help.

How does ownership assignment work for returning clients?

Cal.com detects existing client relationships in your CRM and automatically assigns meetings to their dedicated account manager or strategist, providing seamless continuity.

Is it possible to embed scheduling and routing forms on our agency website?

Yes, you can embed Cal.com forms directly into your website or landing pages, offering a seamless branded booking and routing experience for your prospects.

What analytics does Cal.com provide for marketing teams?

Cal.com provides real-time insights into form completions, lead routing, and meeting outcomes, helping you optimize conversion and track campaign performance.

How does Cal.com’s routing help marketing agencies manage leads?

Cal.com’s routing forms let you segment and qualify leads automatically, assigning each new inquiry to the right campaign specialist or strategist. This reduces manual triage and ensures prospects quickly connect with the team member best suited to their goals.

Can I integrate Cal.com with HubSpot or Salesforce for marketing workflows?

Yes, Cal.com offers direct integrations with major CRMs like HubSpot and Salesforce. You can sync contacts, track lead journeys, and automate assignment based on ownership or campaign.

Can I route based on campaign type, budget, or industry?

Absolutely. Cal.com’s attribute-based logic lets you create routing rules using any field you specify, such as campaign type, client budget, or vertical. This ensures every prospect meets the right expert.

Are routing forms easy to customize for different marketing services?

Yes. Cal.com’s no-code form builder lets you design and update forms for any campaign or service, from SEO consults to paid media audits, without technical help.

How does ownership assignment work for returning clients?

Cal.com detects existing client relationships in your CRM and automatically assigns meetings to their dedicated account manager or strategist, providing seamless continuity.

Is it possible to embed scheduling and routing forms on our agency website?

Yes, you can embed Cal.com forms directly into your website or landing pages, offering a seamless branded booking and routing experience for your prospects.

What analytics does Cal.com provide for marketing teams?

Cal.com provides real-time insights into form completions, lead routing, and meeting outcomes, helping you optimize conversion and track campaign performance.

Glauben Sie uns nicht einfach so

Unsere Nutzer sind unsere besten Botschafter. Entdecken Sie, warum wir die erste Wahl für die Terminplanung sind.

Glauben Sie uns nicht einfach so

Unsere Nutzer sind unsere besten Botschafter. Entdecken Sie, warum wir die erste Wahl für die Terminplanung sind.

Glauben Sie uns nicht einfach so

Unsere Nutzer sind unsere besten Botschafter. Entdecken Sie, warum wir die erste Wahl für die Terminplanung sind.

Vertraut von schnell wachsenden Unternehmen auf der ganzen Welt

Vertraut von schnell wachsenden Unternehmen auf der ganzen Welt

Vertraut von schnell wachsenden Unternehmen auf der ganzen Welt

Frei Ihre Zeit auf. Wir kümmern uns um Ihre Terminplanung. Probieren Sie Cal.com jetzt aus!

Experience seamless lead routing and client onboarding—see Cal.com in action today.