Routing for Marketing Teams

Routing for Marketing Teams

A streamlined approach to routing leads to your marketing team, powered by the leading open source scheduling infrastructure.

A streamlined approach to routing leads to your marketing team, powered by the leading open source scheduling infrastructure.

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

A New Path to Efficient Lead Routing

A New Path to Efficient Lead Routing

Guide leads from inquiry to the right marketing representative with these simple steps.

Guide leads from inquiry to the right marketing representative with these simple steps.

01

Establish your routes

Connect every prospect to the appropriate person in your marketing team with Routing Forms.

02

Allow leads to provide information

Prospects can now answer pre-set questions before booking.

03

Route them to the appropriate representative

Based on their responses, your leads are routed to the right person in your marketing team.

Enhance marketing efficiency with intelligent routing forms

Enhance marketing efficiency with intelligent routing forms

Direct prospects to the most suited marketing team members based on their needs, ensuring faster responses and more successful conversions.

Direct prospects to the most suited marketing team members based on their needs, ensuring faster responses and more successful conversions.

01

Attribute-based routing

Cal.com allows attribute-based weighting for host assignments. Instead of manually defining each queue (route) with potentially hundreds of permutations, you can assign your hosts an attribute and route accordingly.

02

Ownership assignment

Cal.com integrates with Salesforce and other CRMs to route to marketing representatives who already own an account. This ignores the attributes and always assigns a representative to a lead who is already assigned within the CRM.

03

Routing insights

Customize your view to track key metrics from the Insights tab and gain deeper visibility into how leads are routed and optimize for efficiency.

04

Customizable routing logic

Alter routing parameters to fit the needs of your team events and ensure prospects always land in the right place.

Streamline your process with advanced routing forms

Streamline your process with advanced routing forms

Automatically connect leads to the right marketing representatives, streamlining your process to save time and convert leads faster.

Automatically connect leads to the right marketing representatives, streamlining your process to save time and convert leads faster.

Automated lead routing

Route prospects to the right team members automatically based on details like industry, company size, or job role.

Customizable fields and questions

Customize your routing forms with a variety of field types to gather specific information from your prospects.

Multi-step forms

Use multi-step forms to break down the booking process into simpler, more digestible stages, improving the user experience.

Dynamic scheduling based on responses

Schedule meetings based on your leads responses to your routing forms.

Embedded forms

Effortlessly embed routing forms into your website or landing pages, and customize the design to match your branding.

Analytics

Track and analyze responses to your routing forms to understand your customers and leads better.

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.

What are Routing Forms in Cal.com?

Routing Forms in Cal.com allow potential meeting attendees to answer a series of questions, ensuring they’re directed to the appropriate bookable event type based on their responses.

Can I customize Routing Forms?

Yes, Cal.com's Routing Forms are designed to be easy to customize and are no-code friendly. You can tailor them to your specific needs without requiring technical expertise.

How do I set up a Routing Form?

To set up a Routing Form, log in to your Cal.com account, navigate to the App Store, and install the Routing Forms app. Once installed, you can create a new form, name it, and add a description. Then add input fields and define routing paths based on responses.

Can I integrate Routing Forms with external form builders like Typeform?

Yes, Routing Forms can be integrated with external form builders like Typeform. This allows you to use your preferred form-building tools while still leveraging the powerful routing capabilities of Cal.com.

How do Routing Forms improve the scheduling process?

Routing Forms improve scheduling by asking screening questions to potential prospects, using their responses to route them to the correct event type or team member. This eliminates the need for back-and-forth communication, making the scheduling process more efficient and productive.

Can Routing Forms help qualify leads for my marketing team?

Yes, Routing Forms can ask screening questions to qualify leads before booking a meeting. This ensures that only high-quality leads are passed on to your marketing team, saving time and boosting efficiency.

What plans do I need to replicate the same Chili Piper experience (Concierge, Distro, Handoff)?

Our Routing suite is a single product that is part of "Organizations" that comes at a simple cost of $37/month/user.

What are Routing Forms in Cal.com?

Routing Forms in Cal.com allow potential meeting attendees to answer a series of questions, ensuring they’re directed to the appropriate bookable event type based on their responses.

Can I customize Routing Forms?

Yes, Cal.com's Routing Forms are designed to be easy to customize and are no-code friendly. You can tailor them to your specific needs without requiring technical expertise.

How do I set up a Routing Form?

To set up a Routing Form, log in to your Cal.com account, navigate to the App Store, and install the Routing Forms app. Once installed, you can create a new form, name it, and add a description. Then add input fields and define routing paths based on responses.

Can I integrate Routing Forms with external form builders like Typeform?

Yes, Routing Forms can be integrated with external form builders like Typeform. This allows you to use your preferred form-building tools while still leveraging the powerful routing capabilities of Cal.com.

How do Routing Forms improve the scheduling process?

Routing Forms improve scheduling by asking screening questions to potential prospects, using their responses to route them to the correct event type or team member. This eliminates the need for back-and-forth communication, making the scheduling process more efficient and productive.

Can Routing Forms help qualify leads for my marketing team?

Yes, Routing Forms can ask screening questions to qualify leads before booking a meeting. This ensures that only high-quality leads are passed on to your marketing team, saving time and boosting efficiency.

What plans do I need to replicate the same Chili Piper experience (Concierge, Distro, Handoff)?

Our Routing suite is a single product that is part of "Organizations" that comes at a simple cost of $37/month/user.

What are Routing Forms in Cal.com?

Routing Forms in Cal.com allow potential meeting attendees to answer a series of questions, ensuring they’re directed to the appropriate bookable event type based on their responses.

Can I customize Routing Forms?

Yes, Cal.com's Routing Forms are designed to be easy to customize and are no-code friendly. You can tailor them to your specific needs without requiring technical expertise.

How do I set up a Routing Form?

To set up a Routing Form, log in to your Cal.com account, navigate to the App Store, and install the Routing Forms app. Once installed, you can create a new form, name it, and add a description. Then add input fields and define routing paths based on responses.

Can I integrate Routing Forms with external form builders like Typeform?

Yes, Routing Forms can be integrated with external form builders like Typeform. This allows you to use your preferred form-building tools while still leveraging the powerful routing capabilities of Cal.com.

How do Routing Forms improve the scheduling process?

Routing Forms improve scheduling by asking screening questions to potential prospects, using their responses to route them to the correct event type or team member. This eliminates the need for back-and-forth communication, making the scheduling process more efficient and productive.

Can Routing Forms help qualify leads for my marketing team?

Yes, Routing Forms can ask screening questions to qualify leads before booking a meeting. This ensures that only high-quality leads are passed on to your marketing team, saving time and boosting efficiency.

What plans do I need to replicate the same Chili Piper experience (Concierge, Distro, Handoff)?

Our Routing suite is a single product that is part of "Organizations" that comes at a simple cost of $37/month/user.

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!

Ready to streamline your routing? Get started with Cal.com today!