Routing for PR agencies

Routing for PR agencies

Automate client lead routing for modern PR teams

Automate client lead routing for modern PR teams

Cal.com routing form tailored for PR agencies, showing customizable questions for media and client inquiry intake.

Confiado por empresas de rápido crecimiento en todo el mundo

Confiado por empresas de rápido crecimiento en todo el mundo

Confiado por empresas de rápido crecimiento en todo el mundo

Simple steps to automate client lead routing

Simple steps to automate client lead routing

Automatically direct media inquiries, client requests, and new business leads to the right PR specialist with Cal.com.

Automatically direct media inquiries, client requests, and new business leads to the right PR specialist with Cal.com.

01

Set up customized routing forms

Create branded forms to capture essential details about each inquiry, such as topic, urgency, and company size.

Form builder interface for PR agency intake, allowing creation of industry-specific questions for lead routing.

02

Gather information from clients and media

Clients and journalists fill out your routing form, providing the details you need to assign the right team member.

03

Smart routing assigns to the right PR expert

Based on responses, Cal.com instantly routes bookings to the most relevant PR consultant or team.

Automated routing overview for PR agency, displaying team members and their divisions like media relations and client services.

Key benefits for PR agencies

Key benefits for PR agencies

Transform your agency's client engagement with automated, intelligent scheduling and lead routing.

Transform your agency's client engagement with automated, intelligent scheduling and lead routing.

Attribute-based routing form showing PR industry and international booking example for PR agencies.

01

Faster response to media and client inquiries

Cal.com ensures urgent or high-value requests are routed to the right specialist, enabling your team to respond quickly and win more coverage.

02

Streamlined scheduling for diverse PR teams

Handle multiple service lines and client types by routing leads based on topic, industry, or campaign focus.

Ownership assignment interface showing PR client bookings routed to account managers or PR consultants.
Analytics dashboard showing number of PR leads routed to agency team members per week.

03

Seamless integration with your PR tech stack

Connect Cal.com to your CRM, comms tools, and email for end-to-end workflow automation.

04

Data-driven insights for agency growth

Track inquiry types, response times, and team workload to optimize operations and demonstrate value to clients.

Customizable routing logic for PR agency showing conditions like urgency, service type, and region.

Essential features for scalable PR agency workflows

Essential features for scalable PR agency workflows

Flexible, open scheduling infrastructure designed for fast-paced communications teams.

Flexible, open scheduling infrastructure designed for fast-paced communications teams.

Attribute-based routing

Route incoming leads to team members specializing in the relevant industry, service, or client size.

Ownership assignment

Automatically assign repeat clients or media contacts to the appropriate account manager or PR lead.

Advanced routing analytics

Monitor booking trends, campaign workload, and response times for transparent reporting and optimization.

Fully customizable forms

Tailor intake forms with your agency branding and gather exactly the information you need.

Multi-step workflows

Guide clients and journalists through a seamless, step-by-step process for consultation or briefing requests.

API-first architecture

Integrate Cal.com into your agency’s website, client portal, or CRM with powerful APIs and webhooks.

Todas tus herramientas clave sincronizadas con tus reuniones

Cal.com funciona con todas las aplicaciones que ya están en tu flujo, asegurando que todo funcione perfectamente junto.

Todas tus herramientas clave sincronizadas con tus reuniones

Cal.com funciona con todas las aplicaciones que ya están en tu flujo, asegurando que todo funcione perfectamente junto.

Todas tus herramientas clave sincronizadas con tus reuniones

Cal.com funciona con todas las aplicaciones que ya están en tu flujo, asegurando que todo funcione perfectamente junto.

Preguntas frecuentes

Preguntas frecuentes

Estas son algunas de nuestras preguntas más frecuentes.

Estas son algunas de nuestras preguntas más frecuentes.

How does Cal.com help PR agencies qualify and route client leads?

Cal.com lets you build forms that capture inquiry details, then automatically routes leads to the right PR specialist based on topic, urgency, or campaign type. This reduces manual triage and ensures every lead is handled by the best team member.

Can Cal.com route media inquiries to subject matter experts?

Yes. You can configure routing logic to direct journalists and media requests to the appropriate spokesperson or subject matter expert within your agency.

Is Cal.com secure and compliant for handling confidential client communications?

Cal.com is open-source, can be self-hosted, and offers robust security controls to protect sensitive client and media data. Compliance with privacy standards is built in.

Can I integrate Cal.com with our PR agency’s CRM and email tools?

Absolutely. Cal.com offers integrations with leading CRMs, email platforms, and Slack, so all inquiries and bookings sync with your existing workflow.

How does Cal.com support agencies with multiple service lines or offices?

You can define custom routing rules for each service, region, or office location, ensuring inquiries always reach the right team or consultant.

How customizable are the routing forms for agency branding?

Cal.com forms are fully customizable. You can add your logo, adjust colors, and include specific questions that reflect your agency’s brand and services.

What does implementation look like for a mid-sized PR agency?

Setup is fast and straightforward. You can launch routing forms and integrate with your website or CRM in minutes. Support and documentation are available to guide your team.

How does Cal.com help PR agencies qualify and route client leads?

Cal.com lets you build forms that capture inquiry details, then automatically routes leads to the right PR specialist based on topic, urgency, or campaign type. This reduces manual triage and ensures every lead is handled by the best team member.

Can Cal.com route media inquiries to subject matter experts?

Yes. You can configure routing logic to direct journalists and media requests to the appropriate spokesperson or subject matter expert within your agency.

Is Cal.com secure and compliant for handling confidential client communications?

Cal.com is open-source, can be self-hosted, and offers robust security controls to protect sensitive client and media data. Compliance with privacy standards is built in.

Can I integrate Cal.com with our PR agency’s CRM and email tools?

Absolutely. Cal.com offers integrations with leading CRMs, email platforms, and Slack, so all inquiries and bookings sync with your existing workflow.

How does Cal.com support agencies with multiple service lines or offices?

You can define custom routing rules for each service, region, or office location, ensuring inquiries always reach the right team or consultant.

How customizable are the routing forms for agency branding?

Cal.com forms are fully customizable. You can add your logo, adjust colors, and include specific questions that reflect your agency’s brand and services.

What does implementation look like for a mid-sized PR agency?

Setup is fast and straightforward. You can launch routing forms and integrate with your website or CRM in minutes. Support and documentation are available to guide your team.

How does Cal.com help PR agencies qualify and route client leads?

Cal.com lets you build forms that capture inquiry details, then automatically routes leads to the right PR specialist based on topic, urgency, or campaign type. This reduces manual triage and ensures every lead is handled by the best team member.

Can Cal.com route media inquiries to subject matter experts?

Yes. You can configure routing logic to direct journalists and media requests to the appropriate spokesperson or subject matter expert within your agency.

Is Cal.com secure and compliant for handling confidential client communications?

Cal.com is open-source, can be self-hosted, and offers robust security controls to protect sensitive client and media data. Compliance with privacy standards is built in.

Can I integrate Cal.com with our PR agency’s CRM and email tools?

Absolutely. Cal.com offers integrations with leading CRMs, email platforms, and Slack, so all inquiries and bookings sync with your existing workflow.

How does Cal.com support agencies with multiple service lines or offices?

You can define custom routing rules for each service, region, or office location, ensuring inquiries always reach the right team or consultant.

How customizable are the routing forms for agency branding?

Cal.com forms are fully customizable. You can add your logo, adjust colors, and include specific questions that reflect your agency’s brand and services.

What does implementation look like for a mid-sized PR agency?

Setup is fast and straightforward. You can launch routing forms and integrate with your website or CRM in minutes. Support and documentation are available to guide your team.

No te fíes solo de nuestra palabra

Nuestros usuarios son nuestros mejores embajadores. Descubre por qué somos la mejor opción para programar reuniones.

No te fíes solo de nuestra palabra

Nuestros usuarios son nuestros mejores embajadores. Descubre por qué somos la mejor opción para programar reuniones.

No te fíes solo de nuestra palabra

Nuestros usuarios son nuestros mejores embajadores. Descubre por qué somos la mejor opción para programar reuniones.

Confiado por empresas de rápido crecimiento en todo el mundo

Confiado por empresas de rápido crecimiento en todo el mundo

Confiado por empresas de rápido crecimiento en todo el mundo

Libera tu tiempo. Nos encargamos de tu programación. ¡Prueba Cal.com ahora!

Automate lead routing and client engagement. Try Cal.com today.