Routing for SEO agencies

Automated lead routing for SEO agencies

Effortless client qualification and assignment for high-performing SEO teams

SEO agencies routing formSave
1. How many people work at your company?Required

Label

How many people work at your company?

Identifier

company-size

Type

Single selection

Options

Manually addFrom attributeCompany size (3 of 4)
2. What services are you interested in?Required
3. What country are you based in?Required
4. What's your timeline for getting started?Required
Add question

Vertrouwd door snelgroeiende bedrijven over de hele wereld

Simple setup for smarter SEO client routing

Guide new leads and clients to the right SEO specialists in just a few steps.

01

Design your routing forms

Tailor forms with questions that qualify SEO leads by project type, budget, and goals.

02

Capture essential client details

Clients answer your custom questions before booking, ensuring accurate qualification every time.

03

Route to the right SEO expert

Based on responses, leads are automatically connected with the most suitable team member—no manual sorting needed.

Growth benefits for SEO agencies

Unlock efficiency gains and client satisfaction with advanced routing for SEO workflows.

Customer

Form answers

ImmigrationFrance
SalesforceHubSpot
Booked

Enterprise round robin

Alex Fisher

ImmigrationFrance
01

Faster lead qualification

Automate pre-sales qualification by collecting project details, goals, and budgets, reducing manual review for your team.
Salesforce

Owned account found

Assign to account owner

YesNo

Assign to owner

Direct to account owner

CustomerOwner

Event scheduled

Round robin

Find an available host

EMR Sales
02

Higher conversion rates

Ensure every inquiry reaches the right SEO specialist, increasing the chance of successful onboarding and upsells.

Routed to this week

Benny above avg.
03

Seamless team management

Assign leads to the right account manager or SEO team based on expertise, availability, and ownership for efficient workload distribution.
Company sizeAny in>500

Send booker to

Event TypeEU Enterprise

And direct to team member

WhenAllmatch

InterestsAny inImmigrationCountryAny inAttribute
04

Enhanced insights

Track form responses and routing outcomes to optimize your lead pipeline and resource allocation.

Advanced features for SEO agencies

Powerful routing, deep integrations, and flexible infrastructure designed for modern SEO teams.

Open-source and API-first architecture

Customize every aspect of your routing and scheduling workflow, or build integrations with your favorite marketing tools.

Attribute-based routing

Connect leads with SEO specialists based on attributes like project size, industry, or service focus.

CRM and project management integrations

Sync with tools like HubSpot, Salesforce, or Asana for seamless client handoffs and tracking.

Ownership assignment

Automatically route returning clients to their dedicated SEO account manager, maintaining consistency and trust.

Customizable forms and fields

Design multi-step, branded routing forms to match your agency’s client intake process.

Actionable analytics

Get real-time insights on lead sources, routing performance, and team utilization.

Al je belangrijkste tools synchroon met je meetings

Koppelt met Slack, Salesforce en meer dan 100 andere tools. Boekingen verschijnen waar je team al werkt.

Google CalendarOutlook CalendarApple CalendarZoom VideoGoogle MeetSalesforceHubSpot CRMSlackStripeZapierDatabuddyCal.com
Google CalendarOutlook CalendarApple CalendarZoom VideoGoogle MeetSalesforceHubSpot CRMSlackStripeZapierDatabuddyCal.com
  • Google CalendarCheckt elke agenda op conflicten en voegt de boeking toe.
  • Zoom VideoGeeft elke boeking een eigen meetinglink.
  • SalesforceLogt de meeting bij het contact en stuurt door naar de eigenaar.
  • HubSpot CRMVoegt afspraken toe aan contacten en deals.
  • SlackLaat het team weten zodra een meeting is geboekt.
  • StripeInt betaling zodra het tijdslot is geboekt.
  • FramerZet je boekingspagina op een Framer-site.
  • ElevenLabsGeeft spraakagents een realistische AI-stem.
  • LinearZet je status vanuit je agenda op afwezig.
  • Meta PixelMeet boekingen uit je Meta-advertentiecampagnes.
  • UmamiTelt bezoeken aan je boekingspagina, privé.
  • WhatsAppOntmoet je bezoekers via WhatsApp-chat of videogesprek.

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