Routing for advertising agencies

Smarter routing for advertising agencies

Route client inquiries to the right team member, every time

Advertising 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

Trusted by fast-growing companies around the world

How it works for advertising agencies

Simplify client onboarding and project assignment with intelligent routing

01

Set up your routing forms

Create custom forms to capture client needs and project details as soon as an inquiry is made.

02

Collect client information

Let prospective and existing clients share project goals, budgets, and creative requirements before booking.

03

Automatically route to the right expert

Based on client responses, direct them to the most suitable strategist, account manager, or creative lead for their needs.

Key benefits for agencies

Transform your agency’s scheduling and lead management

Customer

Form answers

ImmigrationFrance
SalesforceHubSpot
Booked

Enterprise round robin

Alex Fisher

ImmigrationFrance
01

Accelerate client onboarding

Reduce manual triage and instantly connect clients to the right team member for faster project kick-off.
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

Boost conversion rates

Eliminate drop-offs with seamless, tailored booking experiences for clients and prospects.

Routed to this week

Benny above avg.
03

Enhance team productivity

Let your team focus on creative work, not manual scheduling, with automated routing and notifications.
Company sizeAny in>500

Send booker to

Event TypeEU Enterprise

And direct to team member

WhenAllmatch

InterestsAny inImmigrationCountryAny inAttribute
04

Data-driven workflow optimization

Gain actionable insights from routing analytics to refine your processes and deliver better results.

Powerful features for agency teams

Flexible, API-first routing with integrations for every workflow

Customizable routing forms

Tailor intake forms to collect key client details like budget, timeline, and campaign goals before booking.

Attribute-based team assignment

Automatically route inquiries to the right specialist based on client needs, project type, or industry vertical.

CRM and project management integration

Sync with your agency’s CRM or PM tools to streamline handoffs and keep your pipeline organized.

Advanced analytics and insights

Track conversion rates, team utilization, and client preferences to optimize your agency’s performance.

Self-hosted and white-labeled

Keep your branding front and center and meet compliance needs by self-hosting or white-labeling Cal.com.

Multi-step workflows

Guide clients through multi-stage booking or briefing processes to capture all necessary info up front.

All your key tools in sync with your meetings

Connects to Slack, Salesforce, and 100+ more. Bookings show up where your team already works.

Google CalendarOutlook CalendarApple CalendarZoom VideoGoogle MeetSalesforceHubSpot CRMSlackStripeZapierDatabuddyCal.com
Google CalendarOutlook CalendarApple CalendarZoom VideoGoogle MeetSalesforceHubSpot CRMSlackStripeZapierDatabuddyCal.com
  • Google CalendarVerifica conflitos em todos os calendários e adiciona o agendamento.
  • Zoom VideoDá a cada agendamento seu próprio link de reunião.
  • SalesforceRegistra a reunião no contato e encaminha ao responsável.
  • HubSpot CRMAdiciona agendamentos a contatos e negócios.
  • SlackAvisa a equipe assim que uma reunião é agendada.
  • StripeCobra quando o horário é agendado.
  • FramerColoca sua página de agendamento em um site Framer.
  • ElevenLabsDá aos agentes de voz uma voz de IA realista.
  • LinearDefine seu status como ausente pelo calendário.
  • Meta PixelMede agendamentos das suas campanhas de anúncios Meta.
  • UmamiConta visitas à sua página de agendamento, com privacidade.
  • WhatsAppAtende seus participantes em um chat ou videochamada no WhatsApp.

Frequently asked questions

These are some of our most frequently asked questions.

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Don’t just take our word for it

Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.

  • Thrilled with this scheduling app—it's a game-changer. The intuitive interface and advanced features streamline my time management. The standout, however, is the incredible support team—swift, expert responses to every query. A perfect combo for seamless scheduling and top-notch customer service. P.s. Way better than Calendly
    Mickeyem Trustpilot
  • I just migrated from calendly to cal.com I'm liking it so far. I wasn't particularly displeased with calendly. It's fine. But I like that cal is OSS and my sub to calendly was coming up for renewal so I thought I'd check it out. Looks good.
    Kent C. Dodds 🌌@kentcdodds em X
  • 2 days of using @calcom is enough to never look back at calendly
    Anuvesh Singh@singh_anuvesh em X
  • Without a doubt the best calendar/scheduling application I have ever used. It has all of the advanced features I need while also being insanely intuitive and straightforward for both end-users and booking recipients. Love it!!
    davidvkimballem Trustpilot
  • (finally) made the move to @calcom after I couldn't find how to edit events in the calendly dashboard and I must say - dash is 10/10 Bravo @peer_rich and team (I should have moved over years ago!) OSS fam
    Ant Wilson@AntWilson em X
  • One of the best tools for scheduling and my favorite after so many other options tried.
    Denisem Product Hunt
  • more elegant than Calendly, more open than Savvycal, cal.com works and it feels just right.
    flo merianem Product Hunt
  • This platform's open-source nature and flexible licensing are a developer's dream. Self-hosting and white-labeling empower personalization and seamless integration.
    Ahmed Elnaggarem Product Hunt
  • for the love of me, why do people still use Calendly? Just today I have seen products reference Calendly while they know of @calcom It's a no brainer for me to use , their brand is amazing, cool team + they even have more compelling features 🤷
    Rotimi Best@rotimi_best em X
  • Amazing. I've been sharing it with everyone I know. It's helped me create more events spontaneously, because of how smooth it is compared to Calendly and Harmonizely.
    Benem Product Hunt
  • Very easy to set up and start. Connected with my Google calendar without any problem. Connecting with Microsoft gives me an error. But other than that the user interface is very good.
    Pankaj Dixitem Product Hunt
  • Just gave it a go and it's definitely the easiest meeting I've ever scheduled! No context switching, no distractions, and works even better on mobile too.
    Aria Minaeiem Product Hunt

Trusted by fast-growing companies around the world

Ready to streamline client bookings?

Elevate your agency’s efficiency with automated routing and seamless client scheduling.

Get startedTalk to sales