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Routing for email marketing teams

Routing for email marketing teams

Automate, qualify, and assign inbound demo requests for email marketing agencies and SaaS teams with Cal.com’s flexible routing forms.

Automate, qualify, and assign inbound demo requests for email marketing agencies and SaaS teams with Cal.com’s flexible routing forms.

Cal.com routing form showcasing the creation of a customizable form for email marketing teams. The form allows users to define options and mark certain fields as required, focused on qualifying email marketing leads.

Confiado por empresas em rápido crescimento em todo o mundo

Confiado por empresas em rápido crescimento em todo o mundo

Confiado por empresas em rápido crescimento em todo o mundo

Simple steps to smarter lead routing for email marketing

Simple steps to smarter lead routing for email marketing

Qualify and assign demo requests automatically, so your team can focus on closing deals.

Qualify and assign demo requests automatically, so your team can focus on closing deals.

01

Set up your routing form

Create a branded, no-code routing form to gather essential details from demo and consultation requesters.

Form builder interface for creating a question tailored to email marketing inquiries, allowing customization of fields such as campaign objectives or contact list size.

02

Capture and qualify leads

Ask questions about campaign goals, company size, and marketing needs to pre-qualify prospects instantly.

03

Assign to the right specialist

Route each booking to the most relevant email marketing strategist or sales rep based on client responses and your team’s availability.

A team roster interface for email marketing, displaying specialists like Email Strategy or Campaign Operations, each with their roles and team assignments.

Key benefits for email marketing teams

Key benefits for email marketing teams

Transform how your agency or SaaS team handles inbound demo requests and client consultations.

Transform how your agency or SaaS team handles inbound demo requests and client consultations.

Interface showing booking assignment for email marketing, with form answers linked to a consultation booking and assigned to an expert based on attributes like industry and country.

01

Automated lead qualification

Eliminate manual triage by qualifying prospects right at the point of booking, ensuring your team spends time only with high-potential leads.

02

Faster response times

Assign meetings instantly to the best-suited team member, reducing lag and giving your prospects a premium experience.

Ownership assignment interface for email marketing, displaying whether a lead is routed to the account owner or via round robin to available specialists.
Bar graph showing the number of email marketing leads routed to team members this week, highlighting high performers.

03

Open source and API-first flexibility

Customize every aspect of your scheduling and routing workflows, integrate with your CRM and marketing stack, and self-host for full control.

04

Seamless integrations

Connect Cal.com with your favorite tools like HubSpot, Salesforce, Slack, and email platforms to keep your pipeline moving smoothly.

Customizable routing logic interface for email marketing, showing conditions like contact list size and campaign type to optimize lead assignment.

Features designed for busy email marketers

Features designed for busy email marketers

Everything your agency or SaaS team needs to qualify, route, and book more calls with less effort.

Everything your agency or SaaS team needs to qualify, route, and book more calls with less effort.

Dynamic routing forms

Build forms that adapt to client responses, qualifying and segmenting leads based on campaign type, industry, or budget.

CRM and marketing automation sync

Automatically assign bookings to the account owner in your CRM, or trigger workflows in your marketing automation tools.

Multi-step and customizable forms

Collect targeted info without overwhelming prospects. Use multi-step forms for better conversion and detailed qualification.

Advanced analytics and insights

Track which campaigns or channels drive the most qualified bookings and optimize your routing logic to maximize ROI.

Embedded and branded forms

Seamlessly add routing forms to your website or landing pages, fully customized to match your brand.

Self-hosting and security

Keep client data secure and compliant with full self-hosting options, SSO, and granular permission controls.

Todas as suas ferramentas principais sincronizadas com as suas reuniões

A Cal.com funciona com todas as aplicações já no seu fluxo, garantindo que tudo funcione perfeitamente em conjunto.

Todas as suas ferramentas principais sincronizadas com as suas reuniões

A Cal.com funciona com todas as aplicações já no seu fluxo, garantindo que tudo funcione perfeitamente em conjunto.

Todas as suas ferramentas principais sincronizadas com as suas reuniões

A Cal.com funciona com todas as aplicações já no seu fluxo, garantindo que tudo funcione perfeitamente em conjunto.

Perguntas frequentes

Perguntas frequentes

Estas são algumas das nossas perguntas mais frequentes.

Estas são algumas das nossas perguntas mais frequentes.

How can Cal.com routing forms help email marketing agencies qualify demo requests?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Can Cal.com assign meetings based on account ownership in our CRM?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Is it possible to embed routing forms on our agency website or SaaS product landing pages?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

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

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Does Cal.com offer advanced analytics to track lead quality and booking outcomes?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Can we self-host Cal.com to keep client data private and compliant?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

What integrations are available for marketing automation and communication?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

How can Cal.com routing forms help email marketing agencies qualify demo requests?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Can Cal.com assign meetings based on account ownership in our CRM?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Is it possible to embed routing forms on our agency website or SaaS product landing pages?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

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

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Does Cal.com offer advanced analytics to track lead quality and booking outcomes?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Can we self-host Cal.com to keep client data private and compliant?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

What integrations are available for marketing automation and communication?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

How can Cal.com routing forms help email marketing agencies qualify demo requests?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Can Cal.com assign meetings based on account ownership in our CRM?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Is it possible to embed routing forms on our agency website or SaaS product landing pages?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

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

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Does Cal.com offer advanced analytics to track lead quality and booking outcomes?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Can we self-host Cal.com to keep client data private and compliant?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

What integrations are available for marketing automation and communication?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Não acredite apenas na nossa palavra

Os nossos utilizadores são os nossos melhores embaixadores. Descubra por que somos a melhor escolha para agendar reuniões.

Não acredite apenas na nossa palavra

Os nossos utilizadores são os nossos melhores embaixadores. Descubra por que somos a melhor escolha para agendar reuniões.

Não acredite apenas na nossa palavra

Os nossos utilizadores são os nossos melhores embaixadores. Descubra por que somos a melhor escolha para agendar reuniões.

Confiado por empresas em rápido crescimento em todo o mundo

Confiado por empresas em rápido crescimento em todo o mundo

Confiado por empresas em rápido crescimento em todo o mundo

Liberte o seu tempo. Nós tratamos da sua programação. Experimente o Cal.com agora!

Try Cal.com free or book a demo to see how routing forms can accelerate your pipeline.