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.
Trusted by fast-growing companies around the world
Trusted by fast-growing companies around the world
Trusted by fast-growing companies around the world
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.
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.
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.
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.
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.
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.
All your key tools in-sync with your meetings
Cal.com works with all apps already in your flow ensuring everything works perfectly together.
All your key tools in-sync with your meetings
Cal.com works with all apps already in your flow ensuring everything works perfectly together.
All your key tools in-sync with your meetings
Cal.com works with all apps already in your flow ensuring everything works perfectly together.
Frequently asked questions
Frequently asked questions
These are some of our most frequently asked questions.
These are some of our most frequently asked questions.
How can Cal.com routing forms help email marketing agencies qualify demo requests?
Cal.com’s routing forms let you ask targeted questions upfront, such as campaign goals, company size, or email list volume. This information is used to segment, qualify, and direct each booking to the specialist best equipped to close the deal, saving time and improving conversion rates.
Can Cal.com assign meetings based on account ownership in our CRM?
Yes. Cal.com integrates with major CRMs like HubSpot and Salesforce, automatically assigning bookings to the appropriate account owner or sales rep, ensuring continuity and a personalized client experience.
Is it possible to embed routing forms on our agency website or SaaS product landing pages?
Absolutely. Cal.com routing forms are easy to embed, fully customizable, and can be styled to match your branding. This allows you to capture leads directly from your site and route them instantly to the right team member.
How does Cal.com support agencies with multiple service lines or products?
You can create multiple routing forms or logic paths within one form to segment leads by service line, product interest, or campaign type. Each path can be assigned to different specialists or teams for tailored follow-up.
Does Cal.com offer advanced analytics to track lead quality and booking outcomes?
Yes. Cal.com provides insights on form submissions, booking rates, lead quality, and routing efficiency, giving you the data you need to optimize your marketing and sales operations.
Can we self-host Cal.com to keep client data private and compliant?
Yes, Cal.com is open source and self-hostable. This gives your agency full control over data residency, security, and compliance, with robust SSO and permission management.
What integrations are available for marketing automation and communication?
Cal.com supports integrations with popular tools like HubSpot, Salesforce, Slack, Google Workspace, and many more, enabling automated notifications, record updates, and streamlined workflows.
How can Cal.com routing forms help email marketing agencies qualify demo requests?
Cal.com’s routing forms let you ask targeted questions upfront, such as campaign goals, company size, or email list volume. This information is used to segment, qualify, and direct each booking to the specialist best equipped to close the deal, saving time and improving conversion rates.
Can Cal.com assign meetings based on account ownership in our CRM?
Yes. Cal.com integrates with major CRMs like HubSpot and Salesforce, automatically assigning bookings to the appropriate account owner or sales rep, ensuring continuity and a personalized client experience.
Is it possible to embed routing forms on our agency website or SaaS product landing pages?
Absolutely. Cal.com routing forms are easy to embed, fully customizable, and can be styled to match your branding. This allows you to capture leads directly from your site and route them instantly to the right team member.
How does Cal.com support agencies with multiple service lines or products?
You can create multiple routing forms or logic paths within one form to segment leads by service line, product interest, or campaign type. Each path can be assigned to different specialists or teams for tailored follow-up.
Does Cal.com offer advanced analytics to track lead quality and booking outcomes?
Yes. Cal.com provides insights on form submissions, booking rates, lead quality, and routing efficiency, giving you the data you need to optimize your marketing and sales operations.
Can we self-host Cal.com to keep client data private and compliant?
Yes, Cal.com is open source and self-hostable. This gives your agency full control over data residency, security, and compliance, with robust SSO and permission management.
What integrations are available for marketing automation and communication?
Cal.com supports integrations with popular tools like HubSpot, Salesforce, Slack, Google Workspace, and many more, enabling automated notifications, record updates, and streamlined workflows.
How can Cal.com routing forms help email marketing agencies qualify demo requests?
Cal.com’s routing forms let you ask targeted questions upfront, such as campaign goals, company size, or email list volume. This information is used to segment, qualify, and direct each booking to the specialist best equipped to close the deal, saving time and improving conversion rates.
Can Cal.com assign meetings based on account ownership in our CRM?
Yes. Cal.com integrates with major CRMs like HubSpot and Salesforce, automatically assigning bookings to the appropriate account owner or sales rep, ensuring continuity and a personalized client experience.
Is it possible to embed routing forms on our agency website or SaaS product landing pages?
Absolutely. Cal.com routing forms are easy to embed, fully customizable, and can be styled to match your branding. This allows you to capture leads directly from your site and route them instantly to the right team member.
How does Cal.com support agencies with multiple service lines or products?
You can create multiple routing forms or logic paths within one form to segment leads by service line, product interest, or campaign type. Each path can be assigned to different specialists or teams for tailored follow-up.
Does Cal.com offer advanced analytics to track lead quality and booking outcomes?
Yes. Cal.com provides insights on form submissions, booking rates, lead quality, and routing efficiency, giving you the data you need to optimize your marketing and sales operations.
Can we self-host Cal.com to keep client data private and compliant?
Yes, Cal.com is open source and self-hostable. This gives your agency full control over data residency, security, and compliance, with robust SSO and permission management.
What integrations are available for marketing automation and communication?
Cal.com supports integrations with popular tools like HubSpot, Salesforce, Slack, Google Workspace, and many more, enabling automated notifications, record updates, and streamlined workflows.
Don’t just take our word for it
Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
Don’t just take our word for it
Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
Don’t just take our word for it
Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
Trusted by fast-growing companies around the world
Trusted by fast-growing companies around the world
Trusted by fast-growing companies around the world
Free up your time. We've got your scheduling covered. Try Cal.com now!
Try Cal.com free or book a demo to see how routing forms can accelerate your pipeline.
Cal.com® and Cal® are a registered trademark by Cal.com, Inc. All rights reserved.
Our mission is to connect a billion people by 2031 through calendar scheduling.
Need Help? [email protected] or live chat.
Solutions
Use Cases
Resources
Cal.com® and Cal® are a registered trademark by Cal.com, Inc. All rights reserved.
Our mission is to connect a billion people by 2031 through calendar scheduling.
Need Help? [email protected] or live chat.
Solutions
Use Cases
Resources
Cal.com® and Cal® are a registered trademark by Cal.com, Inc. All rights reserved.
Our mission is to connect a billion people by 2031 through calendar scheduling.
Need Help? [email protected] or live chat.
Solutions
Use Cases
Resources