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.

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.

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.

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.

Don’t just take our word for it

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

Don’t just take our word for it

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

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.