Routing for marketing automation made simple

Routing for marketing automation made simple

Automate and optimize your marketing scheduling workflows with Cal.com’s open infrastructure, API-first routing, and seamless integrations.

Automate and optimize your marketing scheduling workflows with Cal.com’s open infrastructure, API-first routing, and seamless integrations.

Cal.com routing form showcasing the creation of a customizable form with marketing-specific questions. The form allows teams to define options and require certain fields, demonstrating a flexible routing form for marketing teams.

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 marketing automation routing

Simple steps to smarter marketing automation routing

Effortlessly guide prospects, partners, and clients to the right marketing resource or campaign touchpoint.

Effortlessly guide prospects, partners, and clients to the right marketing resource or campaign touchpoint.

01

Design your routing flows

Set up custom routing forms to collect lead data and automatically qualify, segment, and direct bookers to the right marketing events or team members.

An interface for creating a marketing lead qualification question on a booking form. The prompt 'Create your first question' is shown with a description about gathering essential information for marketing automation.

02

Capture lead and campaign details

Gather essential information like company size, campaign interest, or geographic region to personalize the scheduling journey.

03

Route to the right marketer or resource

Automate assignments to the best-suited marketing specialist, campaign manager, or event based on real-time form responses.

A table displaying marketing team members with their roles, slugs, and teams such as Digital Marketing and Content Marketing. Each row includes the individual's name, role, and associated campaign team.

Unlock marketing team productivity with automated routing

Unlock marketing team productivity with automated routing

Accelerate campaign impact and lead conversion by removing manual steps and ensuring every inquiry is matched with the right marketer, instantly.

Accelerate campaign impact and lead conversion by removing manual steps and ensuring every inquiry is matched with the right marketer, instantly.

An interface showing the booking process for a marketing campaign. The form answers are displayed on the left, connected to a booking with a marketing specialist on the right. The booking is labeled 'Round robin' with a green checkmark.

01

Faster lead qualification

Automatically screen and route inbound leads to the right marketing programs or events, reducing manual intervention and response time.

02

Personalized campaign engagement

Use custom routing forms to segment prospects and book them into tailored webinars, demos, or nurture sequences.

An interface showing the decision process for assigning a marketing booking. If an owned lead account is found, the booking is assigned to the account owner. Otherwise, it is routed to available marketing team members using round robin.
A bar graph showing the number of marketing leads routed this week. One bar stands out as 'Above avg.' in green, with profile images representing marketing team members involved in routing.

03

Seamless integration with your stack

Connect Cal.com to your CRM, marketing automation platform, or analytics tools for a unified workflow that powers data-driven decisions.

04

Open-source flexibility

Customize every aspect of the routing experience with Cal.com’s API-first platform and self-hosting options, ensuring full control over your marketing data.

An interface for setting up a workflow to guide a marketing prospect to the appropriate team member based on campaign budget, interest, and region. The process assigns clients to marketing experts using defined criteria.

Comprehensive routing features for marketing automation

Comprehensive routing features for marketing automation

Everything your marketing team needs to automate scheduling, qualify leads, and optimize campaign bookings.

Everything your marketing team needs to automate scheduling, qualify leads, and optimize campaign bookings.

Attribute-based routing

Route prospects based on attributes like campaign intent, lead score, or region for precise marketing assignments.

CRM and MAP sync

Integrate with leading CRMs and marketing automation platforms to ensure lead ownership and routing accuracy.

Multi-step forms

Qualify and guide bookers through multi-stage forms for deeper segmentation and higher conversion.

Customizable fields

Capture exactly the data you need with fully customizable routing form fields and conditional logic.

Embedded forms

Add routing forms directly to your website or landing pages for seamless prospect engagement.

Advanced analytics

Track routing performance, optimize workflows, and report on campaign engagement with built-in analytics.

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 does Cal.com improve lead routing for marketing teams?

Cal.com streamlines lead routing by automatically qualifying and segmenting inbound prospects via custom forms, then assigning them to the right marketer, campaign, or event. This ensures faster follow-up and higher conversion rates.

Can Cal.com integrate with our CRM or marketing automation tools?

Yes, Cal.com offers native integrations and an API-first architecture, allowing you to sync with CRMs like Salesforce, HubSpot, and leading marketing automation platforms for seamless data flow.

Is it possible to customize routing logic for specific campaigns?

Absolutely. You can set up routing rules based on campaign type, lead source, region, or any custom attribute to match each inquiry with the right team member or resource.

How does Cal.com handle multi-step qualification?

Cal.com routing forms support multi-step processes, letting you collect and qualify detailed prospect data before booking, resulting in better segmentation and engagement.

Can we embed these forms in our marketing landing pages?

Yes, Cal.com routing forms can be embedded directly into your website, landing pages, or microsites, providing a smooth scheduling experience for prospects.

Is Cal.com suitable for large marketing teams or agencies?

Cal.com is built for teams and enterprises, offering scalable routing, permissions, and self-hosting options to fit the needs of complex marketing organizations.

How do analytics work for routed marketing bookings?

Cal.com’s Insights dashboard tracks routing outcomes, conversion rates, and engagement metrics so you can optimize your marketing workflows based on real data.

How does Cal.com improve lead routing for marketing teams?

Cal.com streamlines lead routing by automatically qualifying and segmenting inbound prospects via custom forms, then assigning them to the right marketer, campaign, or event. This ensures faster follow-up and higher conversion rates.

Can Cal.com integrate with our CRM or marketing automation tools?

Yes, Cal.com offers native integrations and an API-first architecture, allowing you to sync with CRMs like Salesforce, HubSpot, and leading marketing automation platforms for seamless data flow.

Is it possible to customize routing logic for specific campaigns?

Absolutely. You can set up routing rules based on campaign type, lead source, region, or any custom attribute to match each inquiry with the right team member or resource.

How does Cal.com handle multi-step qualification?

Cal.com routing forms support multi-step processes, letting you collect and qualify detailed prospect data before booking, resulting in better segmentation and engagement.

Can we embed these forms in our marketing landing pages?

Yes, Cal.com routing forms can be embedded directly into your website, landing pages, or microsites, providing a smooth scheduling experience for prospects.

Is Cal.com suitable for large marketing teams or agencies?

Cal.com is built for teams and enterprises, offering scalable routing, permissions, and self-hosting options to fit the needs of complex marketing organizations.

How do analytics work for routed marketing bookings?

Cal.com’s Insights dashboard tracks routing outcomes, conversion rates, and engagement metrics so you can optimize your marketing workflows based on real data.

How does Cal.com improve lead routing for marketing teams?

Cal.com streamlines lead routing by automatically qualifying and segmenting inbound prospects via custom forms, then assigning them to the right marketer, campaign, or event. This ensures faster follow-up and higher conversion rates.

Can Cal.com integrate with our CRM or marketing automation tools?

Yes, Cal.com offers native integrations and an API-first architecture, allowing you to sync with CRMs like Salesforce, HubSpot, and leading marketing automation platforms for seamless data flow.

Is it possible to customize routing logic for specific campaigns?

Absolutely. You can set up routing rules based on campaign type, lead source, region, or any custom attribute to match each inquiry with the right team member or resource.

How does Cal.com handle multi-step qualification?

Cal.com routing forms support multi-step processes, letting you collect and qualify detailed prospect data before booking, resulting in better segmentation and engagement.

Can we embed these forms in our marketing landing pages?

Yes, Cal.com routing forms can be embedded directly into your website, landing pages, or microsites, providing a smooth scheduling experience for prospects.

Is Cal.com suitable for large marketing teams or agencies?

Cal.com is built for teams and enterprises, offering scalable routing, permissions, and self-hosting options to fit the needs of complex marketing organizations.

How do analytics work for routed marketing bookings?

Cal.com’s Insights dashboard tracks routing outcomes, conversion rates, and engagement metrics so you can optimize your marketing workflows based on real data.

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!

Automate lead qualification, campaign bookings, and event routing to boost your marketing team’s efficiency and results. Start with Cal.com today.