Routing

Slow scheduling leaks pipeline

A fresh take on routing, powered by the most popular open source scheduling infrastructure. Streamline your sales process by routing leads to the right sales representative automatically.

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Trusted by fast-growing companies around the world

Trusted by fast-growing companies around the world

How it works

Simple steps to smarter lead routing

Effortlessly guide leads from inquiry to the right sales rep with these easy steps.

01

Create your routes

Ensure every booker is connected to the right person with Routing Forms.

02

Let leads fill in information

Your leads can now answer questions you give them prior to booking.

03

Route them to the right person

Based off their response, your leads are routed to the right person on your team.

Additional features

Boost sales efficiency with smart routing forms

Automate lead assignment by directing prospects to the most qualified team members based on their needs, ensuring faster responses and higher conversion rates.

01

Attribute-based routing

Unlike traditional routing engines that rely solely on queue-based logic, Cal.com allows attribute-based weighting for host assignments. Instead of manually defining each queue (route) with potentially hundreds of permutations, you can give your hosts an attribute and route accordingly.

02

Ownership assignment

Cal.com deeply integrate with Salesforce and other CRMs to route to sales reps who already own an account. This ignores the attributes and always assigns a sales rep to a lead who is already assigned within Salesforce.

03

Routing insights

Analyze routing form inputs directly from the Insights tab and customize your view to track key metrics. Gain deeper visibility into how leads are routed and optimize for efficiency.

04

Customizable routing logic

Fine-tune routing parameters to match the needs of your team events and ensure bookers always land in the right place.

Additional features

Advanced routing forms to close deals faster

Automatically connect leads to the right sales reps, streamlining your process to save time and close deals faster.

Automated lead routing

Direct bookers to the right team members automatically based on their details, such as industry, company size, or job role.

Customizable fields and questions

Customize your routing forms with a variety of field types to gather specific information from your bookers.

Multi-step forms

Use multi-step forms to break down the booking process into simpler, more digestible stages, improving the user experience.

Dynamic scheduling based on responses

Schedule meetings based on your leads responses to your routing forms.

Embedded forms

Easily embed routing forms into your website or landing pages, and customize the design to match your branding.

Analytics

Track and analyze responses to your routing forms to understand your customers and leads.

App store

All your key tools in-sync with your meetings

Cal.com works with all apps already in your flow ensuring everything works perfectly together.

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FAQ

Frequently asked questions

These are some of our most frequently asked questions.

Routing Forms allow potential meeting attendees to answer a series of questions, ensuring they’re directed to the appropriate bookable event type based on their responses. This streamlines the scheduling process by connecting bookers with the right person or event automatically.

Testimonials

Don't just take our word for it

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

More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right.

FM

Flo Merian

Product Marketing, Mintlify

Ready to streamline your routing? Get started with Cal.com today!