Routing

Every lead meets the right rep.

A few questions on your site decide who a lead books with. Big accounts reach their region's rep, the rest the next free one, and support questions skip sales.

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Talk to sales

Test where a 600-person company in EMEA goes on “Talk to sales”

It matches Enterprise EMEA and goes to the enterprise demo link, team/sales/enterprise. That route then picks a rep by their attributes, which a test doesn't show.

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One lead, start to finish.

Clara from Northwind asks Acme for a demo. Here's everything Cal.com does between her pressing Continue and the meeting landing on the right calendar.

Routing form

A lead says who they are

Clara answers four questions on Acme's site: her work email, company size, region and what she needs. That's all a route needs to go on.

Routes

Her answers meet your rules

Cal.com checks the routes in order. Over 500 people in EMEA matches Enterprise EMEA, so she goes to the enterprise link.

Round robin

The right rep is next in line

Only reps tagged EMEA and Enterprise are in the running. Lena has the fewest meetings this week, so this one is hers.

Booking page

She sees Lena's times, nobody else's

The booking page opens on Lena's free slots. Clara picks Monday at 10:30 and confirms, without ever choosing a rep.

Salesforce

The CRM is right before the call

The meeting goes on Lena's calendar, and Salesforce logs it on Clara's lead with Lena as the owner. Nobody updates a record by hand.

Cal.ai

Test the form in a sentence

Describe a lead and Cal.ai runs it through the form, then tells you which route it matches and where it goes.

See where leads went.

Every response, where it was routed and whether it booked. Spot the questions people drop on and who's carrying the queue.

Try another feature

Each one works the same way: set it up once on a link, or ask Cal.ai to do it for you.

Teams & routing

Managed links

Define once, roll out to everyone.

Teams & routing

Teams & organizations

Sub-teams, SSO, SCIM and roles.

Teams & routing

Insights

Bookings, no-shows and busy hours.

Questions about Routing

How forms route, what they connect to, and what it costs.

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Put the right rep on every call.

Build a form, write a route, and test it before a lead ever sees it.

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