Routing forms
Ask first.
Then send them
to the right person.
One booking link treats every booker the same. A routing form asks what you need to know before the booking page, and routes on the answers.
Before you book
How big is your team?
Routed to Alex Morgan
Product demo · 45 min · round robin
Routing forms
Ask two questions.
Send each person
to the right person.
A routing form sits in front of the booking page. It asks what you need to know, then sends each booker to the right booking type or the right host based on what they answered — so an enterprise enquiry never lands in a 15-minute intro slot.
Every routing link carries a status — created, viewed, booked or expired — and every answer is stored against the response, so you can see both where people drop off and what they told you on the way in.
What people route on.
Route on company size
Enterprise inquiries go to a named rep; everyone else goes into the round-robin pool.
Route on customer or not
Existing customers reach support. New inquiries reach sales. Nobody waits in the wrong queue.
Route on region
Send each booker to a host in a sensible timezone, so nobody is offered a 6 AM call.
Route on product
A question about one product shouldn't end up in a demo for another one.
FAQ
Routing form questions
Can't find what you're looking for? Get in touch and a real person will reply.
How many questions should a routing form ask?
Two is usually enough to route accurately. Every extra question is another chance for someone to drop off.
What can a form route to?
A specific booking type, or a specific host — whichever is the right destination for that answer.
Can I see who dropped off?
Yes. Every routing link carries a status: created, viewed, booked or expired.
Are the answers saved?
Yes. Each response is stored, so you have the context before the meeting starts.
Stop scheduling.
Start meeting.
Give people a simple way to find time with you — and give your team their time back.
Rather talk it through? Request a callback or talk to sales.
Alex Morgan · 30 min
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