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Adam41152
Community Member
January 22, 2025
Question

2 salespeople - the right customer booking

  • January 22, 2025
  • 1 reply
  • 24 views

We want to send a customer to a specific salesperson. We have built a flow where the customer answers questions, and depending on the answer they get a specific salesperson and their calendar. How do we do this? 

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1 reply

David
Community Manager
David
Community Manager
January 22, 2025

Hi ​@Adam41152 - Thanks for reaching out!

This can be accomplished through the Routing Forms Feature in your account! With Routing Forms, you can direct visitors to specific people or destinations based on factors like industry, company size, and interests. This article is a good jumping off point for creating the Routing Form, and setting up your logic to get those invitees routed to the right salesperson: How to create a Routing Form

Let me know if you have any questions!

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