Let me paint a picture for you— You and your team have each set up different event types and are ready to start scheduling, but realize that many of your prospects don’t actually know who they need to meet with before booking a meeting. Enter, Routing Forms.
 

By using a Routing Form, you can easily share one link with your leads, have them answer some quick prequalifying questions—configured by you—and direct them to the appropriate person or place. Their form answers will feed into your routing logic to determine where they will be directed to next. Using booking routes, screening routes, and a fallback route option, you have total control over where your lead ends up. 

You could, for example, use a booking route to direct all leads located in New York to Sue Smith’s “30 Minute Discovery Call” event type.

Or, a screening route to direct anyone looking to spend less than $1,000 on their annual marketing budget to a “Thank you for your inquiry” custom message.

A fallback route can direct a lead who doesn’t fit any specific route back to an informational page on your website.

These are just some examples of what you can do with routing forms. 

Oh, did I mention? You can also embed your routing form onto your website.

Users on our Teams plan and higher have access to Calendly Routing Solutions, while Enterprise users can also utilize our Salesforce Ownership Routing solution.