Routing

Every booking lands with the right person.

Ask a few qualifying questions, then route each booking to the right person, team and meeting type — automatically, with no code.

  • Qualifying questions
  • Rule-based routing
  • No coding required
  • Works for any team
What do you need help with? Live routing
Sales Product demo Support Partnership Billing
Route to sales teamAman Kaur · AE
Route to support teamTier 1 queue
Route to account managerNamed accounts
Route to billing teamInvoices & plans
How it works

Turn every answer into the right assignment

Four steps from a visitor’s first answer to a booked, correctly assigned meeting.

01

Add your questions

Text, dropdown, multiple choice — ask whatever you need up front.

02

Set your routing rules

Write conditions that decide where each answer sends the booking.

03

Route to the right people

Send bookings to specific members, teams or meeting types.

04

Confirm & notify

The right person is scheduled and everyone gets notified.

The routing builder

Build routing rules that fit your team

Point every enquiry at the person best placed to handle it.

Qualifying questionsCollect the details the routing rules need to decide.
Conditional pathsBranch the form so each answer opens the next relevant question.
Round-robin assignmentShare bookings evenly across a team, or send them to one specialist.
Multiple routesRun a separate set of rules for each service, region or brand.
IntegrationsNotify the assigned owner and push the routed booking to your other tools.

Create a routing rule

1What do you need help with?

Sales▾

2What type of meeting?

Product demo▾

3Route to

Sales team
Save routing rule

When someone selects Sales

Route to sales team Send confirmation email Notify the team channel Create a CRM record
Slack HubSpot Gmail Webhook
Use cases

Works for any team that routes before it meets

One routing engine, every kind of enquiry.

Sales

Qualify leads and route them to the right rep.

Support

Send each issue to the right support agent.

Partnerships

Route partner enquiries to the partnership lead.

Billing

Connect billing questions with the finance team.

Product demos

Capture product interest and route accordingly.

Recruiting

Screen candidates and assign the right interviewer.

Consultations

Understand the brief before the meeting starts.

And more

Build a custom route for any kind of enquiry.

Ready to get started?

Start routing smarter today

Every enquiry answered, assigned and confirmed — without anyone forwarding an email.

  • No credit card required
  • Quick setup
  • Cancel anytime
Product demoRouted to sales team
09:00 AM 10:00 AM 11:30 AM 02:00 PM
Confirm booking
Meeting booked!