Routing before booking, not after
Many teams collect a lead on a form, then pass it between people, then start an email thread to find a time. Each step adds delay. A routing form removes the handoff by placing the questions and the calendar on the same page.
The guest answers, the rules run, and the guest immediately sees available times for the person who should take the meeting. The conversation starts within minutes of the request, not days.
Questions that decide who takes the meeting
You build the form from the questions your team already asks. Typical routing criteria are simple and clear.
- Company size, so larger accounts reach senior account executives
- Region or country, so guests meet someone in a close time zone
- Topic or product interest, so the right specialist takes the call
- Existing customer or new prospect, so onboarding and sales stay separate
Rules, fallbacks and team modes
Each answer maps to a destination. A destination can be a single person, a team using round robin, a team using first available, or a message with a link to another page. A fallback route catches guests whose answers match no rule, so no one meets a dead end.
Answers travel with the booking. The host sees them in the invitation, so the first minutes of the call are not spent asking basic questions. Reps can also tell at a glance why a guest was sent to them. On Business and Enterprise, the same answers can also feed the meeting prep brief and CRM sync by category.
Plans and limits
Routing forms start on the Team plan at $149 per month, which includes 3 routing forms. Business at $499 per month includes unlimited routing forms, along with SSO, roles and an audit log. Starter does not include routing forms. Yearly billing is 50 percent lower than monthly.
Because the price covers the entire team, you can route to as many hosts as the plan allows without counting seats for each new rule.