Routing Forms

Scheduling with Context.
The Perfect Match.

Transform passive data collection into an intelligent, self-adapting screening experience, making the entire scheduling process hyper-efficient for both you and your guests.

Routing Forms

Zero Screening

routing form - pain
Just like a bad blind date, failure to capture context, need, and urgency means you're wasting valuable meeting time on an inevitable mismatch.
How it works

The Screening-First Engagement Model

We actively merge screening and scheduling into one cohesive experience, delivering dynamic, step-by-step routing with unlimited personalization logic.

Integrate Context Collection
Integrate Context Collection
Ask interactive screening questions in a simple, continuous flow, ensuring all necessary context is gathered before committing anyone’s time.

 

Build Comprehensive Routing Logic
Build Comprehensive Routing Logic
Design complex, multi-path logic using a visual, no-code environment that instantly leverages the visitor’s answers and previously known data to determine and route to the optimal engagement.
Deliver the Right Outcome
Deliver the Right Outcome
Instantly direct the guest to the chosen destination (scheduled meeting, live engagement, or an online resource), ensuring they receive the precise, context-aware best next step.
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Features & Benefits

The Tools That Guarantee the Perfect Match

Delivering the seamless in-form experience and no-code logic needed to connect the right people, every time.

In-Form Scheduling Experience

In-Form Scheduling Experience

Screen, route, and allow visitors to book a meeting without ever leaving the form, maximizing conversion rates. This delivers a single, cohesive journey, avoiding friction and drop-offs.
Progressive Engagement Flow

Progressive Engagement Flow

Deliver questions one at a time to reduce form fatigue and automatically save answers as the guest types. This minimizes friction and maximizes conversion by ensuring valuable partial information is captured, even if the guest drops off.
Dynamic Routing Logic

Dynamic Routing Logic

Configure rules that base routing on form answers and contact properties (system or custom fields) to ensure comprehensive multi-path routing logic. This guarantees every inquiry is matched with the right host or resource, instantly.
Visual Routing Map Editor

Visual Routing Map Editor

Quickly visualize and modify complex, branching routing flows using an intuitive, drag-and-drop builder, no coding required. This empowers non-technical users to design and manage complex screening logic effortlessly.
Prefill and Data Transfer

Prefill and Data Transfer

Prefill form data using existing contact properties or URL parameters and transfer captured information instantly to your CRM/third-party systems. This accelerates the form process for your guests and ensures data integrity across your entire tech stack.
Real-Time Operational Awareness

Real-Time Operational Awareness

Update the visitor's status as they progress through the form and send instant notifications (via email or messaging) to form owners at key stages. This enables real-time follow-up actions and ensures your internal teams are immediately aware of high-value routing form interactions.
Flexible Branding and Deployment

Flexible Branding and Deployment

Easily customize the form's look and feel to match your brand and deploy it as a standalone page or embed on your website. This provides maximum versatility in how and where you connect with your audience.

Precision Screening. Intentional Connection.
Ensure Every Conversation Starts with the Right Person.

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Use Cases

Who Wins with Routing Forms?

See how different teams leverage routing forms to drive results.

Sales
Automatically screen and route high-intent prospects based on criteria like company size or product interest to the correct Account Executive. This instantly converts marketing form fills into booked sales demos.
Sales
Customer Support & Service Triage
Use question logic to determine the nature and urgency of a request (e.g., "Critical bug") and direct the user to the right specialist or support queue immediately.
Support
Recruiting 
Filter job applicants by asking screening questions (e.g., years of experience or desired salary) and instantly scheduling qualified candidates for an interview.
Recruiting

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