Form Router
Components of a Distro Router:
Forms: This is the initial information provided by the lead on your website. It's the starting point of the lead's journey in your system.
Ownership Rules: These rules are designed to align each lead with a specific Distro user, primarily utilized for associating existing CRM contacts with their respective owners or implementing account-based marketing strategies.
Distribution Rules: These are designed to qualify leads and allocate them either according to custom criteria or through a round-robin system when a meeting is deemed necessary.
Event Type: they allows you to determine the nature of meetings that are organized once a lead completes a specific form and qualifies for a meeting.
Creating a Form Router
Navigate to Form Routers tab in the left sidebar
Click the "+ New Form Router" button in the top-right corner
Click on "Create Router"
Configure your Form Router
Select a Matching Form
Before you can start distributing leads, you'll need to connect your inbound form with Distro. This connection lets you use any information collected in your form – whether it's shown to users or collected behind the scenes – to create smart routing rules for your leads.
Create a routing form if you have not done so yet.
Select Ownership Rules
Distro automatically checks if there's already a relationship established in your CRM. If there is, the lead gets directed to the right sales rep, ensuring consistent communication and avoiding any mix-ups in ownership.
These ownership rules are evaluated in order, from top to bottom. The first rule that matches will be applied, so it's important to arrange your rules in order of priority.
Your account comes pre-configured with these ownership rules:
Companies: New bookings are assigned to the existing company owner
Contacts: New bookings are assigned to the existing contact owner
Leads: For Salesforce users, new bookings are assigned to the existing lead owner
Select Distribution Rules
When new leads or meetings come in without existing relationships in your CRM, Distro uses distribution rules to assign them to your sales team. These rules ensure leads are fairly and efficiently allocated based on your team's needs and structure.
These distribution rules are evaluated in order, from top to bottom. The first rule that matches will determine the assignment, so arrange your rules with the most specific conditions at the top.
Your account can be configured with various distribution methods:
Round-Robin: Automatically rotates leads among team members
Territory-Based: Assigns leads based on geographic or market segments
Custom Logic: Routes leads based on specific criteria like deal size, industry, or product interest
Change settings of Form Router
Form Router Name
Enter a descriptive name for your router that helps identify its purpose (e.g., "Account Executives - NA"). This name will be used throughout Distro to reference this specific routing configuration.
Event Type Selection
Choose which type of meeting this router should schedule. You can select from your existing meeting types that have been configured as booking forms.
Meeting Notes
Enable "Allow prospects to add notes to their booking" to let prospects provide additional context or questions when scheduling their meeting
When enabled, prospects can share important information that helps prepare your team for the meeting
Email Processing
Enable "Remove suffixes from prospect emails after '+'" to standardize email handling
Example: '[email protected]' will be processed as '[email protected]'
This helps prevent duplicate leads and ensures consistent matching in your CRM
Redirect URLs
Configure where prospects should be directed after different booking outcomes:
Successful Booking
Set the "Booked Meeting Redirect URL" to specify where prospects are sent after successfully scheduling a meeting
Example: https://example.com/booked-meeting
No Booking
Set the "No Booking Redirect URL" to specify where prospects are sent when no booking has been made.
Example: https://example.com/no-booking
Disqualified
Set the "Disqualified Redirect URL" to specify where prospects are sent if they don't meet qualification criteria
Example: https://example.com/disqualified
Select How Distro Sync Data to CRM
Configure how Distro should create and update records in your CRM when leads submit forms and book meetings. These settings ensure your CRM data stays accurate and up-to-date.
Create contact if does not exist
Enable this setting to automatically create new contacts in Hubspot when no matching contact is found
Keeps your CRM database growing with new prospects
Update existing contact fields
When enabled, Distro will update contact information in Hubspot when matching contacts are found
Ensures contact data stays current with the latest form submissions
Create meeting
Creates a meeting record in Hubspot when a booking is confirmed
Maintains a complete history of prospect interactions
In Salesforce, a record can either be a Lead OR a Contact, but not both. Choose which type of record you want Distro to create based on your sales process.
Create lead if does not exist
Creates a new lead in Salesforce when no matching lead or contact is found
Helps capture all new prospects in your pipeline
Create contact if does not exist
Automatically creates new contacts in Salesforce when no matching contact exists
Works in conjunction with lead creation settings
Create account if does not exist
Creates a new account in Salesforce when needed for contact creation
Ensures proper record relationships are maintained
Update existing lead fields
Updates lead information in Salesforce when matching leads are found
Keeps lead data synchronized with new form submissions
Update existing contact fields
Updates contact information in Salesforce when matching contacts are found
Maintains accurate contact records
Create activity
Creates an activity record in Salesforce when a booking is confirmed
Tracks all prospect interactions within Salesforce
Install Form Router
After configuring your router settings, you'll need to install the router on your webpage to start capturing and routing leads. Add the following code snippet to your website:
Copy the router code snippet
Add this code to your website's HTML, preferably just before the closing </body> tag
The code includes Distro's JavaScript library and your unique router configuration
javascriptCopy<script type="text/javascript" src="https://app.distro.so/inbound.js"></script>
<script type="text/javascript">
window.distro = new Distro({ routerId: '36' })
distro.schedule('#hsForm_3c2cf1b6-c45d-47c2-a06d-ccc792b37595')
</script>Verify installation
After adding the code, verify that your form is properly connected to Distro
Test the form submission to ensure leads are being routed correctly
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