Routing overview

Routing decides who should receive a meeting. Start with where the prospect enters the conversation.

Form routing

Qualify and route prospects who submit a form on your website.

Click routing

Route prospects who follow a campaign or call-to-action link.

Outbound routers

Let teammates arrange meetings for known prospects through a sales handoff.

Need a form as well as routing? Lead forms let you build the questions in Distro, share a hosted page or embed the form on your website, and send qualified visitors to scheduling.

Ownership rules help you keep existing relationships with the right CRM owner. Distribution rules share meetings across eligible teammates. Fallback settings define what happens when the earlier rules don't find a host.

The event type defines the meeting experience. Team membership, permissions, calendars, and availability determine who can actually take the meeting.

For a fixed host, use a personal link. For several hosts attending together, use a group link. See Choose the right scheduling link.