How to Improve Lead Qualification with Calendly Routing
You can't take every meeting that comes in through your website. But you also don’t want to miss high-value connections that could lead to new opportunities. That's where Calendly Routing comes in!
With Calendly Routing, you can qualify, route, and schedule meetings instantly with real-time website scheduling, and close deals faster than your competition. 😉
By watching this video, you'll learn how to:
Create a routing form from scratch or import one from HubSpot, Marketo, or Pardot
Add essential questions to qualify customers effectively.
Customize your form to reflect your brand and guide your customers smoothly.
Set up routing rules using if-then logic to direct leads to the right booking pages.
Manage responses by analyzing and exporting data to keep your database up-to-date.
Integrate advanced tools like Salesforce and HubSpot to enhance your workflow.
Optimize your routing form with creative and strategic logic for better results.
By using Calendly Routing on your website, you'll get better results from your “Contact Sales” forms, prevent high-value buyers from looking elsewhere, and hit your inbound growth targets faster. Whether you're a seasoned Calendly user or new to the platform, this feature will significantly boost your sales productivity and provide a standout experience for anyone on your website.
For detailed steps and more information, visit Calendly's Help Center at https://help.calendly.com.
If you find this video helpful, don't forget to like, subscribe, and share it with those who would find it useful. Happy scheduling!
0:00 Start
0:14 What is this feature?
0:54 Build Your Intake Form
5:13 Set up Routing Rules
8:17 Manage Your Routing Form
11:45 Tips and Tricks
13:43 Before you go
#calendly #scheduling #sales #salesforce #hubspot