Routing Forms & Funnels
Qualify contacts before booking and create customized funnels
Form Template Marketplace
Start a new form from a ready-made template, or share one of your own forms as a public template others can copy.
Getting started with Routing Forms & Funnels
Build a routing form on the Premium plan, add fields and pages, set booking or fallback routes, then publish and share it.
How to Route Leads Based on CRM Data (New vs. Existing Customers)
Use routing forms with HubSpot integration to automatically identify existing customers before booking
How to Route New vs. Existing Customers to Different Teams
Use routing forms to pre-qualify visitors and direct them to the right team based on customer status
Importing Forms from Another Provider
Paste a respondent-facing form URL to convert its fields and conditional logic into a native meetergo routing form.
Postal Code Routing with Routing Forms
Learn how to route leads to different team members or destinations based on their postal code or ZIP code
Routing Conditions: Route Visitors Based on Form Answers
Set up field, operator, and value conditions like Equals or Contains to route form visitors to the right destination.
Routing Forms: Smart Lead Qualification & Scheduling
Use routing forms to screen leads by budget, timeline, or company size and send only qualified prospects to your calendar.
Sending Forms Directly to Recipients
Send a form to one named person by email, SMS or WhatsApp instead of sharing the public link, and track who opened and completed it. This is also the view that sends a PDF out for signature.