Routing Forms & Funnels
Qualify contacts before booking and create customized funnels
Getting started with Routing Forms & Funnels
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