Routing Forms are smart qualification forms that collect information from visitors and use conditional logic to automatically forward them to the most appropriate scheduling page, team member, or external URL. Instead of sharing a single booking link with everyone, you define rules that match customer answers to the right destination—ensuring every meeting lands with the right person from the start.
Routing Forms are available on the Business plan and above.
How Routing Forms work
When a visitor opens a Routing Form, they fill in a short set of questions you have defined. Based on their answers, Zeeg evaluates the routing rules you have set up and immediately redirects them to the correct scheduling page, team, or custom URL. The process is fully automatic—no manual review required.
A typical use case looks like this: a prospect fills in a "Request a Demo" form on your website and selects Enterprise as their company size. The routing logic directs them to the Enterprise Sales Team booking page. If they had selected Small Business, they would have been routed to the SMB Sales Rep instead.
Ready to set one up? See how to create a routing form for a step-by-step guide and learn how to manage routing forms.
Route destinations
Each route can forward visitors to one of the following destinations:
Destination type | Description | Example use case |
Scheduling page | Direct to a specific Zeeg booking page | Send enterprise leads to the Enterprise Sales booking page |
Custom page | Send to a thank you page or other custom content | Redirect unqualified leads to a self-serve resource page |
Custom URL | Redirect to any external website | Forward partners to a dedicated partner portal |
Routing logic examples
The following examples are ideas on how you could use some routing forms. However, it’s completely up to you, how you use them.
Sales qualification
Condition | Route to |
Company size is Enterprise | Enterprise Sales Team booking page |
Company size is Small Business | SMB Sales Rep booking page |
Fallback | General inquiry booking page |
Service type routing
Condition | Route to |
Service needed is Technical Support | Support Team booking page |
Service needed is Sales Demo | Sales Team booking page |
Fallback | General contact page |
Geographic routing
Condition | Route to |
Region is North America | US Sales Team booking page |
Region is Europe | EU Sales Team booking page |
Fallback | Global Sales Team booking page |
What is a Fallback?
A Fallback is the default destination a visitor is sent to when their answers don't match any of your defined routing rules. Think of it as a safety net—it ensures no visitor ever reaches a dead end, even if their response combination wasn't anticipated when you set up the form.
Every Routing Form should have a Fallback configured. A common choice is a general inquiry booking page or a contact page, so unmatched visitors still have a clear next step.
Automatic notifications
Every time a visitor submits a Routing Form, the responsible team member or team is automatically notified by email. Notifications include the visitor's answers and the destination they were routed to, so the right person can follow up promptly without manually reviewing submissions.
You can configure different notification recipients per route. Enterprise submissions can notify the enterprise sales lead, while SMB submissions notify a different account manager.
Managing form submissions
You can review all visitor responses in the Submissions section of your Routing Form. Use this data to:
Review visitor answers and routing decisions
Track which routes receive the most traffic
Identify common patterns and optimize your qualification questions
Refine routing rules based on real submission data
Export submission data for further analysis or reporting in external tools
Best practices
Keep forms concise. Ask only the questions you need to route visitors correctly. Longer forms reduce completion rates.
Use clear language. Write questions in plain language that any visitor can understand, regardless of their familiarity with your product.
Test all routes before publishing. Go through each possible answer combination to verify visitors land on the correct destination.
Always configure a Fallback. Make sure no visitor reaches a dead end if their answers don't match a defined rule.
Review submissions regularly. Use submission data to refine your routing logic and improve conversion rates over time.
Frequently asked questions
Can I use multiple conditions in a single routing rule?
Yes. You can combine multiple conditions within a single rule using AND/OR logic. For example, route a visitor only when company size is Enterprise AND region is Europe.
Can I route visitors to a team's round-robin scheduling page?
Yes. Any Zeeg scheduling page can be used as a route destination, including team pages with round-robin or collective scheduling configured.
What happens if a visitor's answers don't match any rule?
Visitors who don't match any defined route are sent to the Fallback destination. Make sure to always configure a Fallback to avoid dead ends.
Can I edit a Routing Form after it has been published?
Yes. You can update questions, routing rules, and settings at any time. Changes take effect immediately for new visitors.
Can I embed a Routing Form on my website?
Yes. Routing Forms support inline embedding. Copy the embed code from the sharing options and paste it into your website's HTML.
Is there a limit on the number of Routing Forms I can create?
Limits depend on your Zeeg plan. Check your account settings or contact our support team for details.