A reusable routing URL
Share the link in campaigns, customer emails, or website calls to action.
Product / Click Router
Routing rules.One shareable link.
Create a link that evaluates ownership and team distribution before scheduling. Configure the meeting type and share it in email, campaigns, or website CTAs.
Create the link.
Set its meeting type.
Choose the meeting experience attached to the click router, then use its URL as the entry point for booking.
Meeting configuration
Select the meeting type prospects will book through this router.
Look up ownership.
Apply team rules.
Configure how the click router matches existing CRM relationships and distributes meetings across the selected team.
Record matching
Use the supported CRM and domain matching options for account ownership.
Distribution settings
Choose strict or flexible round robin and configure assignment weights.
Schedule through
the routing link.
Once the click router determines the assignee, let the visitor choose from the available meeting times.
Availability checks
Connected calendars inform the scheduling choices shown through the link.
Booking events
Connect supported click-router meeting events to workflow notifications.
FAQ
Frequently asked
questions
How is this different from a personal booking link?
A personal link books with an individual. A click router evaluates routing rules to decide who should take the meeting.
Where can I share a click-router link?
Use it in emails, campaigns, marketing materials, or website calls to action.
Can it connect customers to their owner?
Yes. Configure ownership matching to look for the relevant CRM relationship.
Can I distribute meetings across a team?
Yes. Configure your team and use supported round-robin and weighted distribution settings.
Give every click
a clear destination.
Explore Click Router configuration with your team’s meeting process in mind.