Ownership rules
Evaluate the configured account matching rules during the outbound flow.
Product / Outbound Router
Route the handoff.Schedule outbound.
Set ownership and distribution rules for outbound handoffs, connect the selected rep to scheduling, and notify the team through supported meeting events.
Define outbound
assignment rules.
Configure which owner or team should receive an outbound meeting before moving into scheduling.
Enabled outbound options
Outbound routing and fallback options depend on your account configuration.
Book with the
selected assignee.
Continue from outbound assignment into scheduling with the rep selected by your routing setup.
Assignee availability
Connected calendar events inform the meeting times offered in the scheduling step.
Calendar updates
Rescheduled and cancelled outbound meetings update the calendar booking.
Connect outbound events
to workflow actions.
Use supported outbound lifecycle triggers to run notifications for your handoff process.
Source selection
Limit a workflow to the relevant outbound sources where outbound routing is enabled.
Notification actions
Configure email, Slack, or webhook actions for supported meeting events.
FAQ
Frequently asked
questions
Who is outbound routing for?
Teams handing a prospect from an initial conversation to a meeting with another rep or team.
Is outbound routing enabled on every account?
Availability depends on your account setup. Distro can confirm whether outbound routing is enabled.
Can I configure a fallback?
Fallback routing is available for enabled outbound routers. The available setup depends on your account.
Can outbound meetings trigger workflows?
Supported meeting lifecycle events can trigger notifications when outbound routing is enabled.
Keep the conversation
moving forward.
Explore Outbound Router configuration with your team’s meeting process in mind.