QUALIFY AND CONNECT
Meeting routing software requirements guide
Meeting routing. Use concise forms to match each guest with the correct page, teammate, region, specialty, or account owner.
REQUIREMENTS GUIDE · NOT A LIVE-FEATURE CLAIM. This page explains meeting routing requirements. Confirm production availability before depending on this capability.QUALIFY AND CONNECT
Workflow requirements: Conditional routes
Conditional routes
Ownership matching
Fallback destinations
Short answer: Use concise forms to match each guest with the correct page, teammate, region, specialty, or account owner. This page explains meeting routing requirements. Confirm production availability before depending on this capability.
Requirements for conditional routes
| Status today | REQUIREMENTS GUIDE · NOT A LIVE-FEATURE CLAIM |
|---|---|
| Main job | Use concise forms to match each guest with the correct page, teammate, region, specialty, or account owner. |
| Requirements | Conditional routes |
| Ownership matching | |
| Fallback destinations | |
| Try it now | The working core: booking pages and group polls. |
How qualify and connect works for organizers and guests
The organizer needs conditional routes. The guest needs a result that stays clear after the meeting is confirmed or changed. Judge the public outcome, not just the settings screen.
The key qualify and connect decision
- Decision to make. Ask only questions whose answers change the host, event type, eligibility, or non-booking destination.
- Example. An existing customer goes to support, a qualified enterprise prospect goes to the account owner, and an unsupported request receives a useful resource instead of an empty calendar.
- Failure to prevent. Long forms collect data without changing the route, while missing fallback rules leave a valid visitor at a dead end.
- Evidence to keep. Every branch-including blank, ambiguous, ineligible, and no-availability cases-reaches its documented destination with source context intact.
RELATED CAPABILITIES
All scheduling featuresWhat to evaluate after qualify and connect
Questions about qualify and connect
Direct answers about what works today and what remains a documented requirement.
What is meeting routing?
A short set of questions asked before any times are shown, whose answers decide which host, meeting type, or alternative destination the visitor reaches.
How many routing questions should I ask?
Two or three. Ask only what changes the destination: additional questions lose visitors without improving the routing decision.
What should happen when no routing rule matches?
Send the visitor somewhere useful: a general booking page, a contact form, or documentation. A dead end discards an enquiry you already paid to acquire.
Does routing respect existing account ownership?
It must. Check ownership before applying any distribution rule, or an existing customer gets routed to a new seller: which does more damage than a slow reply.
Test qualify and connect in a real workflow
This page documents requirements. The working core to test now is a booking page or group poll.
Set it up step by step
The Help Center covers the exact task, how to verify it, and the failures specific to it: meeting routing forms overview.
See it inside a real workflow
These teams rely on this capability, and each page maps the workflow, the metric that moves, and the mistake to avoid: Sales meeting scheduling software that turns interest into conversations.
Connect it to your stack
The connections most relevant here are Typeform, and Jotform. Each documents the data exchanged, the setup checks, and the limits — see the full integration directory for the rest.
For the wider picture, the scheduling overview shows where this fits, the Help Center explains specific tasks, and the free account guide explains what organizers can save and manage.
Evaluate qualify and connect with free scheduling
Create, save, share, and manage meetings with a free account and no credit card.
