# Double your qualified meetings with instant routing across inbound and outbound

Avoma’s lead routing software automates qualification, routing, and scheduling. Leads are instantly assigned to the right rep and booked in real time without delays or manual work.

## Why your current lead routing process breaks across inbound and outbound

- **Slow response times lose inbound leads**  
  Leads from forms expect instant action. Manual routing delays follow-ups and reduces conversion rates.

- **Outbound momentum gets lost in handoffs**  
  Sales conversations stall when reps can’t schedule the next meeting immediately.

- **Disconnected systems create poor buyer experiences**  
  Without unified routing, leads get reassigned, lose context, and repeat information.

- **Routing systems don’t scale with growth**  
  Complex workflows break when teams, territories, or channels expand.

## One platform for inbound and outbound lead routing

### Instantly qualify and route inbound form leads

Automatically capture, qualify, and route inbound leads from your web forms in real time. Eliminate delays and let prospects book meetings instantly after submission.
- Connect HubSpot and Marketo forms seamlessly
- Rule-based lead routing using form fields
- Instant booking after qualification

### Book meetings instantly during live sales conversations

Eliminate delays between SDRs and AEs by turning live calls into scheduled meetings. Streamline handoffs with real-time availability and automated coordination.
- Automated scheduling to instantly book meetings with AEs
- Real-time visibility into team availability across time zones
- Customizable forms to capture relevant handoff information
- CRM integration to sync contacts and meeting data automatically

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### Route leads based on team size criteria

Ensure every lead is directed to the right team using predefined size brackets. Maintain a consistent experience while aligning prospects with the appropriate sales motion.
- Team size-based routing aligns leads to Enterprise, Mid-market, or SMB teams
- Existing deal owner priority routes to the current deal owner when applicable
- Consistent ownership preserves continuity across sales interactions

### Distribute leads with greater control across your sales team

Balance workloads while accounting for rep capacity, experience, and performance goals. Improve predictability while ensuring fair and flexible meeting allocation.
- Multiple distribution modes including equal, availability-based, and weighted
- Per-rep capacity limits to control daily meeting allocation
- Weighted distribution to align with rep experience and performance goals
- Adjusts for no-shows and cancellations

### Capture and sync invitee data directly to your CRM

Ensure every booked meeting automatically creates or updates contacts in your CRM. Keep your pipeline accurate and aligned with existing workflows without manual data entry.
- Automatically create or update contacts in HubSpot and Salesforce
- Map invitee information from scheduling pages to CRM records
- Assign meeting host as contact owner and log meeting activity
- Router-level settings take precedence when scheduling pages are used within routing flows

### Monitor and optimize lead routing with actionable reports

Analyze how leads are assigned in real time and refine routing rules to better align with your sales strategy and business goals.
- Real-time visibility into lead assignment across channels
- Identify gaps and optimize routing performance
- Adjust rules to align with evolving business objectives
- Ensure consistent routing outcomes across touchpoints

## Set your lead router once. Never miss a lead again.
1. **Connect your forms**  
   Link your HubSpot or Marketo forms to Avoma in one click. Avoma pulls in all your form fields automatically. No manual mapping required.
2. **Build your routing rules**  
   Create IF-THEN routing logic using any form field or CRM property. Set priority order and add a fallback for any lead that doesn't match.
3. **Go live and track results**  
   Paste one embed snippet on your form page and Avoma handles the rest. Monitor your full booking funnel in Router Reports and refine rules as your team scales.

## Trusted by revenue teams who move fast

Avoma gave us everything we needed, without the complexity of Chili Piper.  
- **Tara T.** Sales Director

I can tell you that our top sales people couldn't live without Avoma  
- **Tim Powers** Director of Business Development

It's ten vs one in terms of, 'Hey, we prefer Avoma.'  
- **Luiz Cent** Head of Sales

## Frequently asked questions
- **What is the difference between lead routing and lead scoring?**
- **How fast should a sales rep respond to a routed lead?**
- **Can lead routing software handle leads from multiple sources, not just web forms?**
- **What happens when the assigned rep is unavailable or at capacity?**
- **Is lead routing software worth it for small sales teams?**
- **How does territory-based lead routing work in practice?**
- **What is the risk of not having a fallback routing rule?**
- **Does lead routing work differently for B2B versus B2C companies?**