InstaCall — Routing Forms
Ask a few questions, then send the booker to the person who should actually take the call.
Routing Forms in InstaCall
- Conditional logic and hidden fields on the form.
- Route on form answers to a person or a round-robin team pool.
- Route to a configured person or an available team pool; CRM account-owner routing is future scope.
- Future scope: routing on CRM objects and Salesforce / HubSpot field mapping.
- Future scope: an SLA fallback engine for missed-response rules.
For the full workflow, setup inputs, current limits and questions to ask before rollout:
Read the InstaCall guideWhat InstaCall does.
Event types & availability
Personal and team availability with date overrides, buffers, booking limits and custom questions.
Routing forms
Qualify on form answers and send the booker to the right team or person in one step.
Team round-robin
Configured team pools can distribute eligible requests across available hosts on branded booking pages.
Calendar connections
Connect Google Calendar and Microsoft 365 and set a default calendar per user. External busy-time conflict checks and automatic write-back are future scope.
Public booking, cancel & reschedule
Pages at /username/slug. Every confirmation email carries a token link to cancel or pick a new time.
Book from chat, or by voice
The widget and the voice assistant are entry points into the same availability — no separate booking tool.
Instant meetings
Start an on-demand InstaTalk room and share a clean /m/your-meeting link. No Zoom add-on.
Pairs naturally with the rest of the platform.
Test one booking route before you open the calendar.
Bring an event type, your routing questions and team coverage. We’ll rehearse the supported path and document external-calendar limits.