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
Outbound momentum gets lost in handoffs
Disconnected systems create poor buyer experiences
Routing systems don’t scale with growth
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
2x
30%
1,350+
Set your lead router once. Never miss a lead again.
Link your HubSpot or Marketo forms to Avoma in one click. Avoma pulls in all your form fields automatically. No manual mapping required.
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.
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.
More ways Avoma connects your revenue team
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Frequently asked questions
What's stopping you from turning every conversation into actionable insights?
