Intelligent routing that adapts in real time
Pick a lead, pick an owner, book the slot.
Territory and capacity decide who can take the meeting. Click through to write the booking back to the record.
Scheduler
Territory and capacity first
Host
Tue 18
Wed 19
Thu 20
How it works
Surface moves qualified buyers from response to meeting.
- 01
Capture and qualify.
Combine form data, buyer activity, and real-time research.
Response 01Context 02Decision 03 - 02
Route the buyer.
Apply ownership, territory, capacity, and qualification rules.
Territory 01Owner 02Capacity 03 - 03
Book and sync.
Show the right calendar and write every detail back to CRM.
Calendar 01Meeting 02CRM 03
Then the owner and the calendar are the same step.
Territory, capacity, and an open slot sit on the record that just qualified.
Configure scheduler
Live previewInternal name
Only visible to your team
Meeting title
Shown in calendar invites
Description
Visible on the booking page
Location
Where the meeting takes place
Scheduler link
Share this link to let people book time with you
Cancel / reschedule links
Include links in the calendar event description
The details
FAQ
What signals can Surface use to route a lead?
Surface can evaluate form responses, enrichment, lead scores, account research, CRM ownership, territory, intent, and other criteria as the lead arrives. It then applies your routing rules using the full buyer and account context.
How does Surface help qualified buyers book instantly?
Once a buyer qualifies, Surface sends them directly to the appropriate scheduling path based on ownership and your routing criteria. The buyer can book without waiting for a separate manual handoff.
Does Surface replace HubSpot or Salesforce?
No. Surface works alongside your CRM and marketing automation systems. It adds real-time qualification, research, routing, and scheduling while preserving the systems your team already uses as its source of record.
How easy is Surface routing to build and maintain?
Describe the routing logic you need, test it clearly, and update it without rebuilding a maze of branches every time your go-to-market motion changes.
Does Surface use seat-based pricing for routed reps?
No. Route to one rep or one thousand. Surface scales with the work processed, not the number of salespeople who can receive a lead.
How does Surface make real-time routing decisions?
Surface adapts every route and scheduling path using lead scores, deep account research, CRM ownership, intent, territory, or any other criteria you choose.
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