To create a new route, go to Links > Routing and click on the Create New Route button in the top right hand corner
You will have 2 options, Create a New Form and Import from Hubspot, select the one that applies to you
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Create a New Form - create a new form from scratch that you can host on a website. To learn more, find more details in the Form Builder section below.
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If you are creating a form from scratch: Create the desired form fields you want visitors of your website to fill out
<aside> 💡 NOTE: Based on one or more of these form fields, you will later be able to route visitors to meet with different people at your organization.
EXAMPLE: I want to create a Sales Lead Form that routes marketing traffic leads to the appropriate Account Executive. One of the questions I use to decide who to send the traffic to may be the size of the organization.
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Import from Hubspot - if you already have existing webforms created by Hubspot on your website, you can important an existing form
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If you are importing a form from Hubspot: verify from the from preview that you have selected the right form.
<aside> 💡 NOTE: Depending on how you styled the form, the form may look different than your existing form. Verify that you have the correct fields.
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After setting up the form, press Add Routing Logic to continue to create rules to route visitors who fill out the form to meet with the right people on your team.
If you’d like to integrate with Salesforce to match visitors to existing owners in Salesforce, check the Match with Existing Owner option and follow instructions. For more details on how to set up the integration with Salesforce, you can refer to this doc:
Next add routing groups. Each group will allow you to assign a set of rules based on the form fields that a visitor has entered. Each group can be configured to use basic or complex Boolean Logic rules to match visitors. Once matched, the group will route the visitor to the assigned Routing Pool for the group. In the example below, a form field that collects the size of the organization can be used to determine a make a match
<aside> 💡 NOTE: Routing Groups are cascading from top to bottom. If more than one group’s rules match, the Route will select the group closest to the top (smallest group number).
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After setting the rules to a Routing Group, you want to create or assign an existing Routing Pool. Routing Pools are either an individual, a group, or a round robin group of individuals that can be assigned to meet with the visitor.
After creating the Routing Groups and assigning Routing Pools to each, you can add default behaviors to help direct traffic after visitors fill out the web form. There are two categories:
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Default Actions for visitors who matched to a group. You can have a specific default action for just visitors who matched to a Routing Group.
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General Default Actions cover the rest of visitors. Note, if the option to take actions for matching visitors was not selected above this section, these default actions will apply to all visitors
Save the Route if you want to save your work so far and continue editing the Route in the future
You can also Publish the route if you’d like it to start using it immediately
- If you publish the route, don’t forget to copy and paste the code you need into your website where you’d like to place the custom form or enhance an existing Hubspot form