Switchboard

Inbound routing that ends in a booked meeting.

Switchboard is open-source lead routing software. A lead submits your form, your rules route them to the right rep, and the meeting is booked before they leave the page.

See it workGitHub
Inbound workflow
  1. Form submittedBook a demo
  2. Rules evaluated3 rules, in order
  3. Round-robinEnterprise team
  4. Meeting bookedTue 9:30 AM ET

New submission

Name
Jane Lee
Work email
jane@globex.com
Company size
400
Country
Canada

Apache-2.0 · Self-hosted · Works with HubSpot and Google Calendar · Rules in YAML, kept in git

Leads go cold in the gap between the form and the first reply. Switchboard removes the gap: the reply is a calendar, shown before the lead leaves the page.

  1. 1

    Qualify

    A lead fills in your form. Rules you keep in git read the answers, and your CRM, and decide who should talk to them.

  2. 2

    Route

    The board decides in milliseconds: the account owner if there is one, otherwise the next rep on the team, by weight and by capacity.

  3. 3

    Book

    The lead sees that rep's open times on the same page and books one. The meeting goes onto the rep's calendar with a Meet link.

On your site, the same day.

Switchboard works with the site you already have, or any page that can hold a snippet.

  1. 1

    Add the form

    One snippet where your form goes, or a link to your hosted form page.

    WebflowFramerWordPressContentful

  2. 2

    Connect your tools

    Two sign-ins. No keys to copy, nothing to paste into settings.

    ✓ HubSpot✓ Google Calendar

  3. 3

    Set the rules once

    Done with whoever looks after your site. After that, forms, reps, and schedules are yours to change.

    Teams get a rep → Alice Chen · 31 ms

Routing rules live in one YAML file.

Your rules sit in a single YAML file in your repo, changed the way you change code. For every lead, Switchboard checks them in order, top to bottom. The routing log then shows which rule fired, which rep got the lead, and how long the decision took.

rules:
  - name: Existing owner wins
    when: { crm.contact.owner: exists }
    route: { to: crm.contact.owner }

  - name: Solo company goes self-serve
    when: { form.company_size: { lte: 1 } }
    route: { action: self_serve_link, message: "…" }

  - name: Teams get a rep
    when: { form.company_size: { gt: 1 } }
    route: { team: enterprise, strategy: round_robin }

Try the demo

This form is live, connected to the demo workspace. Fill it in and submit, and you will be routed to a rep and shown their calendar, exactly as a lead on your site would be.

Yours to run.

Switchboard is open source under Apache-2.0, running on infrastructure you control. Your rules, your data, your servers. No per-seat pricing, no lock-in.

Read the self-host guide