This article provides instructions on how to set up routing with Salesforce (SFDC) lookup.

When connecting forms to event types within Calendly, you have two options:

1. Calendly’s Native Routing Logic: Utilize fixed answer responses for streamlined routing. For more information on Calendly’s native routing logic, check out Getting started with Routing Forms.
2. Add Salesforce Lookup to Calendly Routing Logic: Enhance your routing choices by leveraging the wealth of data in Salesforce.
   • Salesforce Objects:
     • Account: Match visitors to their account owner in Salesforce, and consider conditions like a specific “account type” for refined routing.
     • Contact: Match visitors to their contact owner in Salesforce.
     • Lead: Match visitors to their lead owner in Salesforce.
     • Opportunity: Match visitors to their opportunity owner in Salesforce, and further use fields, such as the “stage”, for precise routing.
   • Filtering/Routing Criteria: Tap into both standard and custom fields in Salesforce as conditions for routing, like the “stage” on an opportunity record or the “account type” on an Account record.
   • Destinations: Using Salesforce data, steer leads or contacts towards different Event Types, Custom Messages, or External URLs. This allows for connecting to specific teams based on Salesforce data or screening individuals by guiding them to a custom message.

You can use Salesforce lookup logic in combination with Calendly forms or 3rd party routing forms such as Marketo, HubSpot, or Pardot.

Before you begin

Calendly Requirements

• Routing with SFDC is only available for organizations on our Enterprise plan. Check out our Pricing and plans page for more information.
• Only organization owners and admins can establish a SFDC form integration. However, owners and admins can grant edit permission on each individual form to specific users.

Salesforce Requirements

• You'll need Salesforce Enterprise or higher edition.
  
• You'll need Salesforce admin privileges.
  
• The Calendly user needs to exist in Salesforce and have the ability to own the SFDC objects described above (Account, Contact, Lead, Opportunity).
  
• Users in Salesforce must have the same email in Calendly in order to be matched as an Owner

Add SFDC lookup logic to a Calendly form

1. Select + New Routing form.
   
2. Choose Create a new form and name your form.
   
3. Add your question(s).
   
   • For example, First Name, Last Name, Email Address, or a variable answer like Location, Country, or Company Size.
     
4. Navigate to the Routing Logic tab and select Add a Route.
5. Configure your routing logic.
   • For more information on Calendly’s native routing logic, check out Getting started with Routing Forms. Additionally, check out Routing Forms Best Practices for information on best practices when creating routing forms.
   • While every SFDC instance is unique, we recommend users new to SFDC routing use the following configuration when getting started:
     1. IF: SFDC Lead
     2. Use Full Email Address to find Lead owner.
     3. Full email address matching field: Email
     4. Ownership Field: Lead Owner
     5. GO TO: Select the preferred destination (i.e., Managed Event, Event Type, External URL, or Custom Message).
        
     6. Select Save.
     7. Select Publish form.

Add SFDC lookup logic to a Marketo, HubSpot, or Pardot form

1. To set up SFDC routing from an existing Marketo, HubSpot, or Pardot form, begin by importing your form by following the steps in Set up routing from an existing Marketo form, Set up routing from an existing HubSpot form, or Set up routing from an existing Pardot form. 
2. Configure your routing logic.
   • For more information on Calendly’s native routing logic, check out Getting started with Routing Forms. Additionally, check out Routing Forms Best Practices for information on best practices when creating routing forms.
   • While every SFDC instance is unique, we recommend users new to SFDC routing use the following configuration when getting started:
     
     1. IF: SFDC Lead
     2. Use Full Email Address to find Lead owner.
     3. Full email address matching field: Email
     4. Ownership Field: Lead Owner
     5. GO TO: Select the preferred destination (i.e., Managed Event, Event Type, External URL, or Custom Message).
        
     6. Select Save.
     7. Select Publish form.