This article contains common questions and answers related to Calendly routing with Salesforce lookup.
What types of records can I look up in Salesforce?
Calendly can look up owners for these Salesforce records:
- Leads
- Contacts
- Accounts
- Opportunities
- Custom objects
Can I do lookups on custom objects in Salesforce?
Yes, Calendly supports custom object lookups.
Can I do lookups on custom fields in Salesforce?
Yes, you can look up any standard or custom field.
How do I route leads to the right rep in email campaigns?
Use a Calendly routing form instead of a direct event link.
- The form should collect the email address.
- Add a Salesforce ownership route to the form.
- When someone opens the link and enters their email, Calendly finds their rep and shows the rep’s booking page.
Can I assign a lead to someone other than the usual record owner?
Yes. Use a custom field on the Account, Lead, Contact, or Opportunity object.
For example: “Account Rep” or “CSM”.
How are leads added to Salesforce from Calendly?
- If a meeting is booked, Calendly adds the record to Salesforce.
- If no meeting is booked, the lead can be added through a Marketo or Pardot integration.
Does routing work with Salesforce Shield Platform Encryption?
It depends on the type of encryption:
Probabilistic encryption
- Calendly routing does not work with this type.
- Fields with this encryption can’t be used in WHERE, GROUP BY, or ORDER BY queries.
- Learn more: General Shield Platform Encryption Considerations
Deterministic encryption
- Routing can work, but only for exact, case-sensitive matches.
- Example: You can match an email address, but not just the domain part.
- LIKE and STARTS WITH queries are not supported.
- Learn more: Considerations for Using Deterministic Encryption