Use Calendly with HubSpot, Marketo, or Pardot forms to qualify leads and schedule meetings instantly. This guide explains how Calendly Routing works and links to step-by-step articles to help you get started.
Qualify, route, and schedule meetings faster
Connect with leads instantlySend each lead to the right team member based on their skills or calendar. This saves time and helps your team respond faster. Focus on the best leadsBook meetings using data from your forms—like company size or industry—so only the right people reach your team. |
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Match accounts in real timeUse Salesforce to check if an account already exists, then schedule with the correct owner. Skip the manual handoff. Book more meetingsKeep your current tools and workflows. Calendly helps you turn more visitors into meetings without making big changes. |
Get started with our step-by-step guides
Need setup help? Get in touch with us here!
Calendly routing forms
| Article | Description |
| How to create a Routing Form | Step-by-step instructions to build your first form. |
| How to manage a Routing Form | Learn how to update or change your form settings. |
| Routing forms Best Practices | Tips to get the most out of your forms. |
| How to embed a routing form | Add forms to your website easily. |
| Routing form analytics | See how your forms are performing. |
| How Calendly works with existing routing tools | Use Calendly with tools like LeanData and Distribution Engine. |
| How Calendly routing works with LeanData | Best practices for integrating Calendly with LeanData. |
| How Calendly routing works with Distribution Engine | Best practices for integrating Calendly with Distribution Engine. |
Routing from Marketo forms
| Article | Description |
| Setup routing from Marketo forms | Instructions on how to set up routing from Marketo forms. |
| Finding your Marketo credentials | Instructions on how to find your Marketo credentials when setting up routing from Marketo. |
| How to embed routing from Marketo forms | Instructions on how to embed routing from Marketo forms. |
| Routing form analytics | Instructions on how to view routing form analytics. |
| Troubleshooting routing from Marketo forms | Common troubleshooting steps related to Calendly routing from Marketo forms. |
| Routing from Marketo FAQs | Commonly asked questions related to Calendly's routing from Marketo forms. |
Routing from HubSpot forms
| Article | Description |
| Setup routing from HubSpot forms | Instructions on how to set up routing from HubSpot forms. |
| How to embed routing from HubSpot forms | Instructions on how to embed routing from HubSpot forms. |
| Routing form analytics | Instructions on how to view routing form analytics. |
| Troubleshooting routing from HubSpot forms | Common troubleshooting steps related to Calendly routing from HubSpot forms. |
| Routing from HubSpot FAQs | Commonly asked questions related to Calendly's routing from HubSpot forms. |
Routing from Pardot forms
| Article | Description |
| Setup routing from Pardot forms | Instructions on how to set up routing from Pardot forms. |
| How to embed routing from Pardot forms | Instructions on how to embed routing from Pardot forms. |
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Routing form analytics |
Instructions on how to view routing form analytics. |
| Troubleshooting routing from Pardot forms | Common troubleshooting steps related to Calendly routing from Pardot forms. |
| Routing from Pardot FAQs | Commonly asked questions related to Calendly's routing from Pardot forms. |
Routing with Salesforce lookup
| Article | Description |
| Setup routing with Salesforce lookup |
Instructions on how to set up routing with Salesforce lookup. |
| Troubleshooting when routing with Salesforce lookup |
Common troubleshooting steps related to Calendly's routing with Salesforce lookup. |
| Routing with Salesforce lookup FAQs |
Common questions and answers related to Calendly routing with Salesforce lookup. |
| Routing with Salesforce lookup: scenarios and solutions |
Explore various scenarios and solutions when routing with Salesforce lookup. |
Routing with HubSpot lookup
| Article | Description |
| Setup routing with HubSpot lookup |
Instructions on how to set up routing with HubSpot lookup. |
| Routing with HubSpot lookup FAQs |
Common questions and answers related to Calendly routing with HubSpot lookup. |