Calendly Routing

Book qualified, account-matched meetings directly from your website using Calendly, HubSpot, Marketo, or Pardot lead forms. On this page you'll find an overview of how Calendly routing works as well as step-by-step guides to get started.

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Qualify, route, and schedule meetings instantly

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Connect faster

Automatically route leads and prospects to the most suitable team member based on their expertise or availability, reducing manual efforts and accelerating response times

Prioritize qualified leads

Schedule directly from Marketo, HubSpot, or Calendly forms based on company size, industry, or other criteria.

Match known accounts in real time

Look up accounts in Salesforce, book them with the right rep, and skip manual reassignment.

Book more meetings

Increase website conversion rates without changing your existing tools and workflows.

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Get started with our step-by-step guides

Need setup help? Get in touch with us here!

calendly_shapes19.png Calendly routing forms

Article Description
Getting started with routing forms Instructions on how to set up a Calendly routing form.
Routing forms Best Practices Best practices to keep in mind when creating routing forms with Calendly.
How to embed a routing form Instructions on how to embed a Calendly routing form.
Routing form analytics Instructions on how to view routing form analytics.
How Calendly works with existing routing tools Best practices for integrating Calendly with your existing routing tools.
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.

calendly_shapes40__3_.png 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.

calendly_shapes23.png 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.

calendly_shapes11__2_.png 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.
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.

calendly_shapes19.png 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.  

calendly_shapes40__3_.png 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.