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.
Qualify, route, and schedule meetings instantly
Connect fasterAutomatically 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 leadsSchedule directly from Marketo, HubSpot, or Calendly forms based on company size, industry, or other criteria. |
|
Match known accounts in real timeLook up accounts in Salesforce, book them with the right rep, and skip manual reassignment. Book more meetingsIncrease website conversion rates without changing your existing tools and workflows. |
Get started with our step-by-step guides
Need setup help? Get in touch with us here!
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. |
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. |
|
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. |