How to set up routing from HubSpot forms

Connect your HubSpot forms to Calendly’s routing logic to send leads to the right booking page based on their form responses.

For example, you can:

• Route clients using specific fields on your HubSpot forms.
• Embed Calendly routing with your HubSpot forms on your website.

Note: Calendly only supports forms built using the HubSpot legacy form editor. Forms built with the multi-step editor are not supported.

Before you begin

• You’ll need HubSpot admin privileges.
• Only organization owners and admins can set up HubSpot routing integrations.
• Owners and admins can grant edit access to specific users for individual forms.
• Make sure your HubSpot CRM is connected. Follow the steps in Calendly + HubSpot.

Connect a HubSpot form to routing

1. In Calendly, go to Routing.
2. Select + New Routing form.
3. Choose Import an existing form.
4. Select Connect to link a HubSpot form.
5. Sign in with your HubSpot credentials (skip if already connected):
   • Enter your Username and Password.
   • Select Log in.
   • Enter the verification code sent to your email.
   • Select Verify.
6. Choose the HubSpot form you want to import.
7. Calendly creates a “mirror form” and maps it to your original HubSpot form.
8. In Form Preview, build your routing logic using radio buttons, dropdown fields, or the email domain.

For help building routing logic, see Getting started with Routing Forms.

Note: Routes can only be built off of responses to radio button and dropdown questions, as well as the email domain for an email field.

Share your embedded form

1. In Calendly, go to Routing.
2. Next to your form, select Share.
3. Customize your booking page (colors, visibility of event details, cookie banner).
4. Select Copy code in the form panel.
5. Paste the copied code after your HubSpot form code on your website.

When someone completes your HubSpot form, they’ll be automatically redirected to the correct Calendly booking page.

For more, see How to embed routing from HubSpot forms.