Calendly + Distribution Engine

Integrate Calendly with Distribution Engine to manage and route leads more effectively in Salesforce.

With this setup, you can align your Calendly routing rules with your Distribution Engine logic. This keeps lead assignment smooth and consistent across both systems.

For example, you can:

• Route leads in Calendly using the same rules as in Distribution Engine
• Prevent leads from being routed twice by using routing exclusions
• Add timing buffers to improve lead updates and assignments

Before You Begin

Before connecting Calendly with Distribution Engine:

• Make sure Calendly is connected to Salesforce using Calendly’s Salesforce integration.
• Confirm your Salesforce workflows are ready to receive meeting data from Calendly.
• Know how your Distribution Engine routing rules are set up. You'll want to mirror these in Calendly.

Align Calendly with Distribution Engine

To make both tools work well together, follow these best practices:

Step 1 – Create a routing exclusion

If you use Distribution Engine to route most leads but want Calendly-created leads to follow different rules:

• Use the CalendlyCreated attribute.
• When Calendly sends meeting data to Salesforce, it creates a CalendlyAction record.
• Salesforce will add CalendlyCreated to the new lead or event.
• In Distribution Engine, exclude any leads with this attribute from routing.

Step 2 – Exclude assigned leads

Most routing tools won’t reassign leads that already have an owner. When a lead books with Calendly, Salesforce assigns it to the scheduled rep.

In Distribution Engine:

• Check if the lead is already assigned.
• If so, skip this lead from your routing rules.

Step 3 – Add a wait step

Calendly data might take a few minutes to update in Salesforce. To prevent routing too early:

• Add a 5–10 minute wait step in your routing flow before Distribution Engine runs.
• This ensures Calendly has time to assign the lead.
• Then, run your usual routing logic in Distribution Engine.

Troubleshooting

If something doesn’t work as expected:

• Make sure your Salesforce integration is active and data is syncing
• Check that the CalendlyCreated attribute is being applied
• Confirm the wait step is giving enough time before routing
• Test your lead flow to see if the correct rules are firing