Calendly Routing Form responses can be automatically sent to Salesforce and mapped to lead records. This helps your team access key lead data quickly and speeds up your sales process.
In this guide, you’ll learn how to create and customize a Salesforce Flow to map Routing Form answers to the appropriate lead fields.
Before you begin
Make sure you have:
- Access to Salesforce Flows
- Permission to edit and activate flows
- A copy of the CreateRoutingFormLeadTemplate flow available in your Salesforce instance
Step 1 – Create and activate a copy of the flow template
- In your Salesforce Flows list, select CreateRoutingFormLeadTemplate.
- In the top-right corner, select Save As.
- Enter a name for the flow in the Flow Label field.
- Select Save.
- Return to the Flows list.
- Open your newly saved flow.
- Select Activate in the top-right corner.
Step 2 – Customize the flow to map question responses
After activating your copy of the flow, customize it to map Routing Form responses to a lead record.
- In your flow, add a Loop element.
- Place it after the Email Exists? decision node and before the Get Contact element.
- Set Current_Questions_Answers as the collection variable.
- Add a Decision element.
- Create one outcome for each question you'd like to map.
- Use the following format:
-
Resource:
Current Item from Loop [Your Loop].Calendly__Question__c - Operator: Equals
- Value: [Your Question Text]
-
Resource:
- For each outcome, add an Assignment element to save the response:
- Variable: [Text Variable Name]
- Operator: Equals
-
Value:
Current Item from Loop [Your Loop].Calendly__Answer__c
Step 3 – Map variables to the lead record
- Open the Create New Lead record element.
- Map each variable to its corresponding lead field.
- To update existing leads, add an additional step in the flow before the record creation.
- Save all changes.
What’s next?
To learn more about syncing Calendly Routing Forms with Salesforce, visit this guide.