Calendly sends and stores Calendly Routing Form responses in Salesforce. In this article, we'll discuss mapping those responses to a lead record, a powerful way to streamline your sales process and ensure that your team has all the information they need exactly when they need it.
How to map routing form responses to a lead record
Step 1: Create a copy of the flow template
Before you begin, create a copy of the CreateRoutingFormLeadTemplate flow template and set the copy to active.
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- From your Salesforce Flows list, select the CreateRoutingFormLeadTemplate flow template.
- Select Save As in the top right-hand corner.
- Name the flow by creating a Flow Label.
- Select Save.
- Navigate back to the Salesforce Flows list.
- Select the newly saved/created flow.
- Activate the flow by selecting Activate in the top-right hand corner.
Step 2: Customize the new flow template
Once you have created a copy of the CreateRoutingFormLeadTemplate flow template, it's time to customize your flow.
- From the flow, create a new Loop element after the Email Exists? Decision and before the Get Contact element.
- Use the Current_Questions_Answers collection variable.
- Use the Current_Questions_Answers collection variable.
- Create a Decision element and make an outcome for each question you would like to have mapped.
- Resource: Current Item from Loop [Your Loop].Calendly__Question__c
- Operator: Equals
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Value: [Question Text]
- For each outcome in the Decision element, create an Assignment element to assign the answers to a variable.
- Variable: [Text Variable]
- Operator: Equals
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Value: Current Item from Loop [Your Loop]. Calendly__Answer__c
- Your loop should look something like this:
- Map the new variables to your Lead record.
- Edit the Create New Lead record element and assign the variables to their respective fields in the Lead.
- If you would like to update an existing lead, you will need to add an additional step.
- Save all changes.