Mapping Routing Form responses to a lead record in Salesforce


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. 

Note: To learn more about the process of syncing Routing Form responses to Salesforce, check out this Help Center article.

Set up  

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.   
    1. From your Salesforce Flows list, select the CreateRoutingFormLeadTemplate flow template.
    2. Select Save As in the top right-hand corner. 
    3. Name the flow by creating a Flow Label
    4. Select Save
    5. Navigate back to the Salesforce Flows list. 
    6. Select the newly saved/created flow. 
    7. 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. 

  1. 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. 

  2. 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 
    • Value: [Question Text]

  3. For each outcome in the Decision element, create an Assignment element to assign the answers to a variable. 
    • Variable: [Text Variable]
    • Operator: Equals 
    • Value: Current Item from Loop [Your Loop]. Calendly__Answer__c

    • Your loop should look something like this: 

  4. 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. 
  5. Save all changes.