This article contains common questions and answers related to Calendly routing with HubSpot lookup.
What HubSpot records can Calendly use to find an owner?
Calendly can find an owner for:
- Contacts
- Companies
What do I need for HubSpot lookup routing to work?
Your Calendly login email must match your HubSpot account email. This lets Calendly access your HubSpot data correctly.
How do I use "Company" as a lookup object?
To use Company in Calendly routing:
- Go to Calendly’s Integrations & apps page.
- Disconnect your HubSpot integration.
- Reconnect it.
This refreshes your permissions. Don’t worry—your Calendly settings won’t change.
How can I send meetings to a specific owner?
To route based on a Contact Owner or Company Owner:
- Add a condition like Contact Owner is {owner ID}.
- Turn off use ownership.
- Choose the specific person’s Event Type as the destination.
This lets you route meetings based on the owner in HubSpot.
How do I find a HubSpot Owner ID?
- In HubSpot, select the Settings icon.
- Go to Data Management > Properties.
- Search for Contact owner.
- Open the property and find the Internal value. That’s the Owner ID.
How does Calendly use email domains for routing?
Calendly checks the primary email domain in HubSpot to match the contact or company. This keeps your routing accurate and up to date.
Does the order of routes matter?
Yes. Put the HubSpot ownership route first. This makes sure Calendly checks for a CRM match before trying other routes.
Why use a Managed Event for ownership lookup?
Instead of setting up a route for every team member, use one Managed Event. That way, all owners share one Event Type, and routing stays simple.
Is a Managed Event like a template?
Yes. Admins control Managed Events, so the experience is consistent—no matter who the meeting is with.
Should the Managed Event be general?
Yes. Use a generic title and description that fits any account, such as:
- Account Check-in: Meeting to touch base and answer questions.