Use Calendly’s Routing Forms to direct leads to the right booking page based on their responses in a Marketo form.
Before you begin
- Only organization owners and admins can set up a Marketo integration.
- Owners and admins can grant edit access for individual forms to other users.
- Make sure you have your Marketo credentials ready. Learn how to find your Marketo credentials.
Step 1 – Create a new routing form
- Navigate to your Routing page in Calendly.
- Select + New routing form.
- Select Import an existing form.
- Select Connect to Marketo form.
Step 2 – Activate the Marketo integration
- Enter the required credentials:
- Client ID
- Client Secret
- Munchkin ID
- Select Activate.
Calendly will create a "mirror form" that maps to your source form in Marketo.
Step 3 – Build your routing logic
- Choose which Marketo form to import.
- In the Form Preview, review questions and hidden fields.
- Build routing rules using:
- Radio buttons
- Dropdown responses
- Email domain (based on email field)
Tip: Learn how to build routing logic.
Once you finish, Calendly will generate a script to embed the form.
Step 4 – Share your routing form
- Go to your Routing page.
- Select Share next to your form.
- Customize your booking page appearance and privacy settings.
- Select Copy code.
Paste the script into your website—after your Marketo form embed code. This ensures visitors are routed to the right booking page after they submit the Marketo form.
Frequently asked questions
Does integrating Calendly with Marketo forms affect my Marketo setup?
No. Calendly only reads form values to choose a scheduling page. It does not change your Marketo app or other tools.
Can I use hidden fields in my Marketo form?
Yes. You can route leads using values from hidden fields.
Do I need a new Marketo user to connect Calendly?
No. If you create one, it must be an API-only user.
Will form responses be shared with the salesperson?
Yes, if Marketo is connected to Salesforce. Form responses appear in Salesforce for the assigned rep.
Is this a two-way integration?
No. Calendly reads form data when it’s submitted. It does not send booking data back to Marketo.
What happens to tracking after someone submits a Marketo form?
Calendly shows a scheduling pop-up instead of a redirect. UTM data is included and passed to tools like Zapier or Salesforce.
If you use a thank-you page, update the Event Type confirmation settings to redirect to your URL.
How do I send leads to a thank-you page after booking?
- Open the routed Event Type in Calendly
- Go to More options > Confirmation page
- Choose Redirect to an external site and add your link
What data is included in Calendly custom activities?
Calendly Submit Routing Form includes:
- Form name and ID
- Form URL and submission link
- Route result type
- Route result value
Calendly Schedule Event includes:
- Event name and ID
- Invitee link
- Event Type URL
- UTM data
- Booking date
- Event date
What can I do with this integration?
Create Smart Lists, Campaigns, and Programs in Marketo using Calendly form and event activity data.
Will Calendly create new people or leads in Marketo?
No. Calendly only adds activity to people who already exist in Marketo.
Do I need to use routing to use this integration?
No. Calendly sends activity for both form submissions and scheduled meetings, even without routing.
Why is this integration better than others?
Calendly sends data straight to Marketo. This avoids delays from syncing through Salesforce and lets campaigns run right away.
How does this integration affect API calls to Marketo?
Calendly makes two API calls per action: one to find the person and one to log the activity.
How are group events logged in Marketo?
Each person who books a group event is logged as a separate activity.
How are Collective events logged in Marketo?
One activity is logged. The event shows the Collective name and the Calendly host who sent the invite.