How to set up routing from Marketo forms

Connect a Marketo form to Calendly's routing logic to direct leads to the right booking page based on their responses. Find a full guide here.

Before you begin

• Only organization owners and admins can establish a Marketo form integration. However, owners and admins can grant edit permission on each individual form to specific users.

How to connect Marketo with routing forms

1. Navigate to your Routing page.
2. Select + New routing form.
   
3. Select Import an existing form.
   
4. Select Connect to connect a Marketo form.
5. Activate the integration by entering a set of ID numbers from your Marketo account into Calendly.
   1. Enter your Client ID.
   2. Enter your Client Secret.
   3. Enter your Munchkin ID#.
   4. Select Activate.
      
      Note: Check out this help center article for more information on finding your Marketo Credentials: Finding your Marketo credentials.
6. Choose which Marketo form you would like to import.
   • Calendly will then create a "mirror form" and automatically map everything in the mirror form to the source form in Marketo.
     
7. From there, build your routing logic based on the responses to the questions in your form. If you're using hidden fields, you'll see them in the Form Preview.
   
   Check out the following help center article for more information on building Routing Forms in Calendly: Getting started with Routing Forms.
   
   Note: Routes can only be built off of responses to radio button and dropdown questions, as well as the email domain for an email field.

Once you've finished building your routing logic, an auto-generated script will be available to you.

1. Navigate to the Routing page in Calendly.
2. To the right of the desired routing form, select Share.
   • From there, you will have the ability to customize your booking page by adjusting the colors and visibility of the event type details and cookie banner.
3. Select Copy code in the bottom right of the form panel.
   
4. Paste the copied code into the website where your HubSpot form is embedded. Make sure to place it after the Marketo form code.

This will ensure each time a visitor fills out your Marketo form, they'll be automatically redirected to the right destination in Calendly. For more information, check out How to embed routing from Marketo forms.