How to set up routing from Marketo forms

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

1. Navigate to your Routing page in Calendly.
2. Select + New routing form.
3. Select Import an existing form.
4. Select Connect to Marketo form.

Step 2 – Activate the Marketo integration

1. Enter the required credentials:
   • Client ID
   • Client Secret
   • Munchkin ID
2. Select Activate.

Calendly will create a "mirror form" that maps to your source form in Marketo.

Step 3 – Build your routing logic

1. Choose which Marketo form to import.
2. In the Form Preview, review questions and hidden fields.
3. 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

1. Go to your Routing page.
2. Select Share next to your form.
3. Customize your booking page appearance and privacy settings.
4. 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.