Calendly Routing
Use Calendly with HubSpot, Marketo, or Pardot forms to qualify leads and schedule meetings instantly. This guide explains how Calendly Routing works and links to step-by-step articles to help you get started.
Qualify, route, and schedule meetings faster
 | Connect with leads instantlySend each lead to the right team member based on their skills or calendar. This saves time and helps your team respond faster. Focus on the best leadsBook meetings using data from your forms—like company size or industry—so only the right people reach your team. |
Match accounts in real timeUse Salesforce to check if an account already exists, then schedule with the correct owner. Skip the manual handoff. Book more meetingsKeep your current tools and workflows. Calendly helps you turn more visitors into meetings without making big changes. |  |
Get started with our step-by-step guides
Need setup help? Get in touch with us!
Calendly routing forms
Article | Description |
Step-by-step instructions to build your first form. | |
Learn how to update or change your form settings. | |
Tips to get the most out of your forms. | |
Add forms to your website easily. | |
See how your forms are performing. | |
Use Calendly with tools like LeanData and Distribution Engine. | |
Best practices for integrating Calendly with LeanData. | |
Best practices for integrating Calendly with Distribution Engine. |
Routing from Marketo forms
Article | Description |
Instructions on how to set up routing from Marketo forms. | |
Instructions on how to find your Marketo credentials when setting up routing from Marketo. | |
Instructions on how to embed routing from Marketo forms. | |
Instructions on how to view routing form analytics. | |
Common troubleshooting steps related to Calendly routing from Marketo forms. | |
Commonly asked questions related to Calendly's routing from Marketo forms. |
Routing from HubSpot forms
Article | Description |
Instructions on how to set up routing from HubSpot forms. | |
Instructions on how to embed routing from HubSpot forms. | |
Instructions on how to view routing form analytics. | |
Common troubleshooting steps related to Calendly routing from HubSpot forms. | |
Commonly asked questions related to Calendly's routing from HubSpot forms. |
Routing from Pardot forms
Article | Description |
Instructions on how to set up routing from Pardot forms. | |
Instructions on how to embed routing from Pardot forms. | |
Instructions on how to view routing form analytics. | |
Common troubleshooting steps related to Calendly routing from Pardot forms. | |
Commonly asked questions related to Calendly's routing from Pardot forms. |
Routing with Salesforce lookup
Article | Description |
Instructions on how to set up routing with Salesforce lookup. | |
Common troubleshooting steps related to Calendly's routing with Salesforce lookup. | |
Common questions and answers related to Calendly routing with Salesforce lookup. | |
Explore various scenarios and solutions when routing with Salesforce lookup. |
Routing with HubSpot lookup
Article | Description |
Instructions on how to set up routing with HubSpot lookup. | |
Common questions and answers related to Calendly routing with HubSpot lookup. |