How to set up routing from HubSpot forms
Connect your HubSpot forms to Calendly’s routing logic to send leads to the right booking page based on their form responses.
For example, you can:
- Route clients using specific fields on your HubSpot forms.
- Embed Calendly routing with your HubSpot forms on your website.
Note
Calendly currently supports HubSpot forms built on the legacy form editor, as well as the new form builder (including multi-step forms).
Before you begin
- You’ll need HubSpot admin privileges.
- Only organization owners and admins can set up HubSpot routing integrations.
- Owners and admins can grant edit access to specific users for individual forms.
- Make sure your HubSpot CRM is connected. Follow the steps in Calendly + HubSpot.
Connect a HubSpot form to routing
- In Calendly, go to Routing.
- Select + New Routing form.
- Choose Import an existing form.
- Select Connect to link a HubSpot form.
- Sign in with your HubSpot credentials (skip if already connected):
- Enter your Username and Password.
- Select Log in.
- Enter the verification code sent to your email.
- Select Verify.
- Choose the HubSpot form you want to import.
- Calendly creates a “mirror form” and maps it to your original HubSpot form.
- In Form Preview, build your routing logic using radio buttons, dropdown fields, or the email domain.
For help building routing logic, see 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.
Share your embedded form
- In Calendly, go to Routing.
- Next to your form, select Share.
- Customize your booking page (colors, visibility of event details, cookie banner).
- Select Copy code in the form panel.
- Paste the copied code after your HubSpot form code on your website.
When someone completes your HubSpot form, they’ll be automatically redirected to the correct Calendly booking page.
For more, see How to embed routing from HubSpot forms.
Frequently asked questions
After you connect HubSpot, Calendly automatically creates or updates leads, contacts, events, and activities. Your HubSpot forms stay the same. Calendly reads the form submission and shows the correct booking page.
Yes. You can use hidden field values to route leads.
No. If you create one, make sure the user has access to your HubSpot forms.
Yes. When HubSpot is connected, the assigned salesperson automatically receives the form responses.
No. Calendly reads the form after submission and sends booked meeting details to HubSpot. It doesn’t pull other data from your HubSpot account.
Tracking doesn’t change. Calendly shows a booking pop-up instead of sending leads to a new page.
If you use a thank-you page, update your Event Type confirmation settings to redirect to your own URL.
Yes. You can pass UTM parameters and tracking data to the Calendly booking page or an external URL.