Routing with Salesforce lookup FAQs
Updated March 19, 2026·2 min read
Available to Owners and Admins on Enterprise plans.View plans
This article contains common questions and answers related to Calendly routing with Salesforce lookup.
What types of records can I look up in Salesforce?
Calendly can look up owners for these Salesforce records:
- Leads
- Contacts
- Accounts
- Opportunities
- Custom objects
Can I do lookups on custom objects in Salesforce?
Yes, Calendly supports custom object lookups.
Can I do lookups on custom fields in Salesforce?
Yes, you can look up any standard or custom field.
How do I route leads to the right rep in email campaigns?
Use a Calendly routing form instead of a direct event link.
- The form should collect the email address.
- Add a Salesforce ownership route to the form.
- When someone opens the link and enters their email, Calendly finds their rep and shows the rep’s booking page.
Can I assign a lead to someone other than the usual record owner?
Yes. Use a custom field on the Account, Lead, Contact, or Opportunity object. For example: “Account Rep” or “CSM”.
How are leads added to Salesforce from Calendly?
- If a meeting is booked, Calendly adds the record to Salesforce.
- If no meeting is booked, the lead can be added through a Marketo or Pardot integration.
Does routing work with Salesforce Shield Platform Encryption?
It depends on the type of encryption:
Probabilistic encryption
- Calendly routing does not work with this type.
- Fields with this encryption can’t be used in WHERE, GROUP BY, or ORDER BY queries.
- Learn more: General Shield Platform Encryption Considerations
Deterministic encryption
- Routing can work, but only for exact, case-sensitive matches.
- Example: You can match an email address, but not just the domain part.
- LIKE and STARTS WITH queries are not supported.
- Learn more: Considerations for Using Deterministic Encryption
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