Calendly Routing
Qualify, route, and schedule meetings instantly
Close deals faster with real-time website scheduling for high-value leads and customers.
Screen and qualify new leads directly from HubSpot, Marketo, Pardot, or Calendly forms.
Automatically look up and match known leads to assigned account owners from Salesforce and HubSpot.
Book meetings on the spot with the right person on your team.
Book qualified buyers on the spot
Why Calendly Routing?
Adding real time scheduling into your marketing workflows shouldn’t require a Ph.D. Increase speed to lead with customizable options without changing your existing setup.
“Our HubSpot form conversion rates have skyrocketed with Calendly Routing. We’re now seeing 70% of qualified leads booking demos directly from our website. Our entire team is thrilled."
Max Friedman
CEO, Givebutter
Customizable for your team
Whether you are new to website forms or have fully integrated marketing form workflows, Calendly Routing offers various ways to get up and running.
Build routing forms in Calendly
Create a routing form that uses basic routing logic (fixed answer responses) to screen and qualify people before they book with you.
Import existing HubSpot, Marketo, or Pardot forms
Import third party forms into Calendly and easily add scheduling routes from visible or hidden fields — as well as Salesforce ownership status.
Route from hidden fields
Use Clearbit or ZoomInfo enrichment data in HubSpot, Marketo, or Pardot marketing forms. Shorten forms and dial in your scheduling routes with industry, company size, and other enriched data.
Route with Salesforce or HubSpot lookup
Automatically match and schedule known leads and existing customers based on real time CRM account assignment, filtering by deal stage or other Salesforce fields.
“Before Calendly Routing, 60% of people who started to book a meeting on our website did not complete it. Now, we’re automatically sending demos to specific reps based on company size, which has created better experiences for both our customers and employees. We’re winning more business with less work.”
“We’re able to qualify leads instantly and connect them to the right person on our sales team every time. Calendly Routing helps us put prospects on the right path automatically.”
“It only took me 7 minutes to set up Calendly’s HubSpot lookup. 7 minutes that saved us hours of doing manual reassignments and fixing reports. For us, it’s not just about conversions; it’s also about saving valuable time for our team while providing excellent customer experience. Now it’s the right rep - right away.”
Hit your inbound growth targets
Start booking qualified, account-matched meetings directly from your website.