How to set up routing from Marketo forms

Updated Aug 19, 20265 min read
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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. Go to Scheduling → Routing forms.
  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 Scheduling → Routing forms.
  2. Select Share next to your routing form.
  3. Customize your booking page (colors, event details, cookie banner).

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.

Frequently asked questions

No. Calendly only reads form values to choose a scheduling page. It does not change your Marketo app or other tools.

Yes. You can route leads using values from hidden fields.

No. If you create one, it must be an API-only user.

Yes, if Marketo is connected to Salesforce. Form responses appear in Salesforce for the assigned rep.

No. Calendly reads form data when it’s submitted. It does not send booking data back to Marketo.

Calendly shows a scheduling pop-up instead of a redirect. UTM data is included and passed to tools like Zapier or Salesforce.

If you use a thank-you page, update the Event Type confirmation settings to redirect to your URL.

  1. Open the routed Event Type in Calendly
  2. Go to More options > Confirmation page
  3. Choose Redirect to an external site and add your link

Calendly Submit Routing Form includes:

  • Form name and ID
  • Form URL and submission link
  • Route result type
  • Route result value

Calendly Schedule Event includes:

  • Event name and ID
  • Invitee link
  • Event Type URL
  • UTM data
  • Booking date
  • Event date

Create Smart Lists, Campaigns, and Programs in Marketo using Calendly form and event activity data.

No. Calendly only adds activity to people who already exist in Marketo.

No. Calendly sends activity for both form submissions and scheduled meetings, even without Calendly routing.

Calendly sends data straight to Marketo. This avoids delays from syncing through Salesforce and lets campaigns run right away.

Calendly makes two API calls per action: one to find the person and one to log the activity.

Each person who books a group event is logged as a separate activity.

One activity is logged. The event shows the Collective name and the Calendly host who sent the invite.

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