Calendly Routing

Qualify, route, and schedule meetings instantly

Close deals faster with real-time website scheduling for high-value leads and customers.

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Screen and qualify new leads directly from HubSpot, Marketo, Pardot, or Calendly forms.

Book qualified buyers on the spot

Trusted leads

Get better results from your “Contact Sales” forms and prevent high-value buyers from looking elsewhere.

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 at 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.

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Calendly forms

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.

Form integrations

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.

Import existing Hubspot Pardot or Marketo forms

Data enrichment

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.

Use Clearbit or ZoomInfo enrichment data in HubSpot or Marketo marketing forms. Shorten forms and dial in your scheduling routes with industry, company size, and other enriched data.

Ownership routing

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.

“We’re already seeing an incredible 70% conversion rate of meetings booked from our lead form; the experience is clearly resonating with customers, and it's driving better results for our sales and marketing teams."