Calendly Routing

Qualify, route, and schedule meetings instantly

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

Routing Capabilities

Book qualified buyers on the spot

Qualify

Make it easy for people to schedule from your website, LinkedIn, email, and beyond without extra steps or manual coordination.

Route

Automatically look up and match known leads to assigned account owners from Salesforce and HubSpot.

Schedule

Book meetings on the spot with the right person on your team.

How it works

Customizable routing forms for your team

Create a routing form that uses basic routing logic (fixed answer responses) to screen and qualify people before they book with you.

Import third party forms into Calendly and simply build scheduling routes from visible or hidden fields — as well as Salesforce ownership status.

Use enrichment data in HubSpot or Marketo workflows. Dial in your scheduling routes with Industry, company size, and other enriched data.

Automatically match and schedule known leads and existing customers based on real time CRM account ownership.

Report on conversion rates to see the percentage of scheduled meetings coming from Calendly, HubSpot, Marketo, or Pardot forms.

“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."

Bryce Kropf

Sales Enablement Manager at Smith.ai

Get started

From the first meeting to the follow-up

All of the work around meetings, handled in one place. Book time, capture every discussion, and keep next steps moving without the manual work.

Start for free

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