CALENDLY ROUTING
Qualify, route, and schedule meetings instantly
Close deals faster with real-time website scheduling for high-value leads and customers.
Book qualified buyers on the spot
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. Reduce 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
speed to lead
Get more from your tools
Works with your marketing tools
Enhance your existing Marketo and HubSpot website forms. Simply import form fields into Calendly and add scheduling routes based on submission data.
Simple to get started
Don’t have forms on your site? No problem. Build a routing form in Calendly that you can embed on your website or share as a link.
Built for your CRM
Get more from your Salesforce investment with scheduling routes that reference real time account ownership. Enjoy faster deal momentum without time-consuming, manual reassignments.
“The Salesforce lookup is a game changer for our sales team. They no longer spend 5+ hours a month reassigning website demos.”
Abbie Deaver
Director of Marketing, RCReports
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.
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 or Marketo forms
Import third party forms into Calendly and simply build scheduling routes from visible or hidden fields — as well as Salesforce ownership status.
Data ENRICHMENT
Route from hidden fields
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 lookup
Create routes that automatically match and schedule known leads and existing customers based on real time CRM account ownership.
Testimonials
Things our customers say
Take it from the millions of people who use Calendly to save time and drive revenue every day.
“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
Sr. Sales Manager, Smith.ai
“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.”
Kenneth Burke
Vice President of Marketing, Text Request
“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.”
Alex Friend
Head of Growth, Stonly
GET STARTED
Hit your inbound growth targets
Start booking qualified, account-matched meetings directly from your website.