Routing forms
22 articles
Calendly Routing
Discover how to streamline meeting scheduling using Calendly Routing with tools like HubSpot and Marketo. Learn to qualify leads, connect them to the right team members, and book more meetings efficiently through step-by-step guides and best pract...
How Calendly works with existing routing tools
Learn how to effectively integrate Calendly with existing lead routing tools like Salesforce to streamline lead assignment. Follow best practices for exclusions and timing to ensure smooth operations and prevent lead misrouting.
How to create a Routing Form
Learn how to create Routing Forms in Calendly to direct visitors based on industry, company size, and interests. This guide walks you through building forms, adding questions, and setting up routing logic to optimize visitor engagement.
How to embed a Routing Form
Learn how to seamlessly embed a Calendly routing form on your website. This guide covers creating the routing form, generating the embed code, and pasting it into your web hosting platform for easy integration.
How to embed routing from HubSpot forms
Learn how to embed routing from HubSpot forms into your website using Calendly. This guide covers importing a routing form, generating the necessary embed code, and pasting it alongside your HubSpot form for seamless user experience.
How to embed routing from Marketo forms
Learn to embed Advanced Routing with Marketo forms into your website. This guide outlines how to import a routing form, generate the embed code, and properly add it alongside your Marketo form for seamless integration.
How to embed routing from Pardot forms
Learn how to embed Pardot forms in Calendly by importing forms, copying the Advanced Routing script, and integrating it into your Pardot layout template. Follow the steps to enhance your website's functionality and streamline your forms.
How to manage Routing Forms
Learn to effectively manage Routing Forms by editing permissions, viewing responses with filters, and exporting results as CSV files. This guide helps you maintain control over important form data efficiently.
How to pre-populate invitee answers in routing forms
Learn how to enhance invitee experience by pre-populating answers in Calendly routing forms. Save time, reduce errors, and personalize scheduling with simple URL modifications for a smoother, quicker form completion process.
How to prevent scheduling with non-business or unwanted email domains
Discover best practices for Routing Forms to optimize your scheduling process. Learn to minimize questions, ensure clarity, block unwanted email domains, and engage unqualified visitors with customized messages for improved event management and bo...
How to set up routing from HubSpot forms
Learn how to connect HubSpot forms to Calendly's routing logic to efficiently direct leads to appropriate booking pages based on their responses. The guide covers setup, customization, and embedding forms for smooth user experience.
How to set up routing from Marketo forms
Learn to set up Calendly's Routing Forms with Marketo to direct leads efficiently. This guide covers integrating Marketo forms, building routing logic, and sharing your form, ensuring visitors are routed correctly post-submission.
How to set up routing from Pardot forms
Learn how to set up routing from Pardot forms to specific Calendly booking pages based on user responses. This guide covers integration steps, form setup, and embedding for effective lead management.
How to set up routing with HubSpot lookup
Learn to enhance your Calendly event routing using HubSpot lookup. This article covers setup requirements, options for creating routing forms, and how to leverage HubSpot data for advanced routing based on specific contact or company attributes.
How to set up routing with Salesforce lookup
Learn how to set up routing in Salesforce using Calendly by integrating Salesforce data for flexible visitor routing based on criteria like account, contact, lead, or opportunity ownership. Discover setup options and best practices for optimized f...
Routing with Salesforce lookup FAQs
Learn how to effectively use Calendly routing with Salesforce lookup. This article answers common questions about record types, custom fields, lead assignment, and compatibility with Salesforce Shield encryption for optimal lead management.
Routing with Salesforce lookup examples
Learn to configure Salesforce lookups in Calendly routing forms to effectively manage lead assignments based on ownership, opportunity status, and other fields. Streamline your routing logic to optimize lead distribution and maximize engagement.
Troubleshooting routing from HubSpot Forms
Learn how to troubleshoot routing issues between HubSpot forms and Calendly. This guide covers common problems, including form type compatibility, Wix setup, and redirecting invitees, ensuring an effective booking process.
Troubleshooting routing from Marketo forms
Learn to troubleshoot routing issues between Marketo forms and Calendly. This guide covers common problems like redirect settings, visibility in Calendly, Wix integration, and handling popup closures, ensuring smooth user experiences and successfu...
Troubleshooting routing from Pardot forms
This guide addresses common issues with importing Pardot forms into Calendly, including visibility problems, form field errors, and 403 errors. Learn how to troubleshoot these issues effectively and access support options for further assistance.
Troubleshooting when routing with Salesforce lookup
Learn how to troubleshoot routing issues with Salesforce lookup in Calendly. Discover solutions for skipped routes, duplicate events, and missing fields to ensure seamless integration and efficient event management.
Routing with HubSpot lookup FAQs
Learn how to effectively route meetings in Calendly using HubSpot lookup. The article covers owner identification, integration setup, and best practices for using Managed Events, ensuring accurate and streamlined appointment scheduling.