Calendly integration logic issue

Apps Third-Party Apps
1

Hey Hubspot Community,
I have a problem with Calendly’s routings form logic capabilities when connecting it to a HubSpot form.

//Context
We have both product and services, and the HubSpot form connected to Calendly have all options available (for both product and services) in a multi-checkbox field. For example:

  • Product 1
  • Product #2
  • Service 1
  • Service #2

//Goal

Route users based on their form selection and if their selection contains both Product and Service options route them to an specific Calendly event type (that includes sales reps from both teams). For example:
EXMAPLE: User A selects:

  • Product 1 & Product #2

Destination:

  • Calendly routing form with ONLY Product sales reps

This sceneario is currently covered by Calendly. :check_mark:

EXAMPLE User B selects:

  • Service 1 & Service #2

Destination:

  • Calendly routing form with ONLY Service sales reps

This sceneario is currently covered by Calendly. :check_mark:

// PROBLEM //

User C selects:

  • Product 1, Product #2 & Service 1

Calendly only allows me to add the following logic to their Routing settings page:
If user selects Product 1 OR Product #2 OR Service 1 OR Service #2
When the logic we need should be

If user selects (Product 1 OR Product #2) AND (Service 1 OR Service #2)
Can anyone please help or advise?

2

@karstenkoehler I’m aware of your huge expertise here and all the help you provide to this community. Do you have any thoughts? Thank

3

Hi @a-cap-90

Calendly’s routing logic is limited to OR conditions, so unfortunately you can’t natively create an AND group like “Product AND Service.”

The only workaround inside Calendly is to add extra hidden fields or separate the flows into multiple routing forms, but that quickly becomes messy

If you want to keep everything clean inside HubSpot, you could instead capture the multi-checkbox field in the HubSpot form, then use a HubSpot workflow with branching logic to decide whether the combination includes both Product and Service.

Once the workflow identifies that case, it can send the user to a custom redirect URL pointing to the right Calendly event. HubSpot workflows allow multi-condition branching

(Set your workflow enrollment triggers )

And you can stack AND/OR conditions in a way Calendly doesn’t support.

For teams that outgrow workarounds like this, there’s another angle. The real limitation here is about conditional logic across systemss

Tools built for real-time sync and event-driven automation (like Stacksync) solve this by letting you detect complex patterns in the form submission data and then route users accordingly. Instead of bending Calendly’s logic, you’d have an integration layer that says “if checkbox group contains at least one Product AND at least one Service > send to hybrid event link.”

This avoids brittle manual rules and reduces maintenance as your form evolves. Happy to share how teams set this up in under an hour if useful.

Hope this helps.

4

Thanks for your insights on this.
To clarify and ensure we’re fully aligned: based on what I know, HubSpot workflows don’t currently support redirecting users directly to a URL within the platform. However, it is possible to automate an email that includes a custom URL as a call to action. Is this the outcome you’re suggesting? Or did you have a different workflow in mind?

Best,

Amaya