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AJacob
Participant

Calendly integration with routing forms

Just wondering if anyone has been able to utilize the information collected in the pre-screen routing form and send it through to Hubspot. I am working with a form where the pre-screen routing form helps to segment leads to different CSM's based on potential contract size but that information is also needed to put them into the correct pipeline.

 

Any information collect post routing form is coming in as expected and name and email is coming through but I am not seeing any of the other question answered from the routing form coming through.

 

I am aware it's a new feature from Calendly but has anyone seen a solution to this yet?

6 Replies 6
francesco_mw
Member

Calendly integration with routing forms

I all,

 

resurfacing this thread since I have the same request. I would like to send to Hubspot the information collected in the Calendly Routing form.

 

Does someone have any news on this?

 

Thanks,

Francesco

 

0 Upvotes
kvlschaefer
Community Manager
Community Manager

Calendly integration with routing forms

Hi @DGregg@SavageGarden@tybo9188,

 

I wanted to refer you to Calendly's help documentation on mapping custom questions to HubSpot. 

I would suggest reaching out to Calendly (support@calendly.com) as the integration is built by them and they might have better insights on what the fields are referring to.

 

Thank you!

 

Best,

Kristen


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DGregg
Member

Calendly integration with routing forms

 I have the same need! The routing form questions don't appear to sync as custom questions/answers.

JenWeiss
HubSpot Employee
HubSpot Employee

Calendly integration with routing forms

Hi @AJacob

Thank you for reaching out! 

I understand that you are looking to see if there is a way to sync with HubSpot the pre-screen routing forms from Calendy. I would like to tag in some of our integrations experts on this to see if this would be possible at this time @HubDoPete , @lynton and @himanshurauthan. Would you know if it is possible for @AJacob  to sync this information? 

 

Best, 

@JenWeiss 

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SavageGarden
Participant

Calendly integration with routing forms

Does anyone have an answer to this question at all? it's been 8 months

 @HubDoPete , @lynton and @himanshurauthan. Would you know if it is possible for @AJacob ?? 

 

@JenWeiss 

0 Upvotes
tybo9188
Participant

Calendly integration with routing forms

I'm not seeing any messages past this thread. Are there any updates here? Thanks!

0 Upvotes