Routing
Freshby Calendly
Conditional form logic with CRM lookup that routes leads to matched calendar owners without human triageRevenue teams with multiple reps who need inbound leads assigned to the right owner before a meeting is bookedFree tier
Form-based conditional routing that qualifies inbound visitors and assigns them to the correct team member's calendar based on answers, CRM data, or ownership rules.
Features
Shareable Scheduling Linksall plansCalendar Sync (Google, Outlook, Exchange)all plansVideo Conferencing Integration (Zoom, Google Meet, Teams)all plansWebsite Embedall plansAutomated Email & SMS Reminderspaid onlyUnlimited Event Typespaid onlyZapier & Webhookspaid onlyHubSpot & Mailchimp Integrationpaid onlyStripe & PayPal Payment Collectionpaid onlyRound-Robin Meeting Assignmentpaid onlyRouting Forms with Lead Qualificationpaid onlySalesforce Integrationpaid onlyHubSpot / Marketo / Pardot CRM Routingpaid onlyMeeting Analytics & Reportingpaid onlyGroup Meeting Pollspaid onlyManaged Events (team templates)paid onlyAI Notetakerpaid onlyCalendly MCP (AI assistant scheduling integration)all plansSingle Sign-On (SSO / SAML)enterprise onlySCIM User Provisioningenterprise onlyAudit Logenterprise onlyData Deletion APIenterprise onlyDomain Controlenterprise onlySalesforce Lookup Routingenterprise onlyMicrosoft Dynamics Integrationenterprise only
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