The moment it happens

Post Calendly routing form answers to Slack

Every routing form answer reaches Slack, along with whether the person went on to book.

Runs: The moment it happens
Apps: Calendly
AI: Not needed
Access: PAT (paid plan with routing forms)

Send this to your assistant

Create a ClickRuntime automation: when someone submits my Calendly routing form, post their answers and whether they booked a meeting to #leads in Slack.

Paste it into your assistant. It tells you what it will send or change before it runs live.

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First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

A Calendly routing form asks visitors a few questions before deciding who they should meet, or whether they should book at all. A visitor who answers that they have a team of 200 people and a budget in place might never actually book, because they are routed to a page they do not like or get distracted. Those answers are valuable leads, yet if no booking follows, nobody sees them.

Whenever a routing form is submitted, Calendly pings ClickRuntime. The workflow formats the questions and answers into a readable list and posts them to Slack, whether or not the person goes on to book. Your team sees the intent as it appears, rather than only the bookings that complete.

It suits teams that qualify inbound interest with a routing form, including sales and partner teams.

What you get out of it

Interest is captured even without a booking
Visitors who answer but do not book still leave their details with you. A follow-up from a person turns some of them into meetings that would never have happened. Even partial interest is worth a short, personal reply.
High-intent answers get priority
A large company or a stated budget stands out in a channel read by sales. The best leads are seen before the less promising ones. Leaders can see at a glance whether the form is working as designed.
The form's effectiveness is easy to judge
Seeing submissions next to actual bookings shows how many people drop out. If many answer but few book, the routing or the next page may need rework. Speed of response is one of the biggest drivers of whether a lead becomes a conversation.
Sales can react while interest is fresh
Contacting a visitor within minutes of submission is far more effective than waiting. They are still at their desk, still thinking about the problem. Real answers are the best guide for deciding which questions to keep.
Questions can be refined with evidence
Reading real answers in the channel tells you which questions produce useful information and which are ignored. You can improve the form using actual responses. Small edits to the form can then be tested against real responses.

How it works

What happens, step by step

When someone fills in one of your Calendly routing forms, ClickRuntime hears about it straight away.
It lays out each question with the person's answer, and notes whether they went on to book a meeting.
The answers are posted to your #sales Slack channel, so the team can see who is interested and what they need.

Before it runs live

Connect Calendly
Paste your automation's link into the other app's webhook settings

What you get

RunsThe moment it happens

Post Calendly routing form answers to Slackjust nowSucceeded

Slack · #salesNew routing form answer (booked a meeting): • Company size: 50–200 • What do you need help with?: Migrating from Acme CRM

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.

Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

Act only on the items that match your own rules, and skip the rest
Add an AI step, for example to summarize, sort or draft a reply
Add another app, for example also send it to Slack
Combine it with other Calendly steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.

routing_form_submission_alert.pyexample

from clickruntime import on_event, notify

@on_event
def handle(event):
    body = event.json or {}
    if body.get("event") != "routing_form_submission.created":
        return {"skipped": True}
    sub = body["payload"]
    qa = "\n".join(f"• {q['question']}: {q['answer']}" for q in sub.get("questions_and_answers", []))
    booked = "booked a meeting" if sub.get("submitter") else "did not book"
    notify.slack(f"New routing form answer ({booked}):\n{qa}", channel="#sales")
    return {"posted": True}

FAQ

Common questions

Does a routing form submission include the visitor's email?

If the routing form asks for an email address, it is part of the answers and appears in the post. Otherwise there may be no way to contact the visitor. Adding an email field to the form is the simplest way to make follow-up possible.

Does it post for people who then book a meeting?

Yes, every submission is posted, whether or not it leads to a booking. If you want to separate people who booked from those who did not, a later step could compare with bookings. That is a larger change worth reviewing carefully.

Can I hide some answers from the Slack message?

Yes. The formatting step chooses which questions to show, so sensitive answers can be left out or shortened. Tell your AI assistant which fields should appear in the channel and approve the updated message. The message remains easy to read.

What permissions does it need?

PAT (paid plan with routing forms). Nothing else in your accounts is used.

Does it need AI?

No. It runs without AI, so it doesn't use your plan's AI allowance.

How many runs does it use?

One run for each event the app sends.

Can I change how it works?

Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

The moment it happens