Automation for Routing Form Submissions Without a Booking

We ran into the same gap when setting this up for a small service team, and the key thing to understand is that Calendly workflows are driven by booking events - a meeting being booked, cancelled, or a no-show - not by someone abandoning the routing form. So there is no built-in workflow step that fires just because a routing submission did not end in a booking. The workaround that has been reliable for us is to treat the routing submissions and the bookings as two lists and compare them. Send every routing form response into the place you already follow up from, such as your CRM or a simple spreadsheet via your integration tool, using the email address as the matching field. When a booking does happen, mark that same record as booked. Then run the follow-up on a delay rather than immediately: a daily check, or an automation that waits 24 hours and only messages people whose record still shows no booking. That delay matters, because plenty of people submit the form, get distracted, and book later the same day, and you do not want to chase someone who already has a meeting. Also worth doing: keep the routing form as short as you can before the booking step, and collect the email early, because that is the one field you need for the follow-up to work at all.