Lead source
Map a Cal.com account to the accountable company and membership.
One routing rule associates External Tool Account with Follow up Target: Company and Follow up Target: Person. Tool, Login and Tool Identifier come from the Tool Account mirror; accountability is a CRM decision.
Rules and relationships
The live checkbox is named Active with a trailing space. The workflow uses its field ID, filters for active Cal.com rows, compares normalized organizer/calendar keys against Login and Tool Identifier and uses the first match. Keep one unambiguous active rule per external account; the workflow does not reject duplicate matches. It reads one API page of rules.
No match still creates an unassigned Deal with a warning in Notes°. A seller with memberships in several companies must be routed to the intended company membership, not guessed from a personal email. Do not store webhook secrets or tokens in Note.
Fields
| Field | Storage | Current configuration |
|---|---|---|
| Name | Formula | Calculated; see rules below. |
| Label | Text | Stored value or system-managed audit; edit according to the workflow. |
| External Tool Account | Linked records | Tool Account; Multiple-record picker |
| Tool | Lookup | Via External Tool Account → Tool |
| Login | Lookup | Via External Tool Account → Login Alias |
| Tool Identifier | Lookup | Via External Tool Account → External Identifier |
| Follow up Target: Company | Linked records | Companies; Single-record picker |
| Follow up Target: Person | Linked records | People; Multiple-record picker |
| Auth User (from Follow up Target: Person) | Lookup | Via Follow up Target: Person → Account Binding |
| Follow up Target: Member - to delete (deprecated) | Linked records | Membership (mirror); Deprecated since 2026-11-06; read-only until deleted, replaced by Follow up Target: Person |
| Auth User (from Follow up Target: Member) - to delete (deprecated) | Lookup | Via Follow up Target: Member → Auth User; Deprecated since 2026-11-06; read-only until deleted |
| Active | Checkbox | Stored value or system-managed audit; edit according to the workflow. |
| Note | Long text | Stored value or system-managed audit; edit according to the workflow. |
| Tags | Linked records | Tags; Multiple-record picker |
Tags was added on 2026-10-22 by the Universal Tags rollout. It is an optional local classification from the shared catalog; it does not grant access, create tasks, change status or enroll a campaign. Tag names are managed in Core.
Calculated rules
The expressions below use field names for readability. View filters and checks guide work; they are not access controls.
Name
CONCATENATE(
{Label}," using ",{External Tool Account})