Before you begin
To embed Advanced Routing with Pardot, you'll first need to import a Pardot routing form.
- Check out this help center article for information on how to import a Pardot routing form into Calendly.
- Check out this help center article for information on how to embed a Pardot form to your website.
Step 1 - Generate and copy the Advanced Routing embed script.
To be able to embed Advanced Routing with Pardot, you'll first need to generate and copy the script that you'll place on the website containing your Pardot form.
- Navigate to the Routing panel from your Calendly home page.
- Select Share to the right of the routing form you'd like to embed.
- Select Copy under Step 1 of your Embed Code panel.
Step 2 - Paste the Advanced Routing embed script in your Form's Layout Template.
Paste this script after the %%content%% tag in your Form's Layout Template.
- Navigate to Pardot.
- Expand Marketing in the sidebar.
- Expand Forms and select Layout Templates.
- Select the gear under Actions to the right of the Pardot Form you're embedding.
- Select Edit.
- Paste the script copied in the previous step after the %%content%% tag within the script.
- Select Save in the bottom right.
Step 3 - Generate and copy the Advanced Routing embed code.
Generate and copy the code that you'll place on the website containing your Pardot form.
- Navigate to the Routing Forms panel from your Calendly home page (if you're not already there).
- Select Share to the right of the routing form you'd like to embed.
- Select Copy under Step 2 of your Embed Code panel.