Before you begin
To embed Advanced Routing with Pardot, start by importing a Pardot routing form into Calendly.
- For instructions on importing Pardot routing forms into Calendly, check out this article.
- For steps on embedding a Pardot form to your website, review Salesforce's article.
Step 1 - Generate and copy the Advanced Routing embed script
- From your Calendly home page, navigate to Routing page.
- Find the form you’d like to embed, and select Share to the right of it.
- Select Share to the right of the routing form you'd like to embed.
- Under Step 1 in the Embed Code panel, select Copy to copy the script.
Step 2 - Insert the Advanced Routing embed script in your Pardot form's Layout Template
- Navigate to Pardot.
- In the sidebar, expand Marketing, then Forms, and select Layout Templates.
- Locate the Pardot form you’re embedding, and under Actions, select the gear icon.
- Choose Edit to access the form's layout template.
- 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 for your website
- From your Calendly home page, navigate to Routing page.
- Find the form you’d like to embed, and select Share to the right of it.
- Under Step 2 in the Embed Code panel, select Copy to copy the embed code.
- On your website, paste this code into your HTML above the Pardot form iFrame on your main site.