This article contains frequently asked questions related to Calendly's routing from Pardot forms.
How does connecting my Pardot forms with Calendly affect my Pardot app?
In short, it doesn’t. The Pardot forms + Calendly integration just reads your Pardot form fields and uses them to show the right Calendly scheduling pop-up. Your Pardot app and other tools won’t be affected.
Does the Pardot form integration work with hidden fields?
Yes. Users can build routes using responses collected in a hidden field.
Do I need to create a new user in Pardot to integrate Calendly?
No, you don’t need to create a new user in Pardot to integrate with Calendly. If you do, make sure the user can access Pardot Form Templates.
Will the form answers be sent to the salesperson who books the meeting?
Yes, thanks to the Pardot and Salesforce integration. Since the forms are hosted in Pardot, the responses will automatically be sent to Salesforce.
How will analytics tracking on my form submissions be impacted?
With this integration, instead of redirecting the lead to another page, a pop-up with Calendly booking options will appear on the same page as your form.
If you track successful submissions using a landing page, you’ll need to adjust the confirmation page in your Calendly event type to redirect to your own URL instead of Calendly’s. Just paste the URL of your thank-you page, and you're good to go!
Does the Pardot forms integration work with ‘form handlers’?
No. At this time, the Pardot forms integration only works with Pardot native forms. We have plans to allow for form handlers to work with this integration but don’t have a timeline on release.
Do I need to install a Salesforce Package for the Pardot forms integration to work?
No. The Calendly + Pardot forms integration does NOT impact your current Salesforce integration. Therefore you are NOT required to install, or re-install a Salesforce package.