This article outlines steps for those using the Calendly Salesforce package (version 2.3 or higher) and have created a custom formula field on the Account object to look up a record owner's Calendly link.
Reference Calendly links in Pardot emails using merge fields
If you haven't already, you will need to install the Salesforce Pardot package into your Salesforce instance before proceeding with the steps listed below. To install the package, visit the listing on the Salesforce AppExchange.
- From the App menu, search for Account Engagement Settings.
- Select Object and Field Configuration.
- Select Account Fields.
- Create a new Pardot Account custom field that syncs with the formula field previously created.
- The Calendly link can then be used in your email templates by using the {{Recipient.Account.Calendly_Link__c}} merge field.