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How to add a lead owner's Calendly link to Salesforce email templates

You can use merge fields in Salesforce to insert a Calendly link into email templates and other tools like Marketo or Outreach. You can also use them in scheduling buttons.

In this article, you'll learn how to:

  • Customize Salesforce to reference a lead owner's Calendly link
  • Add that link to email templates
  • Create a formula field if needed

Add a Calendly link to Visualforce email templates

If you're using a Visualforce email template, you can reference the lead owner's Calendly link directly using the Calendly_Calendlylink_c user field.

To set up a Visualforce template, follow Salesforce’s instructions.

Add a Calendly link to standard email templates

Standard email templates don’t support direct access to the owner's Calendly link. To work around this, you can create a formula field that pulls the link from the owner’s user record.

Create a formula field for the Calendly link

  1. From the Salesforce Setup page, go to Object Manager.
  2. In the Quick Find bar, search for Lead.
  3. Select Lead.
  4. In the left-hand menu, choose Fields and Relationships.
  5. Select New (next to the search bar).

Step 1 – Choose formula field

  1. Select Formula as the field type. Select Next.

Step 2 – Name the field

  1. Enter Owner's Calendly Link as the Field Label.
  2. Choose Text for the return type. Select Next.

Step 3 – Insert the Calendly field

  1. Select the Advanced Formula tab.
  2. Select Insert Field.
  3. Select Lead > then Lead Owner (User) >.
  4. Select Calendly Link then select Insert.
  5. Select Check Syntax to make sure it works.
  6. Select Next.

Step 4 – Save your changes

  1. Review settings and select Next.
  2. Select Save.

Use the Calendly link in email templates

To use the Calendly link in an email template:

  1. In the template editor, go to the Available Merge Fields section.
  2. From Select Field Type, choose Lead Fields.
  3. From Select Field, choose Owner's Calendly Link.
  4. Copy the Merge Field Value and paste it into the email body.
  5. Click Save.

Add a scheduling button to Salesforce

Want to add a scheduling button to Salesforce? Follow the steps in this article to create a custom button in either Lightning or Classic.

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