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
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From the Salesforce Setup page, go to Object Manager.
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In the Quick Find bar, search for Lead.
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Select Lead.
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In the left-hand menu, choose Fields and Relationships.
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Select New (next to the search bar).
Step 1: Choose formula field
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Select Formula as the field type. Select Next.
Step 2: Name the field
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Enter Owner's Calendly Link as the Field Label.
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Choose Text for the return type. Select Next.
Step 3: Insert the Calendly field
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Select the Advanced Formula tab.
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Select Insert Field.
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Select Lead > then Lead Owner (User) >.
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Select Calendly Link then select Insert.
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Select Check Syntax to make sure it works.
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Select Next.
Step 4: Save your changes
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Review settings and select Next.
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Select Save.
Use the Calendly link in email templates
To use the Calendly link in an email template:
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In the template editor, go to the Available Merge Fields section.
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From Select Field Type, choose Lead Fields.
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From Select Field, choose Owner's Calendly Link.
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Copy the Merge Field Value and paste it into the email body.
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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.