Use a Pardot form to send leads to the right Calendly booking page based on their responses. With this integration, you can embed routing logic directly into your Pardot forms.
For example, you can:
- Route leads based on fields in your Pardot form.
- Embed Calendly Routing with your Pardot form on your website.
Before you begin
To set up this integration, you'll need:
- A Salesforce Enterprise (or higher) edition with Salesforce admin privileges.
- Calendly owner or admin access to connect Pardot.
- Optional: Owners and admins can grant edit access to individual forms for other users.
Connect Pardot to Calendly Routing
- Go to your Calendly Routing page.
- Select + New Routing form.
- Select Import an existing form.
- Choose Connect next to Pardot.
- Enter your Salesforce login credentials:
- Username
- Password
- Select Log In.
- Enter the verification code sent to your email.
- Select Verify.
- Select the Pardot form you want to import.
- Calendly will create a mirror form and map all fields from Pardot automatically.
- Set up your routing logic based on responses in the mirror form.
Note: You can only build routes from radio button and dropdown fields, or the email domain entered.
Share your routing form
After building your routing logic, Calendly will generate an embed script.
- Go to your Routing page in Calendly.
- Next to your routing form, select Share.
- Customize your booking page (colors, event details, cookie banner).
- Choose one of the following:
For forms hosted by Pardot's Layout Template:
- Under For forms hosted by Pardot, select Copy code.
- Paste the code after the
%%content%%tag in your Pardot Layout Template.
For Pardot forms embedded as an iframe:
- Under For Pardot forms embedded as an iframe, select Copy code.
- Paste the code above the Pardot form iframe in your website’s HTML.
This ensures that when a visitor completes your Pardot form, they're directed to the correct Calendly page.