Calendly is a popular online scheduling platform that streamlines scheduling for individuals and teams. Marketing Cloud Account Engagement (MCAE, formerly known as Pardot) is a powerful marketing automation platform that integrates Salesforce with lead generation forms.
This article provides a walk-through for integrating MCAE with Calendly, using form handlers, without the need of a complex Salesforce flow, or 3rd party integration platform like Zapier.
Once the following steps have been completed correctly, you’ll be able to send the Calendly Event Name, Start and End Times, Invitee email (required), custom questions and more into your MCAE account anytime someone registers on your Calendly page!
NOTE: The order of the fields in the form handler will not matter. However, it is important to make sure the ‘external field’ name matches the values created by Calendly for the redirect.
Once this has been completed successfully, your Calendly submissions will added to your Marketing Cloud Account Engagement account. You can configure your completion actions accordingly.
PRO TIP #1: Use Completions in your form handler to add prospects to the appropriate campaign, Assign prospects to users, add/remove prospects from lists, and send auto-responder emails from MCAE/Pardot.
PRO TIP #2: Use this method in conjunction with a Pardot form to capture abandonment. See video: Streamline Calendly Registrations from MCAE/Pardot Forms: https://www.youtube.com/watch?v=9jLoTDqu8UQ