All integrations
// Chili Piper +Fin

Route and book meetings without leaving Fin

Schedule and route any chat conversation to the right rep — without ever leaving the Fin Messenger.

Every qualifying conversation, booked instantly

Chili Piper's Concierge router sits inside Fin for Sales, the AI Sales Agent that handles inbound sales motions end to end. When a visitor qualifies, Chili Piper fires a booking request — routing by CRM ownership, territory, or round-robin, checking real-time rep availability, and dropping a confirmed meeting right into the chat. No forms. No email back-and-forth. No one slips through.

In-chat scheduling

Book meetings without ever leaving Fin. The moment a visitor qualifies, Chili Piper offers live times right inside the conversation, and the visitor picks a slot without links out, forms, or follow-up emails. The meeting is on the calendar while the chat is still open.

Fin

AI Sales Agent · online

Can we set up a demo this week?
Of course. Here are live times from the right rep's calendar:

// Live availability

Tue 10:30Tue 11:15Wed 2:00

Route from chat to the right rep

Every qualifying chat is matched to the right rep automatically. Chili Piper applies your CRM ownership, territory, and round-robin rules, checks who is actually free, and hands the conversation to the rep who should own the deal. Existing accounts reach their owner, and new business is distributed fairly.

// Qualifying chat

Fin qualified this visitor in the Messenger.

Evaluating for SpicySaaS. Can I talk to sales about Enterprise?
ICP fitHand-raiser

Sofia Habanero

Account Executive

Available

// Your routing rules

CRM ownershipMatch
Territory rulesChecked
Round-robinChecked

One-time router setup

Paste your Chili Piper Concierge config into Fin's scheduling section once. Every qualifying chat triggers the routing and booking flow automatically from that point on.

Fin · Settings · Scheduling

Chili Piper Concierge router

One-time setup

Paste your Concierge config once — it runs on every qualifying chat.

Concierge router URL

concierge.chilipiper.com/r/inbound-sales

Paste config

Saved — routing & booking are live

Every qualifying chat now routes to the right rep and books automatically.

Live calendar availability

Chili Piper pulls rep availability in real time before offering slots. No double-bookings, no stale holds — the slot offered is always accurate.

Sofia Habanero

Account Executive · calendar

Live
10:00 AMBusy
10:30 AMOpen
11:00 AMBusy
11:15 AMOpen
2:00 PMOpen

// Offered in the chat

Pulled from Sofia's calendar in real time.

Tue 10:30 AM
Tue 11:15 AM
Wed 2:00 PM

In-chat booking confirmation

A confirmed calendar invite appears inside the Fin conversation before the visitor leaves. No redirect, no follow-up email required.

Fin

AI Sales Agent · online

You're booked! Calendar invite is on its way.

Meeting confirmed

Tue 10:30 AM · Sofia Habanero

Add to calendar

// Booked by Chili Piper

Tue

14

SpicySaaS demo

10:30–11:00 AM

30 min · Google Meet

SpicySaaS & Sofia Habanero

Sent in-chat — no follow-up email

Built for sales teams

AEs close faster when hand-raisers get booked the moment they raise their hand — not 48 hours later.

Built for support and CS teams

CS and support leaders can route qualifying conversations to the right CSM or account owner — no ticket, no delay.

Who this integration is for

Built for revenue, sales, marketing, demand gen, RevOps, customer success, and support leaders at B2B SaaS and technology companies from 50 to 5,000 employees. Ideal for any team using Fin for live chat or AI-assisted conversations that wants to convert qualifying interactions into booked meetings without leaving the chat window.

Frequently Asked Questions

How does Chili Piper know which rep to route to?+
Chili Piper reads Salesforce Contact, Lead, Case, and Opportunity IDs from Fin and applies your existing routing rules — ownership, territory, or round-robin — before checking live availability.
Does the visitor need to leave Fin to book?+
No. The entire booking flow happens inside the Fin Messenger chat window.
What Chili Piper products are required?+
Chili Piper Concierge (Form Concierge) handles the routing and booking. Handoff can be added for inbound-to-AE hand-off workflows.
Does this work with Fin for Sales?+
Yes. The integration is built specifically for Fin for Sales, the AI Sales Agent that handles inbound sales motions end to end. Admins paste the Chili Piper Concierge router config once and it's live.

Turn every qualifying chat into a booked meeting