Get custom with your routing
The beauty of the Chili Piper-Salesforce integration is that you have full control over your routing rules — and can get as granular as you'd like, down to Custom Objects and Custom Fields.
Book meetings directly from Salesforce
Schedule meetings with prospects directly from Lead and Contact records in Salesforce using a native button.
Track all events and interactions. Automatically.
All events, reschedules, no shows and meeting details are time stamped and captured in Salesforce to help you better manage your pipeline.
Consult your Salesforce dashboard.
Our Salesforce package includes a pre-filtered dashboard. It shows you all your meetings booked through Chili Piper. You can start tracking the meetings' outcome without the hustle of creating reports from scratch. Wow! Consult any filter as per your preferences:
Benefits
No more manually updating Salesforce with no-shows
When someone no-shows, that information is automatically added to Salesforce. Once the rep has toggled in Google Calendar / Outlook that a prospect didn't show up, that information is sent to Chili Piper and Salesforce — which updates the event record. The rep has also the ability to click on "No Show" in Salesforce which then automatically ticks the "No Show" checkbox. Then, you're able to have full visibility into no-shows / cancellations, plus build reports that suit your business goals and KPIs.
Route leads any way you want
Chili Piper can route leads based on any Standard and Custom Fields in Salesforce. This can mean territory, industry, company size, or any other custom field that's factored into your routing rules.
Who is this integration for?
Businesses that use Salesforce as their main CRM. Sales and Marketing leaders looking to maximize their number of meetings booked and calculate ROI of their Salesforce campaign (how many Opportunities were generated from those meetings, how meetings influenced their Opps to a closed won, etc.). Operations teams looking to maintain high-quality lead information in their CRM.
Automatically create leads and contacts in Salesforce:
Capture every event detail in Salesforce:
What our customers are saying
“Right after we implemented Chili Piper we saw a 50% lift in inbound meetings booked. We now see 5x as many meetings as we did before starting with Chili Piper and our revenue is around 300% - even with half the size of the sales team.”
— Krishan Patel, VP of Growth @ Apollo
“We were able to increase revenue by 10-15% just by optimizing our inbound process. Our approach really paid off because we optimized what we were already doing rather than going out and spending more money.”
— Inwoo Song, Director of Growth @ Workato
“We've taken that whole 7-8 step demo scheduling process and turned it into a 2-3 step process. 70% of those that come in that are raising their hand are scheduling - that's a huge win for us.”
— TJ Nokleby, Director of Marketing @ Grow
“With Chili Piper, we reduced our SDR meeting no show rate by over 50%, and increased our SQL rate by 33%.”
— Zvi Storch, Acquisition Marketing Manager @ LawGeex