How Fullbay Automates Round-Robin Fairness with the Chili Piper API

The Chili Piper API gives teams the flexibility to extend round-robin logic beyond standard scheduling workflows. Fullbay used it to automate how sales reps receive credit when they are assigned disqualified leads.

In this session, Matt Stone, Chief Marketing Officer at Fullbay, demonstrates a custom automation that connects Salesforce with the Chili Piper API. When a sales rep disqualifies a lead, the workflow identifies the original Chili Piper distribution and adjusts the rep's calibration, automatically returning their round-robin credit.

Gaines Murfee also explains the Chili Piper setup behind the automation. An update-field step in the Concierge flow writes the distribution ID to the Salesforce record, allowing the script to identify and credit the correct distribution.

You'll learn how to:

• Connect a Salesforce trigger to the Chili Piper API
• Return round-robin credit when a lead is disqualified
• Capture the original Chili Piper distribution in Salesforce
• Adjust a rep's calibration automatically
• Log successful updates and potential errors
• Adapt the same approach to other assignment criteria
• Improve the transition between form submission and the booking page