This article outlines how to integrate Chili Piper with Typeform. Typeform + Chili Piper enables your qualified leads to book meetings directly with your reps after they submit a form.
Let's go through the steps together:
- Create your Typeform
- Create a thank you page
- Add redirect page to your Typeform template
- Set up your workspace
Create your Typeform
The first step is to create a form in Typeform. This can be done either through a custom or existing template or from scratch. Based on your Typeform license type, the way this looks may differ slightly.
The key takeaway is that you will want to include all of the questions (fields) you would either create routing rules on or update in your CRM.
In the above example, we're walking a user through questions that ask for First Name, Last Name, Email, Phone number, and Country. You can add any questions you like, but Email is required for this to work.
Create a thank you page
Where account is your Chili Piper Account Name & router is the name of your router as it appears in code. These values can be found with your Concierge || Inbound Router settings:
In the example above, the first string calendar is the account name and the second string, prod-testing-router, is the router name.
Add redirect page to your Typeform template
Now that we have that thank you page created, we will redirect to it when a prospect fills out the form.
In the template settings, you should have the ability to redirect on completion. The URL we enter here will include several variables. In our example below, note we include FirstName, LastName, Email, and Country as the values we want to route.
The dynamic tags above (shown in orange and green) are generated based on the questions you've asked. Depending on your Typeform license, the look of these may differ slightly.
Note: As we pointed out before, Email is required for this to work. You can either include or leave out any fields you don't need, but Email is required.
The Chili Piper script will not run if an email address is not provided so that we do not error out and cause a meeting to be booked where no calendar invite is sent to the customers/prospect.
Set up your workspace
Next, you'll want to ensure your workspace is set up with applicable router (used in the script above), queues, meeting types, reminders, and most importantly, the form mapping.
Please refer to this article for more information on form mapping. Most importantly, you will want to ensure that the Form field names here match the URL field names used. Note capitalization matters.
Don't forget to associate the Concierge router with the correct form you've created.
Once this is all done and that script is on the thank you page, you're all set!