Who can use this feature?
Effortlessly manage your leads, schedule meetings, and engage with prospects all in one centralized platform, boosting efficiency and maximizing conversions with the Chili Piper and Frontspin integration.
Table of Contents
- Schedule a Meeting with an existing Frontspin contact
- Insert Suggested Times
- Insert Booking Link
- ChiliCommand Functionalities
Extension Download
The functionalities shown in this document require the ChiliCal extension (Co-Pilot) to be downloaded and installed in your browser. Before proceeding, we suggest downloading it here if you haven't yet.
Schedule a Meeting with an existing Frontspin contact
While browsing any Contact record in Frontspin, you will be able to see ChiliCal's extension in the activity bar:
Click on the icon, and ChiliCal's Scheduler will open. The booking process will start with the selected contact already included as the main Guest.
Over there, you can select the meeting host (yourself or a colleague), update/include guests, and adjust your meeting details like the template, duration, description, timezone, and so on.
Click here to learn more about the ChiliCal Scheduler.
Insert Suggested Times
We also recommend checking our dedicated article for the Suggested Times functionality to learn more about this functionality and its settings in more detail.
While editing an email within Frontspin, users can insert suggested times by clicking the extension button visible in the composer.
Click on the ChiliCal icon, and ChiliCal's Scheduler will open to start the Suggested Times process.
You will be able to include multiple guests and update your meeting details, such as meeting type, duration, description, priority calendar, and so on, over there.
After adjusting the above-mentioned settings, click the "Insert Availability" button, and the slots will be included in the composer. That's it, ready to be sent!
Once the prospect receives the e-mail, they will be able to select the slot and finish the booking process in one click.
If your prospect selects a slot that became busy after it was initially sent, we will redirect them to select a new one.
Priority availability
While including suggested times, you probably noticed the "Priority availability" toggle on the Scheduler's screen. If it's toggled on in the bottom right, your guest can book meetings over those you marked as flexible on your Priority Scheduling.
Click here to learn more about the Priority Scheduling functionality.
Insert Booking Link
If you prefer sending your booking link instead of the suggested times, that's no problem; this is also possible. To do that, you need to click on the "Insert scheduling link" button, and your personal booking link will be populated in the e-mail.
ChiliCommand Functionalities
Also, while composing a new e-mail in Frontspin, you should be able to use ChiliCommand's functionalities (more details here in the "Composer Open Mode" section) to facilitate the booking process with the Lead or Contact.