Who can use this feature?
Chili Piper's Integrations feature enables users to connect their personal integrations, allowing seamless synchronization of calendar availability, booking links, and more. This article will walk you through setting up these integrations to streamline scheduling and enhance productivity.
Table of Contents
- How can I find My Integrations?
- How do I Connect or Disconnect an Integration?
- Which Integrations Are Available? Why do they Are Important?
- Why do I see a banner telling me my connection is In Trouble?
How can I find my Integrations?
On the left-hand side menu of your Home page, click "Integrations", and you will see all available integrations on this page.
Here's a direct link to this page, too.
How do I Connect or Disconnect an Integration?
Active integrations will have a "Connected" flag right next to them, and the "Disconnect" button will be available if you need to disconnect it for any reason. Here's one example of an active integration with Google Calendar:
On the other side, inactive integrations will be greyed out, with a message stating "No account connected". The "Connect" button will be available so you can establish the integration. Here's one example of a disconnected integration for Zoom:
Which Integrations Are Available? Why do they Are Important?
Google Calendar / Office 365 (Outlook)
The calendar connection is a key piece because it's from there that Chili Piper will collect your availability to be displayed to your prospects, ensuring busy slots will not be double-booked, for example.
Zoom
Marketplace Approval Required
Before you can integrate Zoom with your profile, a Zoom Admin needs to approve the Chili Piper app in Zoom's Marketplace. The app can be found at this link.
If the app is not approved on Zoom's Marketplace, you may see an error like the one below:
Integrating Zoom ensures that your Zoom-related links will be populated in your Meeting Types if you set Zoom on their location, for example.
Webex, RingCentral, GoTo Meeting, Microsoft Teams
Additionally, you can also establish your integrations for Webex, RingCentral, and GoTo Meeting if you prefer using one or more of those methods to be used as meeting links for your meetings.
The connection process should be straightforward, but we prepared one article per each if you need any additional context:
Why do I see a banner telling me my connection is In Trouble?
Chili Piper will show this banner to let you know that one of your connections is disconnected or not working as it should.
You can just navigate to the Integrations page and check which one needs to be actioned. You should see an "In Trouble" flag next to the connection:
Or that one of them is disconnected:
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