Did you hear? Chili Piper has fuzzy matching — across the entire Demand Conversion Platform (aka Concierge, Handoff, Distro, and Chat).
That means you can get real granular with your matching. We’re talking Lead to Account Matching, Lead to Opportunity Matching, and even Custom Matching. Truly all the matching.
This is currently only available on our Fire platform.
So if you haven’t migrated to Fire yet… maybe this is your sign?
Keep reading for more details 👇
WAIT WHAT? CHILI PIPER HAS FUZZY MATCHING?
We sure do!
Chili Piper supports:
- Lead to Account Matching
- Lead to Opportunity Matching
- Lead to Case Matching
- Lead to Related Lead Matching
- Duplicate Matching (AKA de-duping)
- Custom Matching
…phew 😅
Our advanced matching is not as lean as some of our competitors might lead you to believe. We combine domain matching with Salesforce Duplicate Rules — so we can get as granular or as basic as you need.
Even better, our Product Managers for Distro and Concierge — Nathan Bellehsen and Eugenia Brown — will be telling you all about it in a live webinar.
They’re going to dive super deep, showing you how to:
- How to build custom fuzzy and exact matching rules in Chili Piper
- How to set tiebreakers between potential matches
- How to automatically convert Leads to Contacts on active Accounts or Opportunities
- nd more!
They are literal experts in fuzzy matching at Chili Piper — so please bring allllll your questions
We won’t pretend seats are limited (it's a webinar lol) but sign up now so you don’t forget. :)
And there may be some prizes for live attendees! 👀
Fuzzy matching is currently only available on Fire Platform. So maybe it's time to upgrade?
CHILI PIPER PRODUCT UPDATES
Check the full list of updates here.
And here are the highlights:
🔥 DEMAND CONVERSION PLATFORM 🔥
Lead to Related Lead Matching
You can now match an incoming Lead to a Related Lead. For example, if Jane is already in the sales cycle, and Sally from her team books a meeting — you can match Sally to Jane.
Okta Integration
You can now set up SAML across your organization via Okta— and enforce SAML for all your users.
🕺 DISTRO 🕺
Add people to a SalesLoft or Outreach cadence
A much-requested update is here! After a Lead/Contact has been routed through your rules, you can now automatically add them to a Salesloft/Outreach cadence.
Version History
Now you can look at previous versions of your routers and restore a previous version.
✋ HANDOFF FIRE ✋
Override Ownership Rules
Allow end-users to choose another assignee on the team who is not the Account Owner. This is useful if the Account Owner is on extended leave or in cases of imperfect CRM data.
✨ CHILICAL ✨
Add Users to Favorites
Use the extension panel to search for and favorite users’ scheduling links. This is especially useful for a sales structure where SDRs are scheduling meetings on behalf of one person.
Getting FOMO from all these updates? Reach out to your CSM to discuss migration to our new Fire UI.
SPICY OPS
Do you have a product-led motion? Well, Chili Piper is the only solution that can handle all routing and scheduling for PLG — from scheduling in-app to routing PQLs to your team for follow-up.
Our incredibly brilliant and talented CSM, Jonathan Gitins, just wrote an article about how you can use Chili Piper to route and assign PQLs.
You can do it one of two ways:
1. If you’re already scoring your PQLs and have a “PQL” field in your CRM…
You can create a Distro router to trigger as soon as that PQL field updates.
2. If you want to route off product data
Maybe you don’t have PQL scoring set up yet — but you want to route off some simple product data. You can do that with Chili Piper!
All you have to do is create a field related to product usage in Salesforce. And then create a rule in Distro.
In this example, we created a custom field in our CRM for “Meetings Booked”. When this field is equal to or greater than 20, it will fire our router:
Pretty neat!
Want more SpicyOps? Check out our complete SpicyOps Library.
CHILI PIPER FIRE UPGRADE 🔥
Our upgrade to Chili Piper Fire is well underway! If you haven’t started on your upgrade yet, you will very soon 👀
Here are some ways Chili Piper is better in Fire — and why you should be excited about the upgrade! 🎉
1. Advanced Matching
In Chili Piper Fire, you can match:
- Lead/Contact to Account
- Lead/Contact to Opportunity
- Lead/Contact to Case
- Custom Matching
- Lead to Related Lead
And you can get really advanced with your matching rules. You can pull in any Salesforce duplicate rule and also set up tiebreakers/filtering.
2. Reusable Assets = Less Manual Work
Reuse Meeting Types, Rules, Teams, and Distributions across products.
For example, if you have a group of people in your Enterprise Team, you can re-use that team across Concierge, Handoff, Distro, and Chat. No more updating in multiple places 🙌
Learn More About Reusable Assets (start from “Meeting Types” and move down the list)
3. You’ll always have the answer to “Why wasn’t I routed that lead”?
Chili Piper Fire has more advanced logs, so you can see exactly why a meeting/record was (or was not) routed to a certain rep.
Learn more about Concierge Logs
4. Much easier-to-navigate User Interface
Our visual Flow Builder is honestly fire. It’s much easier to build your routing flows (no more paragraphs of AND/OR logic) — and you can easily duplicate nodes, making it easy to build out your flows.
5. So much more
It would be too much to list all the benefits, so we created one-pagers with more information. Check them out here:
- Demand Conversion Platform
- Concierge Fire
- Handoff Fire
- ChiliCal (new Instant Booker)
FOMO? Reach out to your CSM at to discuss migration to our new Fire UI.
ADD TO CALENDAR
Dec 5: Join us for a live webinar where we’ll dive deep into Fuzzy Matching. Bring your questions to our Product Managers!
March 3-5: 3 days in a spa resort, talking about all things GTM with other GTM leaders? Uh… yes, please. Get on the waitlist.
2025 events calendar: Check out our list of can’t miss events for marketing and sales leaders
SPICY INDUSTRY UPDATES
- Are we the problem?
- Finance never has to do this
- Love this feeling
- It’s okay, this is fine
P.S. We’re still experimenting with interactive demos at Chili Piper (and potentially evaluating a new interactive demo tool). Here’s one we did for Distro. What do you think?
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