Creating a Contact in Salesforce

By default, Chili Piper will create a Lead in Salesforce if the prospect does not already exist. Furthermore, Chili Piper can create a Contact if an Account already matches, if you have this setting turned on. These settings can be found in "Manage Workspaces".

However, some companies always want to create a Contact, never a lead. That is possible with Zapier. 

Here's how you do it:

1. Make a new Zap and include Chili Piper "New Meeting" as the Trigger. See here.
2. (optional) Create a Filter if you only want your Zap to run for specific "Event Types", "Event Queues", or other parameters.
3.  Select "Salesforce" as your Action.
4. [Add an Action Step] Select "Search for Salesforce Account" (optional)
   1. Field to Search By: "Account Name"
   2. Search Value: "Prospect Company"
   3. Select "Create Salesforce Account if it doesn't exist yet?"
      1. Account Name: "Prospect Company"
5. [Add an Action Step] Select "Create Contact"
   1. 
6. Map Fields from Chili Piper
   1. Last Name = Prospect Last Name
   2. First Name = Prospect First Name
   3. Email = Prospect Email
   4. Mobile Phone = Prospect Mobile Phone
   5. Meeting Type = Event Type
   6. Lead Source = "Chili Piper" (optional)
7. [Add an Action Step] Find a Contact
   
   1. Field to Search By = Email
   2. Search Value = Prospect Email
8. [Add an Action Step] Select "Create Event"
   1. Booked By = "Use a Custom Value (advanced)" -> Booker Salesforce ID
   2. Meeting Type = "Use a Custom Value (advanced)" -> Event Type
   3. Assigned To = "Use a Custom Value (advanced)" -> Assignee Salesforce ID
   4. Event Queue = "Use a Customer Value (advanced)" -> Event Queue
   5. Subject = "Use a Customer Value (advanced)" -> Event Title
   6. Duration = Event Duration
9. That's it! Turn it on and give it a test.

Note: Remember that Chili Piper will create a lead on it's own when a meeting is booked. To prevent duplicates, you'll want to create a process builder in Salesforce to either remove the lead or merge it with the new Contact. Please contact support@chilipiper.com or your Chili Piper rep if you require assistance in setting this up.