Note: Handoffs are available in our "Handoff" workspace type only and are denoted by a fire icon:
We'll show you where to find the Chili Piper Instant Booker icon within:
Our robust Salesforce integration makes it easy to measure and improve your appointment booking and lead conversion with automated reminders and custom fields for advanced triggers that a Salesforce administrator can set up!
Track every stage of the meeting process, including bookings, meetings held, no-shows, reschedules, and cancellations.
Found above the email on a Lead/Contact record (more on booking a meeting in Salesforce):
The icon can also be found within the integrated email composer in Salesforce as well:
In HubSpot CRM, the Instant Booker app will appear on the right-hand side of the Contact.
Click the "Book" button to open the Instant Booker with this Contact selected as the guest.
When used in Gmail, this enables one-click booking, and inserting suggested times directly into your emails.
Found either within an email thread, if a time is known:
Or, within an email to send Suggested Times:
With our Outlook add-in, you can find the Chili Piper Instant Booker icon in a number of places, including on the body of an email, in the email editor when replying, and through the plugin list:
When you click on the Chrome Extension's icon, then while on the Booking tools tab, you will be able to launch the Instant Booker after typing a prospect's email and choosing "Book":
We recommend "pinning" the extension to your Chrome's toolbar for quick access.
You can quickly open Instant Booker to schedule an appointment directly from the prospect's page within SalesLoft:
You can accelerate revenue and automate scheduling directly in Outreach by integrating Instant Booker. Click the Instant Booker icon directly on the prospect's overview page, or from within an email:
Custom Salesforce Button
The Instant Booker can also be launched through a custom button you create and add to your Salesforce record. See how to create and add this custom button here.