Instant Booker Integrations

Our Instant Booker integrates with the following systems to enable you to quickly and easily schedule meetings with one click! Be sure to have our Chrome Extension installed before reading on.

Note: Handoffs are available in our "Hot" workspace type only, and are denoted by a fire icon:

We'll show you were to find the Chili Piper Instant Booker icon within:

• Salesforce
• Gmail
• Outlook
• Chrome Extension
• SalesLoft
• Outreach
• Custom Salesforce Button

Salesforce

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 setup!

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:

Gmail 

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:

Outlook

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:

Chrome Extension

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.

SalesLoft

You can quickly open Instant Booker to schedule an appointment directly from the prospect's page within SalesLoft:

Outreach

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.