Chili Piper booking links typically display a form to the prospect in order to have them fill out the values before or after selecting a time slot.
In some cases, you already have the prospect values - maybe you captured this in your chat bot or other automation / enrichment data. Why not simply use those already known values instead of having them fill out a form again?
Ok, but maybe you still want a form, but want to pass some extra values like UTMs or LeadSource to the CRM.
You can do that too!
Passing values via Query String parameters
Using a router or queue booking link, you can append the prospect info as values to the end of the URL.
You are not limited to standard form fields. As long as you have these values mapped in your form (see next section), you can pass values through.
Mapping to your CRM
You will want to make sure that your form mapping matches the values passed in the URL. Treat the values passed in the URL as the "field names" within our form mapping. eg:
It's recommended that you create a new form, rather than using the "Default Form" for the workspace. This allows you the flexibility to add / remove fields as you need.
The form fields listed here can also be "hidden", so that if a form is presented at all, the parameters in the URL can still populate them. This is especially useful for things like passing UTM parameters.
Result: Chili Piper will pre-fill the form fields, both visible and hidden, when we present the Chili Piper form. If the email address is already known in your CRM, then we will by default bypass the form and directly book the meeting without displaying the form at all. Truly one-click booking.