If you are unable to use the CP extension in Salesforce or want to create a custom button to launch Instant Booker, you can use the following syntax:
https://api.chilipiper.com/calendar/contact/{!Contact.Id}
if you work with Contacts
https://api.chilipiper.com/calendar/lead/{!Lead.Id}
if you work with Leads
Furthermore, you can add a parameter "objectId" to the URL to have the Event Automatically relate to an Opportunity, Case, or even a Custom Object*.
Example:
https://api.chilipiper.com/calendar/contact/{!Contact.Id}?objectId={!Salesforce_Object_Id}
Custom Objects
* If you are relating to a custom object, the Contact.Id and Lead.Id are not on the object's layout. As such, you'll need to add a lookup field on the custom object that references the related Contact.
From that point forward, you can use a tag like {!Custom_Obj.Contact__c} where "Custom_Obj" is your object name and "Contact__c" is the custom field name. These names will vary depending on how you set them up.
Classic View
Example: Creating a new button on the Opportunity page
Add a button to enable Handoff for meetings with Contacts in the Opportunity page.
Navigate in Setup to Customize -> Opportunities -> Buttons, Links & Actions. Click "New button or link."
Add the URL in the "Functions" area and whatever Label/description you want.
Add button to layout
Navigate to Customize -> Opportunities -> Page Layout. "Edit" the Opportunity Page Layout.
From the Buttons category in the palette, drag "Handoff Meeting" into the Custom Buttons area on the page layout.
Then save, and your button is configured.
Visualize Page
For this to work, the Opportunity Object must have a contact role with which the Handoff can book a meeting.
If you want to create buttons for "Live Transfers"/"Hot Handoffs" use the URL syntax below:
On Contacts pages: https://api.chilipiper.com/handoff/contact/{!Contact.Id}
On Leads pages: https://api.chilipiper.com/handoff/lead/{!Lead.Id}
Lightning View
Example: Creating a new button in the Opportunity page
Add a button to enable Handoff for meetings with Contacts in the Opportunity page.
Go to the "Object Manager" and select "Event," then "Button, Links, and Actions."
Click "New Button or Link"
Add the URL in the "Functions" area and whatever Label/description you want.
Add button to layout
Navigate to Setup -> Object Manager -> Event -> Page Layouts. "Edit" the Event Page Layout.
From the Buttons category in the palette, drag "Handoff Meeting" into the Custom Buttons area on the page layout.
Then save, and your button is configured.
Visualize Page
For this to work, the Opportunity Object has to have a contact role that the Handoff can book a meeting with.
If you want to create buttons for "Live Transfers"/"Hot Handoffs" use the URL syntax below:
On Contacts pages: https://api.chilipiper.com/handoff/contact/{!Contact.Id}
On Leads pages: https://api.chilipiper.com/handoff/lead/{!Lead .Id }