* You need to be a Chili Piper admin to follow the steps below
1) Create a new form in Chili Piper
Create a New Form in Chili Piper that maps to your Pardot form
Admin - >
Forms and create a form that matches your existing website form. See how to transfer form fields names to Chili Piper
You may end up with fields that look something like this:
2) Create a New Concierge | Inbound Router
Inbound Router and create a new router
Under "Router Settings", select the form you created in Step 2
3) Configure "Salesforce Options"
Like in the screenshot below
4) Assign your Queues
Make sure you create your queues correctly. See example of an advanced team setup for queues (includes territories, round robin and account size)
Assign these queues for meeting and prospect distribution:
a) For prospects who book meetings
b) For prospects who don't book meetings
5) Embed your Concierge into your form
6) Test your routing
Activate the router and start testing your routing .
7) Monitor your data
Go live and monitor your results. Keep us posted - we are constantly striving for ways to improve those numbers!