Here's the complete data flow from the moment a guest request the meeting until the record gets created in your users' calendar:
To break this down:
- Chili Piper becomes activated upon the Prospect (guest) submitting the form. This is when the meeting request occurs.
- Within seconds, Chili Piper checks your CRM instance to see if this person already exists as a Lead or Contact. If they do, we'll check your Ownership routes and determine if the Prospect matches one.
- If the prospect is net new or you have settings to redistribute existing contacts, we scan your non-ownership routes to determine which one they match and then present the rep's calendar availability.
- Once a time is chosen, we send out the calendar invite instantly to both the Prospect and the Assignee.
- Either Chili Piper or your existing system will create the lead to your CRM (Salesforce or HubSpot CRM), depending on your Concierge Router configuration.
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