Chili Piper provides an easy copy/paste embed snippet that works with most web forms to determine the field values automatically. We then pass them on to the form mapping through to your CRM. This acts "passively" on the page - essentially listening for a form submit to happen.
If you would like to "actively" call Chili Piper or trigger Chili Piper based on some custom JS script or function call, etc., you will want to use our JS API instead.
To use the embed snippet:
As an admin, manage your applicable Chili Piper workspace and navigate to Inbound Router. You will want to select your active router from the list.
Scroll to the bottom and copy your embed code. Using your web development CMS, HTML editor, etc., you can add this code below your form code or in the footer of your page.
Once you've added the code to your page, save it, and check to make sure this script is visible on the page:
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Navigate to your page
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Right-click & select View Page Source
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Search in the page for <script src="https://js.chilipiper.com/marketing.js" type="text/javascript"></script>
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Your embed should highlight as follows:
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If you see it there, you can now run a test!
If you have multiple forms on one page, you should leverage our 'formId' option in your javascript snippet to tell the Chili Piper snippet to only execute when that respective form is submitted.
<script src="https://js.chilipiper.com/marketing.js" type="text/javascript"></script>
<script>ChiliPiper.scheduling(yourAccountName, yourRouterName, { formId: "custom_form123"})</script>
In the above example, formId: "custom_form123" is an example. yourAccounName and yourRouterName are respective to your instance of Chili Piper.
To determine your formId value, go to your page with the form, right click on the form then click "Inspect" and look for the <form> tag and the id parameter therein, like so:
Then replace your formId within your code snippet.