Our webinar about fuzzy matching, de-duping, and automatic lead-to-contact conversion is this Thursday, December 5th.
*These features are only available on our new Fire Platform and only available for Salesforce CRM.
CHILI PIPER PRODUCT UPDATES
Check the full list of updates here.
Note: These updates are all on the Fire Platform.
🔥 DEMAND CONVERSION PLATFORM 🔥
Lead to Related Lead Matching
You can now match an incoming Lead to a Related Lead! This is great for identifying connections between colleagues at the same company.
DISTRO 🕺
Assign Account and Opportunity Teams in Distro
If you use Account Teams and/or Opportunity Teams to assign ownership in Salesforce — this is the update for you.
You can now assign Owner to multiple users within an Account Team or an Opportunity Team!
ICYMI, Distro also supports Custom Matching — whereby you can match incoming Leads to the Account Team owners.
So we pretty much have the full package at this point 💅
CONCIERGE FIRE 🛎
Set Timer for Redirect
After prospects schedule a meeting, you can customize how long Chili Piper should wait before redirecting them to your specified URL. (Previously, this was 5 seconds by default).
CHAT 💬
Duplicate a Journey
You now have the option to duplicate a journey instead of starting from scratch!
Getting FOMO from all these updates? Reach out to your CSM to discuss how to upgrade to our new Fire UI.
CHILI PIPER FIRE OFFICE HOURS 🔥
Our upgrade to Chili Piper Fire is well underway! If you haven’t started on your upgrade yet, you will very soon 👀
If you have questions, concerns, or just want to chat with our fabulous CSMs — we’re hosting regular Office Hours, just for you!
We’ll have them at:
- Tuesdays & Thursdays, 9AM EST
- Tuesdays & Thursdays, 2PM EST
SPICY OPS
How we automate personalized outbound with Clay
Automate + personalized in the same sentence? Must be a mistake, right?
No, no it is not. And it's all thanks to our amazing conversion wizard Batikan Erdogan.
So, here at Chili Piper our SDRs take a screenshot of prospects' demo forms and overlay a Chili Piper booking module on top of it.
(Some of you may have received an email like this before 😅)
As of recently, we've totally automated that process.
Using a combination of Chili Piper’s Distro, Clay, Urlbox, and some clever internal engineering.
Which results in an outbound sales play that generates nearly 500 meetings a quarter 🤯
Here’s the TL;DR:
1. Assign Accounts to the right SDR using Distro
We don’t do lead scoring here. Instead, we use Goodfit.io to score our Accounts based on firmographic and technographic data. (You can read more about that process here).
Every day, SDRs are assigned a list of Accounts that they need to work.
Here’s a birds-eye* view of what that flow looks like in Distro:
(*I’m sure that if birds ever dabbled in routing, they’d choose Distro)
2. Use Clay to automatically enrich prospect data and enable reps
With Clay, we’re able to enrich each Account that comes through with additional people and company data. This includes things like tech stack, company description, notable customers, main competitors, etc.
And, the most important piece to work our magic: Their demo page URL.
3. Automated product gifs for follow-up
We built our own internal tool that uses Caly data to automatically capture screenshots of our prospect’s demo and home pages.
And then automatically create personalized product gifs, showing them what Concierge and Chat would look like on their website.
Like whaaaaaat? So cool.
Relevant Product: Distro
Want more SpicyOps? Check out our complete SpicyOps Library.
ADD TO CALENDAR
December 5: Join us for a live webinar where we’ll dive deep into Fuzzy Matching. Bring your questions to our Product Managers!
Tuesdays and Thursdays: Chili Piper Fire Office Hours with our lovely CSMs! 9am and 2pm EST. Sign up here.
March 3-5: 3 days in a spa resort, talking about all things GTM with other GTM leaders? Uh… yes, please. Get on the waitlist.
2025 events calendar: Check out our list of can’t miss events for marketing and sales leaders
SPICY INDUSTRY UPDATES
- I loved this simple analogy for clean data
- We’re thankful for Ops every day of the year
- Its “let’s circle back in January” season
- Why did we build Chat?
P.S. We're experimenting with using Notion to create a consolidated content hub. Alina (our CEO) just wrote one about how we're using AI agents at Chili Piper — any and all feedback is welcome. 🧡
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