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Creating Only Contacts in Salesforce

Ally Hardesty
  • Updated

Who can use this feature?

Available on All Products
Available to Only Admins
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By default, Chili Piper should create a Lead in Salesforce if the prospect does not already exist. Furthermore, Chili Piper can create a Contact if an Account already matches. These settings can be found per product.


In ChiliCal, you can find it under CRM Actions. Coming to Concierge and Chat, you can find it within the Update or Create Record nodes.

 

However, some companies always want to create a Contact, never a lead. That is possible with Zapier.

Here are the steps to create this in Zapier:

  1. Make a new Zap and include Chili Piper's "New Meeting" as the Trigger. Check out Available Fields Here.
  2. (optional) Create a Filter if you only want your Zap to run for specific "Event Types", "Event Meeting Type", or other parameters.
  3.  Select "Salesforce" as your Action.
  4. [Add an Action Step] Select "Search for Salesforce Account" (optional)
    • Field to Search By: "Account Name"
    • Search Value: "Prospect Company"
    • Select "Create Salesforce Account if it doesn't exist yet?"
      • Account Name: "Prospect Company"
  5. [Add an Action Step] Select "Create Contact"
  6. Map Fields from Chili Piper
    • Last Name = Prospect Last Name
    • First Name = Prospect First Name
    • Email = Prospect Email
    • Mobile Phone = Prospect Mobile Phone
    • Meeting Type = Event Type
    • Lead Source = "Chili Piper" (optional)
  7. [Add an Action Step] Find a Contact
    • Field to Search By = Email
    • Search Value = Prospect Email
  8. [Add an Action Step] Select "Create Event"
    • Booked By = "Use a Custom Value (advanced)" -> Booker Salesforce ID
    • Meeting Type = "Use a Custom Value (advanced)" -> Event Type
    • Assigned To = "Use a Custom Value (advanced)" -> Assignee Salesforce ID
    • Event Queue = "Use a Customer Value (advanced)" -> Event Queue
    • Subject = "Use a Customer Value (advanced)" -> Event Title
    • Duration = Event Duration
  9. That's it! Turn it on and give it a test.

Note: Remember that Chili Piper will create a lead on its own when a meeting is booked. To prevent duplicates, you'll want to create a process builder in Salesforce to either remove the lead or merge it with the new Contact. Please contact Chili Piper support or your Chili Piper rep if you require assistance in setting this up.

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