How do I book meetings from LinkedIn Lead Gen Forms?

Connect your LinkedIn Lead Gen Forms to Chili Piper so prospects can book a meeting the moment they submit your form. LinkedIn passes the answers from your Lead Gen Form into Chili Piper, so prospects go straight to picking a time instead of filling in their details again – and your routing rules can act on what they already told LinkedIn.

Table of Contents

• How it works
• Before you start
• Step 1: Set up Smart Parameters for the fields you route on
• Step 2: Copy your Chili Piper booking link
• Step 3: Add the link to your Lead Gen Form
• What your prospect sees
• What information is passed
• Standard Lead Gen Form fields
• How the email field works
• Custom questions
• Going beyond the passed fields with Post-Form Enrichment
• Limitations

How it works

1. A prospect opens your Lead Gen Form from a LinkedIn ad. LinkedIn pre-fills the form from their profile;
2. After they submit, the confirmation invites them to book an appointment;
3. Clicking Book now opens your Chili Piper booking experience with their form answers already passed through;
4. Concierge qualifies and routes the prospect to the right rep, and they pick a time. With a ChiliCal Scheduling Link, the prospect books directly with the rep or team the link belongs to.

Chili Piper uses each answer only where you have mapped it – see Step 1.

Rolling out now. Email, first name, and last name have always passed through and work for every advertiser account. The wider set of fields below is being enabled by LinkedIn account by account. If you have mapped a field and its value is not arriving, your LinkedIn account is not enabled yet – it is not a configuration mistake, and there is nothing to change on the Chili Piper side. Leave the mapping in place and it will start working once LinkedIn reaches your account.

⚠️ Configure your form to collect a work email. LinkedIn passes whatever email the prospect enters in your Lead Gen Form. If your form uses only the standard Email field, LinkedIn pre-fills the personal email on the prospect's account, which can break routing, ownership matching, and enrichment. Add a Work email field to your Lead Gen Form and turn on Validate work email to block free domains such as Gmail, Yahoo, and Hotmail. When both fields are on the form, the work email is the one Chili Piper receives. See LinkedIn's Work email field on Lead Gen Forms.

Before you start

You will need:

• A Chili Piper booking link – either a Concierge Router with the Router link is clicked or Router link form is submitted trigger, or a ChiliCal Scheduling Link;
• Access to LinkedIn Campaign Manager with permission to create Lead Gen Forms. LinkedIn requires the ad account to be associated with a LinkedIn Page.

Step 1: Set up Smart Parameters for the fields you route on

LinkedIn sends every answered field as a URL parameter named linkedin_ followed by the field name. Chili Piper only picks up a parameter once you have added it as a Smart Parameter on the matching Data Field.

Start with the fields your booking form asks for or your routing rules read – there is no need to map all of them.

1. In the Command Center, go to Data Fields;
2. Open the Data Field you want to fill – for example Email;
3. Under Additional Settings, add the LinkedIn parameter in the Smart Parameter field – for example linkedin_email;
4. Repeat for each field you want passed through. The full list of parameter names is in What information is passed.

⚠️ Warning: Without a Smart Parameter, the answer is ignored, and what happens next depends on your booking form. If the field is required, the form opens and asks the prospect for it again, even though they already answered it on LinkedIn. If the field is optional, the form is skipped and the answer is lost – nothing is shown, nothing is stored, and there is no error.

At minimum, map linkedin_email, linkedin_firstname, and linkedin_lastname on the Email, First Name, and Last Name Data Fields. These identify the prospect and drive matching, routing, and ownership lookups.

For more on Smart Parameters, see Passing Smart Parameters for Data Fields.

Step 2: Copy your Chili Piper booking link

Use whichever link type fits your funnel:

Any ChiliCal Scheduling Link type works: one-on-one, round robin, ownership, or group.

Step 3: Add the link to your Lead Gen Form

In LinkedIn Campaign Manager:

1. Go to Assets, then select Lead Gen Forms;
2. Click Create form and complete the form sections;
3. In the Confirmation section, under Link users to, select Book an appointment;
4. Paste your Chili Piper booking link into the Booking URL field;
5. Click Agree & Create.

Note: The Booking URL field accepts up to 200 characters. Both Chili Piper link types fit comfortably within this limit.

For LinkedIn's own documentation on this setting, see Add an appointment booking option to your Lead Gen Form.

What your prospect sees

The prospect opens your Lead Gen Form from the ad. LinkedIn pre-fills their details from their profile:

After they submit, the confirmation invites them to book:

Clicking Book now opens the Chili Piper scheduler. Their details are already passed through, so the prospect lands directly on time selection for the rep your routing selects:

If your Concierge Router's form asks questions the Lead Gen Form did not answer, the form opens with the passed fields pre-filled and the prospect completes what is left before seeing the calendar.

What information is passed

Every field the prospect answers is passed. Answers left blank are dropped, so an unanswered field arrives as nothing at all rather than an empty value.

Standard Lead Gen Form fields

Field names below follow LinkedIn's own naming. Your form builder groups them under Contact, Work, Company, Education, and Demographic – see LinkedIn's Lead Gen Form fields for what each one collects.

How the email field works

Chili Piper always receives a single linkedin_email parameter, whichever email fields your form uses:

• If your form has a Work email field and the prospect answers it, that value is passed;
• Otherwise the Email value is passed.

So a form collecting both, where the prospect gives jane@acme.com as their work email and jane@gmail.com as their email, passes jane@acme.com. Map linkedin_email on your Email Data Field and you are covered either way.

Custom questions

Your form's custom questions are passed too – LinkedIn allows up to three. The parameter name is linkedin_ plus the question text in lower case with every space and punctuation mark removed:

Two things to know before you build routing on a custom question:

• Multiple choice and dropdown questions pass the option text the prospect saw, not an internal ID. Write your routing rules against the wording of the option – a Yes/No question passes Yes or No;
• Editing the question wording changes the parameter name. If you reword a live question, update the Smart Parameter on the Data Field to match, or the answer stops coming through.

Going beyond the passed fields with Post-Form Enrichment

If your routing needs data your Lead Gen Form does not ask for – or data you prefer not to ask prospects for – add an Enrichment node to your Concierge Router. After the prospect arrives from LinkedIn, the Enrichment node enriches their record from the email address, so your routing rules can use company size, industry, country, and other firmographic fields without adding a single form question.

This pairing keeps the LinkedIn form short for the prospect while giving your routing the same depth as a full-length form. See How do I set up Post-Form Enrichment in Concierge? for setup.

Limitations

• Each field needs its own Smart Parameter on a Data Field before Chili Piper reads it. There is no bulk import;
• LinkedIn does not offer the appointment booking option on message ads or conversation ads.