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 prospect's email, first name, and last name into Chili Piper, so they go straight to picking a time instead of filling in their details again.

Table of Contents

• How it works
• Before you start
• Step 1: Set up Smart Parameters for the passed fields
• 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
• 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 the prospect's email, first name, and last name 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.

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 passed fields

LinkedIn sends the prospect's details as linkedin_email, linkedin_firstname, and linkedin_lastname. Add these as Smart Parameters on your Data Fields so Chili Piper recognises them:

1. In the Command Center, go to Data Fields;
2. Open the Email data field;
3. Under Additional Settings, add linkedin_email in the Smart Parameter field;
4. Repeat for First Name with linkedin_firstname, and Last Name with linkedin_lastname.

⚠️ Warning: This step is required. Without these Smart Parameters, the prospect's details are not passed from the Lead Gen Form and they fill in the booking form from scratch.

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 beyond email, first name, and last name, the form opens with those three fields pre-filled and the prospect completes the remaining questions before seeing the calendar.

What information is passed

The following Lead Gen Form fields are passed to Chili Piper:

• Email;
• First name;
• Last name.

Other Lead Gen Form answers (for example company size or job title) are not passed to Chili Piper. They remain available in Campaign Manager and through LinkedIn's lead sync integrations.

Note: Email, first name, and last name are the first fields covered by the integration. Support for additional Lead Gen Form fields is to be confirmed.

Going beyond the passed fields with Post-Form Enrichment

If your routing needs data the Lead Gen Form does not pass – 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 flow 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

• Only email, first name, and last name are passed to Chili Piper. Additional Lead Gen Form fields are not carried over;
• LinkedIn does not offer the appointment booking option on message ads or conversation ads.