Integrations & API

Salesforce Configuration

HubSpot CRM Configuration

• HubSpot CRM Integration Overview
• HubSpot CRM OAuth 2.0 Integration
• Set up HubSpot CRM Actions
• HubSpot CRM Custom Properties
• HubSpot CRM User Permissions
• HubSpot Engagements and Calendar Sync

API References (Edge API)

• Using API References for Admin Actions
• Update Chili Piper when third-party app updates
• Remove a user from all Queues

Twilio and SMS Reminders

• Twilio Integration Overview
• Configuring your Twilio account for Chili Piper
• Get Started with SMS Reminders
• Create an SMS Reminder
• Configure SMS Response Settings
• Test your SMS reminders

Zapier Integration

• Zapier Integration Overview
• Getting Started with Zapier
• Zapier Available Fields - Workspace Type: CRM
• Creating a Zendesk Ticket for a Booked Meeting

Slack Integration

• Create Slack Notifications for CRM API Alerts
• How to set up the Slack Integration
• Slack Integration Overview
• What notifications are sent via Slack?

Intercom App Integration

• Intercom Integration Overview
• Installing the Intercom App
• How to suggest times within the Intercom Chat

Outreach Integration

• Insert Suggested Times in Outreach
• Adding a Booking Link to your Outreach Email Signature
• How to Automate Sequences for No Shows
• Setup One-click Booking from Outreach Sequences
• Ending an Outreach Sequence Once a Meeting is Scheduled
• Automating Outreach Follow Up After a Meeting is Scheduled

Salesloft Integration

• Automating Salesloft Follow Up After a Meeting is Scheduled
• One-click Booking from Salesloft Cadences
• Automate Salesloft Cadences for No Shows
• Ending a Salesloft Cadence Once a Meeting is Scheduled
• Booking from Salesloft on the Phone

Other Integrations

• Setting Up Gong Integration
• How to set up SSO for Chili Piper
• Typeform Integration
• One-click Booking from Apollo.io Sequences
• Install the Chili Piper app for O365 as a Microsoft Admin
• Conversica