Getting Started
Workspace Settings
User Management
- User Management
- Add users to Chili Piper
- How to activate and deactivate users
- How to request additional licenses
- What does a user requesting access mean?
- Managing when your Chili Piper Admin leaves the company
Salesforce Configuration
- Salesforce Integration Overview
- Salesforce OAuth 2.O Integration
- Chili Piper Data flow
- Relate a Meeting to Salesforce Opportunity
- Relate a Meeting to Salesforce Case
- Relate Meeting to CRM Objects (Case, Opportunity, Campaign)
HubSpot CRM Configuration
Meeting Types
Meeting Management
- Limit the number of meetings a Prospect can schedule per a certain time frame
- Limit the number of meetings an Assignee can get per Meeting Type
- Specify Available Hours for Specific Meeting Types
- Language Settings
- Supported Languages
- Public Cancel URL
API References (Edge API)
Twilio and SMS Reminders
Zapier Integration
Slack Integration
Intercom App Integration
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
Other Integrations
- Typeform Integration
- One-click Booking from Apollo.io Sequences
- Install the Chili Piper app for O365 as a Microsoft Admin
- Conversica
- Integration with GoToMeeting to create meetings dynamically
- Integration with WebEx to create meetings dynamically