Benefits of connecting integrations to Chili Piper
Hey hey!
Having your calendar and/or CRM connected to Chili Piper is an important step to ensure the best experience within the platform!
Calendar Connection
The calendar connection is crucial to make sure that your calendar is updated and, consequently:
- You'll not have meetings booked in a busy slot
- Your booking links will work and display the correct availability
- Your colleagues will see your updated availability in Instant Booker and Handoff
- Your distribution will not be impacted in a round-robin algorithm queue
CRM Integration
The CRM (Salesforce or Hubspot) integration is also an important step to ensure that:
- If required, objects will be properly created after a prospect books a meeting with your booking links
- You'll adequately have prospects assigned to your name in your CRM
- You'll be properly made as the object owner in your CRM after a meeting gets booked.
- Events will be created after a meeting gets booked
Conference Softwares
Integrating conference software like Zoom, Ring Central, and Webex, for example, is also something you should consider:
- It ensures that meetings have links adequately populated for your prospects based on your meeting templates.
- It avoids manually including conference details in each meeting and its respective invite.
You can always connect or reconnect your Integrations on your Personal Settings page
When users connect their calendars, Google Meet and MS Teams will become an option to be used across meeting templates. There's no individual integration that needs to be done in the Personal Settings page.
How have you been using your integrations to get the most benefit from Chili Piper?
Tell us about your experience and use cases!
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