Liz Pouya

  • Total activity 45
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 0 users
  • Votes 9
  • Subscriptions 12

Activity overview

Latest activity by Liz Pouya
  • Liz Pouya created an article,

    Matching Leads to Existing Account Records in Salesforce

    Creating a Contact for an existing Account Note: This is specific to Salesforce when we are creating the Lead/Contact record. When there is both a Lead and Contact associated to an email address, ...

  • Liz Pouya created an article,

    Single-Use Booking Links

    Single-Use Links have arrived! 🎉    What are these, you ask? Links you can generate that expire after a meeting is booked (cannot be re-used or after 60 days if they have not been used).   These li...

  • Liz Pouya created an article,

    Multiple Meeting Locations

    You can configure your meeting types to show multiple meeting locations and give your guests the choice of choosing the option that works best for them. In some cases, you may want to reuse the sam...

  • Liz Pouya created an article,

    Creating a Personal Page

    ℹ️ The content of this article is also available in the video below:   Create a Personal Page to share a booking link with your prospects and customers that showcase your brand and accomplishments...

  • Liz Pouya created an article,

    Common Salesforce API Error Codes

    Uh oh! You just received an email from us with a subject line containing SFDC API Error and need to figure out the source of this error immediately. This often happens during the testing phase of a...

  • Liz Pouya created an article,

    Setting Up Reminders for Your Team

     ℹ️ If you'd like to see this article's content in a short video, hit play below!  Decrease no-shows and increase meeting completion rates with Reminders. Reminder emails / SMS are sent to the Pr...

  • Liz Pouya created an article,

    Chili Piper and Existing Routing Tools

    Most teams are already leveraging an existing routing tool such as LeanData, Distribution Engine, LaneFour, or Salesforce routing rules prior to integration of Chili Piper. Your existing routing to...

  • Liz Pouya created an article,

    Routing Rules for Concierge

    In this article, we will cover the most common scenarios of routing rules you will need for your Inbound Router. Think of Queue rules as "buckets" that will catch your inbound leads. You will likel...

  • Liz Pouya created an article,

    Rescheduling Meetings Through Salesforce

    If you add these fields in Salesforce, on the event object, you can record the number of times a meeting was rescheduled. There are many ways to automate your rescheduling process – see below: 1. A...

  • Liz Pouya created an article,

    Mapping to Your Webform

    Mapping your form to Chili Piper allows you to integrate your existing forms with Chili Piper. After someone fills out the form on your website, Chili Piper's booking tool handles your scheduling a...