Liz Pouya

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, ...

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...

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...

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...

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...

 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...

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...

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...

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...

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...