How Conversion works with Chili Piper
Conversion connects to Chili Piper so inbound meetings are qualified, routed, and booked from current CRM context. Chili Piper runs the scheduling, and Conversion keeps the record behind each request up to date, from Salesforce fields in two-way sync to the fit and score values your workflows maintain.
What you can do
One definition of qualified
The fit and score values your Conversion workflows maintain can be the same ones that decide who gets a calendar, so marketing's definition of a qualified lead and the booking rules stay aligned.
A path for everyone else
A Form is submitted trigger, branched on the same fit and score values, can send contacts who don't meet the bar for a meeting into a nurture instead of leaving them without a next step.
Meeting prep in Slack
Before a booked call, a rep can ask the Conversion Slack agent what the contact has visited, clicked, and submitted, and get the answer in the thread.
