Creating a Contact in Salesforce
By default, Chili Piper will create a Lead in Salesforce if the prospect does not already exist. Furthermore, Chili Piper can create a Contact if an Account already matches, if you have this setting turned on. These settings can be found in "Manage Workspaces".
However, some companies always want to create a Contact, never a lead. That is possible with Zapier.
Here's how you do it:
- Make a new Zap and include Chili Piper "New Meeting" as the Trigger. See here.
- (optional) Create a Filter if you only want your Zap to run for specific "Event Types", "Event Queues", or other parameters.
- Select "Salesforce" as your Action.
- [Add an Action Step] Select "Search for Salesforce Account" (optional)
- Field to Search By: "Account Name"
- Search Value: "Prospect Company"
- Select "Create Salesforce Account if it doesn't exist yet?"
- Account Name: "Prospect Company"
- [Add an Action Step] Select "Create Contact"
- Map Fields from Chili Piper
- Last Name = Prospect Last Name
- First Name = Prospect First Name
- Email = Prospect Email
- Mobile Phone = Prospect Mobile Phone
- Meeting Type = Event Type
- Lead Source = "Chili Piper" (optional)
- [Add an Action Step] Find a Contact
- Field to Search By = Email
- Search Value = Prospect Email
- [Add an Action Step] Select "Create Event"
- Booked By = "Use a Custom Value (advanced)" -> Booker Salesforce ID
- Meeting Type = "Use a Custom Value (advanced)" -> Event Type
- Assigned To = "Use a Custom Value (advanced)" -> Assignee Salesforce ID
- Event Queue = "Use a Customer Value (advanced)" -> Event Queue
- Subject = "Use a Customer Value (advanced)" -> Event Title
- Duration = Event Duration
- That's it! Turn it on and give it a test.
Note: Remember that Chili Piper will create a lead on it's own when a meeting is booked. To prevent duplicates, you'll want to create a process builder in Salesforce to either remove the lead or merge it with the new Contact. Please contact firstname.lastname@example.org or your Chili Piper rep if you require assistance in setting this up.