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:

  1. Make a new Zap and include Chili Piper "New Meeting" as the Trigger. See here.
  2. (optional) Create a Filter if you only want your Zap to run for specific "Event Types", "Event Queues", or other parameters.
  3.  Select "Salesforce" as your Action.
  4. [Add an Action Step] Select "Search for Salesforce Account" (optional)
    1. Field to Search By: "Account Name"
    2. Search Value: "Prospect Company"
    3. Select "Create Salesforce Account if it doesn't exist yet?"
      1. Account Name: "Prospect Company"
  5. [Add an Action Step] Select "Create Contact"
  6. Map Fields from Chili Piper
    1. Last Name = Prospect Last Name
    2. First Name = Prospect First Name
    3. Email = Prospect Email
    4. Mobile Phone = Prospect Mobile Phone
    5. Meeting Type = Event Type
    6. Lead Source = "Chili Piper" (optional)
  7. [Add an Action Step] Find a Contact
    1. Field to Search By = Email
    2. Search Value = Prospect Email
  8. [Add an Action Step] Select "Create Event"
    1. Booked By = "Use a Custom Value (advanced)" -> Booker Salesforce ID
    2. Meeting Type = "Use a Custom Value (advanced)" -> Event Type
    3. Assigned To = "Use a Custom Value (advanced)" -> Assignee Salesforce ID
    4. Event Queue = "Use a Customer Value (advanced)" -> Event Queue
    5. Subject = "Use a Customer Value (advanced)" -> Event Title
    6. Duration = Event Duration
  9. 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 support@chilipiper.com or your Chili Piper rep if you require assistance in setting this up.

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