Salesroom does not yet have a custom Video Call Integration with Chili Piper. However, Salesroom does integrate with Chili Piper using your Personal Link.
Set up
Go to your Chilipiper profile, and under “Personal Details → Contact Methods → Conference Details” replace what is there with your Salesroom Personal Link.
Go to Chilipiper meeting types and select the type you wish to update. Press on “Calendar Invite” and under “Meeting Location” select “Conference Details → Booker”. The booker option refers to the value you put in at Step 1.
Booking Experience
Once booked, your Personal Link will show in the calendar invite for all participants. If you have the Salesroom Google Calendar Integration enabled, your Personal Link will be replaced with a dedicated Salesroom meeting link so you can prepare and plan your meeting.
Recommended Setup
If you use HubSpot as your CRM, Chili Piper provides specific instructions to avoid duplicate syncs with your calendar to HubSpot. The Chili Piper help article explains how Chili Piper interacts with HubSpot to create Engagements and highlights potential issues if both Chili Piper and Calendar Sync are linked to HubSpot.
To seamlessly sync Salesroom meetings with HubSpot, we recommend following the next steps:
Have your calendar connected to Salesroom
Have HubSpot integration successfully connected in Salesroom
Turn off Engagement Creation on Chili Piper's end (refer to Chili Piper instructions)
Connect your Calendar Sync in HubSpot (refer to HubSpot instructions)