Chili Piper connects to Salesforce to route inbound leads to the right rep and let qualified buyers book a meeting the moment they submit a form. Concierge handles form routing and instant scheduling, Distro routes Salesforce records such as leads, contacts, accounts, opportunities and cases with lead-to-account matching and round robin, and Handoff passes meetings from one rep to another. It adds the most value when speed to lead matters and native Salesforce assignment rules have become too complex to maintain.
What does each part do?
| Product | What it does | Where Salesforce fits |
|---|---|---|
| Concierge | Qualifies and routes web form submissions and offers qualified buyers a calendar to book immediately | Reads Salesforce data to decide ownership and writes the meeting and lead back |
| Distro | Routes Salesforce records with lead-to-account matching, round robin, weighting, SLAs and vacation handling | Works on standard and custom Salesforce objects; Chili Piper's package adds fields to report on routed records |
| Handoff | Lets one person, such as an SDR, book a meeting on another person's calendar using routing rules | Uses Salesforce ownership and field values to choose the right rep |
When is Chili Piper worth adding?
- Inbound demo requests wait hours for a reply, and you lose buyers who would have booked on the spot.
- Assignment rules, queues and flows have grown into logic only one admin understands.
- Leads from existing customers or target accounts need to reach the account owner, not the next rep in rotation.
- SDRs hand meetings to account executives and the handoff is manual.
If your volume is low, rules are simple and response time is already fast, native Salesforce lead assignment rules or Flow may be enough. Chili Piper's value is speed and maintainability as routing grows.
What to design before setup
- Ownership rules: when a lead matches an existing account, who owns it, and what happens for partners or open opportunities.
- Qualification: which form answers or Salesforce values make someone eligible to book immediately.
- Distribution: round robin groups, weighting by capacity, and out-of-office handling.
- SLAs: how fast a rep must follow up, and what happens when they do not.
- Data writeback: which Salesforce fields record routing and booking, so reporting works.
- Conflicts: turn off overlapping Salesforce assignment rules or flows so two systems do not reassign the same record.
How do you measure it?
- Speed to lead: time from form submission to first meeting or first touch.
- Booking rate: share of qualified form submissions that book a meeting immediately.
- Meeting show rate and conversion to opportunity.
- Routing accuracy: share of leads reaching the correct owner the first time.
