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Coeffection

ChiliPiper Integration

Route inbound meeting requests to the right sales rep based on territory, account ownership, and round-robin rules.

Prerequisites#

  • ChiliPiper account on a paid plan (free tier does not include API access).
  • Configured routing rules, team members, and availability in the ChiliPiper dashboard.
  • Coeffection role with integrations:manage permission.

Connecting ChiliPiper#

  1. In ChiliPiper, go to Settings → API and generate an API key.
  2. In Coeffection: Admin Settings → Integrations → ChiliPiper → Connect.
  3. Paste your ChiliPiper API key.
  4. Configure routing rules to match your CRM territories and team structure.

What you get#

  • Intelligent lead routing — inbound leads are automatically routed based on territory, account ownership, and custom rules.
  • Instant booking — qualified leads book meetings instantly from web forms; no follow-up wait.
  • Round-robin distribution — fairly distribute meetings across your team with weighted round-robin.
  • Lead qualification — pre-qualify leads with custom forms before they reach a rep.
ℹ
ChiliPiper uses API-key auth (no OAuth). Keys are encrypted at rest in Coeffection — revoke the key in ChiliPiper Settings → API any time to instantly cut access.