Native, Real-Time Salesforce Sync
Chili Piper reads and writes to Salesforce over API in real time — no batch jobs, no nightly syncs. Lead, Contact, Account, Opportunity, and Case records stay current the moment a meeting is booked.
Industry App — Chili Piper on Salesforce
Your Leads Convert in Minutes.
Your Routing Shouldn't Take Days to Fix.
Chili Piper turns form fills, inbound calls, and campaign responses into booked meetings inside Salesforce, in real time. Twopir configures the routing logic, calendar sync, and reporting layer so it runs the way your revenue team actually operates.
500+
Client Deployments
12+
Years Experience
40+
Person Team
Partner
Salesforce & HubSpot
AI Delivery
Trusted by
Inbound Sales Teams SDR/BDR Organizations RevOps Leaders Marketing Operations Enterprise Sales Orgs High-Velocity SaaS Teams Inbound Sales Teams SDR/BDR Organizations RevOps Leaders Marketing Operations Enterprise Sales Orgs High-Velocity SaaS Teams
Where Teams Stall
The Real Cost Is Operational Friction.
Most revenue teams that come to us don't have a Chili Piper problem. They have a routing and configuration problem that Chili Piper is fully capable of solving — once it's set up against real Salesforce data instead of a default install.
⏱️
Lead Response Times Measured in Hours, Not Seconds
A form fill sits in a queue until a rep checks their inbox. By the time anyone reaches out, the prospect has already filled out three competitors' forms and moved on.
🔀
Manual Round-Robin Breaking Under Volume
Assignment rules built in spreadsheets or memory don't hold up once lead volume grows. Reps get uneven queues, territories overlap, and leads sit unassigned.
📅
No-Shows and Reschedules Invisible Until It's Too Late
Meetings get booked but nobody tracks whether they happened. No-show rates climb quietly because there's no system flagging the pattern back to the team.
🗓️
Calendar Chaos Across Reps, Time Zones, and Tools
Reps juggle Google Calendar, Outlook, and manual holds. Double-bookings and dropped invites are routine, and prospects notice before your team does.
📋
Routing Logic Buried in Spreadsheets, Not Salesforce
The rules that decide who gets which lead live in a document somewhere, not the CRM. Nobody can audit them, and every change requires manual re-education of the team.
Platform Context
Chili Piper Is Built for Speed to Lead. We Build It Around Yours.
Chili Piper is a scheduling and routing platform that reads and writes to Salesforce in real time. It gives revenue teams a single operating layer for lead qualification, routing, booking, and pipeline reporting — without a patchwork of forms, calendars, and spreadsheets. Twopir configures and extends it around your actual territory, queue, and handoff logic.
Routing on Any Field, Standard or Custom
Routing rules run against any Salesforce field — territory, industry, deal size, custom objects — so assignment logic reflects how your team actually segments leads, not a generic template.
Calendar-Native Scheduling
Direct sync with Google Calendar and Microsoft Outlook gives real-time visibility into rep availability, so bookings reflect actual open slots instead of stale calendar exports.
Enterprise-Grade Orchestration
Distro, Handoff, and Concierge Live give large teams the routing depth to manage SDR-to-AE handoffs, multi-team ownership, and instant phone connect at scale.
Platform Capabilities
What Chili Piper Puts Inside Your Salesforce Org.
A complete capability set for inbound conversion and pipeline handoff — from the first form fill through booked meeting and reporting. Twopir configures each module against your actual routing and territory logic.
📝
Form Concierge
Converts a form fill into an instant booked meeting, qualifying and routing the prospect to the right rep's calendar before they leave the page.
Core Module🔀
Distro — Intelligent Lead Routing
Auto-routes leads inside Salesforce based on standard or custom field logic, so assignment happens the instant a record qualifies.
Routing Logic📞
Concierge Live
Connects an inbound prospect to a rep on a live call the moment they raise their hand, rather than routing them to a form.
Real-Time🤝
Handoff — Cross-Team Routing
Manages the transition between teams — SDR to AE, marketing to sales — with ownership and context passed cleanly inside Salesforce.
Process Efficiency📆
Calendar Sync (Google & Outlook)
Keeps rep availability current across calendar platforms in real time, eliminating double-bookings and stale scheduling links.
Scheduling📊
Salesforce Native Dashboard
Pre-filtered reporting on meetings booked, attended, and missed — filterable by assignee, meeting type, and date, without building reports from scratch.
Operating Intelligence🚫
No-Show & Reschedule Tracking
Automatically timestamps every reschedule, cancellation, and no-show back to the Salesforce record, so pipeline reporting reflects what actually happened.
Pipeline Accuracy🤖
Chili Assist
Builds and adjusts routing rules from plain-English instructions, reducing the admin overhead of maintaining complex assignment logic.
AI Agents🧩
Multi-Object Routing
Routes based on Lead, Contact, Account, Opportunity, or Case records — supporting territory, ownership, and lookup-field logic across the full object model.
Custom Objects Delivery Model
We Don't Deploy Software. We Build Operating Infrastructure.
The difference between a Chili Piper rollout that gets adopted and one that gets bypassed by reps within a month comes down to how the routing logic is designed before the first form is connected. Twopir runs discovery before we run setup.
Phase 01
Salesforce Integration & Routing ArchitectureInstalling Chili Piper Without Disrupting What Already Runs
Full installation of the Chili Piper managed package, OAuth connection, and field mapping against your existing Salesforce object model. We handle custom field creation, permission alignment, and dashboard setup without disrupting current automation.
Phase 02
Routing Rule & Territory Logic DesignBuilding Distro Around How Your Team Actually Segments Leads
We map your actual lead-to-rep assignment logic — territory, industry, deal size, custom objects — and build it into Distro. Rules are designed against how your team segments today, not a generic round-robin template.
Phase 03
Calendar, Queue & Handoff ConfigurationConfiguring Booking, Queues, and Handoffs Across Time Zones
Google Calendar or Outlook sync, booking pages, Concierge Live queues, and SDR-to-AE Handoff logic configured to match your team structure and working hours across time zones.
Phase 04
Reporting, Dashboards & AdoptionDelivering the Dashboard Leadership Actually Uses
We build the Salesforce dashboard layer leadership actually uses — meetings booked, no-show rate by rep, meeting type, and booker — plus rep-level training so the system gets used, not routed around.
What Changes
The Outcomes Teams Actually Come Back For.
Teams that implement Chili Piper well — with proper routing design and clean Salesforce configuration — report the same set of operational improvements. These are the outcomes Twopir is built to deliver.
Minutes, Not Hours, to First Touch
Form fills convert directly into booked meetings or live calls, removing the manual step between lead capture and rep engagement entirely.
Zero Manual Round-Robin
Distro handles assignment against live Salesforce data, so leads never sit in a queue waiting for someone to remember whose turn it is.
Full Visibility Into Booked, No-Show, Reschedule
Every event status updates automatically on the Salesforce record, giving RevOps a complete, real-time picture of meeting outcomes.
Clean Handoffs Between SDR and AE
Ownership and context transfer through Handoff without a separate spreadsheet or Slack thread tracking who owns what.
Real-Time Meeting Data Inside Salesforce
No separate scheduling tool to reconcile. Meeting data lives on the same record your reps and leadership already work from.
Routing Logic That Scales With Headcount
Rules built against fields and territories — not headcount-dependent manual processes — hold up as the team grows from 5 reps to 50.
Common Scenarios
Where We See Chili Piper Deliver Most.
Inbound Lead Conversion
Converting a form fill into a booked meeting before the prospect closes the tab. Teams running high-volume inbound campaigns use Form Concierge to qualify and route a lead the instant they submit a form, rather than routing them to a generic "we'll be in touch" confirmation. Twopir configures the qualification logic against your actual ICP fields so only the right leads reach a rep's calendar.
SDR-to-AE Handoff
Passing a qualified lead between teams without losing context or momentum. Organizations with a separate SDR and AE function use Handoff to transfer ownership and booking responsibility cleanly at the point of qualification. Twopir builds the trigger logic so the handoff fires on the right stage change, not a manual notification someone might miss.
Enterprise Territory Routing
Routing leads across complex territory, product line, or regional structures. Enterprises with multi-region or multi-product go-to-market motions use Distro to route on combinations of standard and custom fields — territory, product interest, company size — rather than a single flat rule. Twopir designs the rule hierarchy so exceptions don't break the default logic.
Marketing Campaign Booking
Turning event and campaign responders into booked meetings at scale. Marketing teams running field events, webinars, or paid campaigns use Chili Piper's booking links and Concierge Live to convert responders in the moment of interest. Twopir connects campaign source data back to Salesforce so attribution and routing stay aligned.
Why Twopir
We're Not a Vendor. We're an Architectural Partner.
01
We Start with the Routing Model, Not the Software
Before we touch Chili Piper's setup screens, we map how your team qualifies, assigns, and hands off leads today. The rules we build reflect that reality — not a default round-robin.
02
We Own the Outcome
We don't hand off a configuration document. We design, build, integrate, test, and launch Chili Piper — and we stay until routing performs as promised.
03
We Think Across the Full Funnel
Lead capture, routing, booking, handoff, and reporting are not separate projects. We design them as one connected system inside your Salesforce org.
04
We Have Direct RevOps Experience
We have built Salesforce and Chili Piper infrastructure for SaaS, professional services, and enterprise sales orgs. The routing edge cases and adoption pitfalls are known to us.
05
We Build for Scale, Not Just Launch
Our architecture holds up as your team grows — more reps, more territories, more products. The system you launch should be the foundation for the next stage of growth.
"The problem is rarely that a team lacks a scheduling tool. The problem is that the routing rules underneath it were never designed to survive contact with real lead volume."
Twopir Consulting — Certified Salesforce architects. Chili Piper implementation specialists. Global delivery across US, UK, UAE, AU, CA.
- Full Chili Piper setup & Salesforce configuration
- Routing rule & territory logic design
- Calendar, queue & handoff configuration
- Reporting, dashboards & rep adoption
- 12+ Years Salesforce & HubSpot Delivery
- 500+ Clients Served
- Serving: US | Canada | UK | UAE | Australia | New Zealand
- Salesforce Partner
- HubSpot Partner
- AI Delivery
Common Questions
Questions Revenue Teams Ask Before We Start.
Do we need a separate Salesforce org for Chili Piper? +
No. Chili Piper installs as a managed package inside your existing Salesforce org — it doesn't require a separate environment. Twopir assesses what's already running in your org and designs the routing setup to coexist cleanly with existing automation, rather than creating a parallel system to maintain.
How long does a typical Chili Piper implementation take? +
Scope determines timeline. A focused implementation — core routing, calendar sync, and baseline reporting — typically runs 3–6 weeks. Engagements that include Distro territory logic across multiple objects, Handoff configuration, or Concierge Live take longer. Twopir scopes delivery based on your actual routing complexity before any work begins.
Can Chili Piper route on our custom objects and fields? +
Yes. Distro routes based on any standard or custom field in Salesforce, including custom objects such as Opportunity or Case. Twopir maps your specific territory, product, and ownership logic into the routing rules rather than relying on a generic Lead round-robin.
Does Chili Piper work with our calendar setup? +
Chili Piper syncs natively with both Google Calendar and Microsoft Outlook, giving real-time visibility into rep availability. Twopir configures the sync per team, including working-hours and time-zone logic for distributed sales organizations.
Why not just follow Chili Piper's own self-serve setup? +
Chili Piper's own onboarding installs the package and creates the standard fields. What it doesn't do is design the routing logic, territory hierarchy, and reporting layer against your specific Salesforce data model — that design work is where most implementations succeed or quietly get bypassed by reps.
How are you different from an implementation-only partner? +
Implementation-only partners optimize for delivery of the platform. We optimize for whether routing actually improves speed to lead and pipeline quality. The engagement starts earlier — with routing and process design — and continues beyond go-live with adoption support and scale planning.
Get Started
Ready to Convert Inbound Leads the Moment They Raise Their Hand?
Talk to a Twopir revenue systems architect. We'll review your current routing setup, identify the gaps, and tell you exactly what a well-configured Chili Piper environment looks like for your team — before any engagement begins.
Speak with a team that understands revenue routing, Salesforce architecture, and what it takes to run inbound at scale.
