Inbound lead qualification · OCT 28, 2026 · 4 MIN READ

Chili Piper

Vital signs

Last release
October 16, 2026Help center: Product Updates, Concierge (April to September 2026)Source 4
Pricing
PublishedRead October 25, 2026 on the pricing page
Status
Live
Last verified
October 25, 2026
Fits
51 to 250 people; 250 or more people
Company
Chili Piper, Inc.chilipiper.com
Pricing
Routing & Scheduling starts at $1,250 a month with up to 15 seats, Experiences at $3,500 a month with up to 30; billed annually; read October 2026Source 1
Integrations
Salesforce CRM, HubSpot CRM, Google Calendar, Outlook, Slack, Microsoft Teams, Marketo, 6sense, Salesloft, Outreach, Clay, ZoomInfo
Controls
  • Permissions. Three roles (Admin, Workspace Admin, User); users edit assets only in their personal workspace (vendor docs) Source 11
  • Activity log. Concierge Logs record why a prospect qualified or not; Distro and Web Logs trace each record or visit (vendor docs) Sources 10, 12, 13, 14
  • Review queue. Spam Checker can send flagged prospects to a fallback distribution; an admin can reassign their meetings (vendor docs) Source 6
  • Undo or drafts. Distro preview mode tests real Salesforce records without pushing anything live (vendor) Source 10
Data handling and security
Chili Piper says it's SOC 2 Type 2 and ISO 27001 compliant, gives each tenant its own database and uses customer data only to provide its services. Its terms let it use AI inputs and outputs only as needed to run and improve the services; its public subprocessor list names AWS and Google Cloud.Read October 25, 2026: privacy policy, security page. Sources 15, 16, 17, 18

What it does

Chili Piper says it checks inbound leads from web forms and chat against your rules, routes the qualified ones to a rep and books the meeting.

Its form product, Concierge, runs when someone submits, and the homepage promises no SDR review queue.

Rules can use geography, company size, industry or any standard or custom field in your CRM, the Form Concierge page says.

The docs I read describe no numeric lead score of Chili Piper's own. Lift AI supplies a 0 to 100 intent score for Web Experience rules if you have an active Lift AI subscription, and none of those docs says the score reaches the CRM.

Chili Piper's product updates for April to September 2026 describe an Enrich node that sits between the form and the first routing rule. It looks the lead up in LeadIQ, Apollo, Lusha, ZoomInfo or Clay, from as little as an email address, and the rules then route on what comes back.

The enriched fields reach Salesforce or HubSpot only once each is mapped to a CRM field and an Update or Create Record node sits on the prospect's path, the Post-Form Enrichment setup doc says. Otherwise they stay on the meeting record.

The help center says Spam Checker gives each submitted email a spam score, can stop submissions that fail its checks from booking a meeting, and can write the result to a Spam Score field in your CRM.

Concierge Live puts a qualified prospect on the phone with a rep, its product page says. If no rep is free, say on an evening or a weekend, you can let the prospect book a call-back instead.

Chili Piper says Chat AI asks qualifying questions "based on your criteria" and passes every answer to the CRM. It can run on its own or with a person on live chat.

Who it fits

Chili Piper fits businesses of more than 50 people that sell through Salesforce or HubSpot and have someone to own the routing rules.

In October 2026, Chili Piper's pricing page listed $45 a seat a month, billed annually, past the 15 seats included in Routing & Scheduling, and put AI chat qualification and account identification in Experiences, the higher tier.

Chili Piper's Chat AI page gave a different price for chat in October 2026, one flat fee of $20,000 a year plus a $150 monthly platform fee, and the pricing page doesn't reconcile the two. The pricing FAQ also said in October 2026 that new pricing tiers "are rolling out now", so existing customers may be on older terms.

MarketBetter, a competitor, says the entry price is the same for a 5-rep team as for a 15-rep team. Docket, another competitor, says Chili Piper suits "Salesforce-native enterprise teams with 50+ reps and dedicated RevOps".

Below about 50 people, I'd compare the rest of the lead qualification shortlist, or weigh a custom build of the inbound triage and enrichment workflow I'd automate first in a sales team.

Limitations

Every call to action on Chili Piper's homepage, pricing and product pages is "Book a demo", and the pricing page showed no free plan or trial in October 2026.

Post-Form Enrichment runs on your own data provider account. Its setup doc requires LeadIQ Enterprise or Apollo Basic or higher; Lusha works on any plan, including free, and ZoomInfo Copilot needs the API SKU enabled.

The pricing page says its included AI credits are used for enrichment, agents and AI actions, but the pages I read don't say which enrichment they cover. I'd get that in writing before signing.

Distro routes records already in your CRM, and its product page said in October 2026 that it "currently only integrates with Salesforce". The pricing page lists converting leads to contacts and creating accounts, tasks and opportunities under its Salesforce Routing heading.

Docket, a competitor, says the HubSpot experience is "functionally lighter than the Salesforce version".

Web Logs are kept for 3 months, the help center says.

The LinkedIn Lead Gen Forms entry point, new between April and September 2026, doesn't pass consent and disclosure checkboxes through, according to the Concierge update.

Chili Piper's terms, last updated April 23, 2026, name OpenAI's ChatGPT 5 and Google's Gemini 2.5 as third-party models for its AI features, and don't say whether the license customers grant Chili Piper to use AI inputs and outputs covers model training.

In September 2026, Chili Piper's trust center posted a notice about a data breach at Canny involving "1,100 user records from our feedback board". The notice says "No customer data held in the Chili Piper platform was accessed."

Evidence of real use

  • Independent users · Rating · October 2026

    HubSpot App Marketplace: 4.2 of 5 from 5 ratings, 700+ installs, read October 25, 2026

    Source 20

  • Independent users · Review · March 2026

    Newest HubSpot Marketplace review as of October 25, 2026, one star, March 2026: support from the two companies is "just one vendor blaming the other"

    Source 20

  • Independent users · Rating · October 2026

    Chrome Web Store, ChiliCal Co-Pilot scheduling extension: 4.2 of 5 from 17 ratings, 60,000 users, read October 25, 2026

    Source 21

  • Vendor documentation · Rating · October 2026

    Chili Piper's demo page cites 4.6 of 5 from 736 reviews on G2; I couldn't check the figure on G2

    Source 22

  • Press and analysis · Press · April 2021

    TechCrunch, April 2021: a $33M Series B led by Tiger Global, with Intuit, Twilio, Forrester, Spotify and Gong named as customers

    Source 23

  • Vendor documentation · Case study · October 2026

    Chili Piper's customer stories: Reachdesk, 200+ employees, "+35% win rate on inbound"; Gong, size 1000+, a 70% lift in demo form conversions

    Sources 26, 27

How it scores: 22 of 35

CriterionScoreWhy
Job fit and output quality4 of 5Docs cover rules that qualify form and chat leads, an Enrich node before routing to a rep, call or meeting; CRM write-back needs mapping; no own score in docs
Setup time2 of 5Bought through a demo on an annual contract; an admin builds the routers and rules, maps CRM fields and connects an enrichment account (vendor docs)
Price at small-business scale1 of 5Starts at $1,250 a month, $15,000 a year, with up to 15 seats, billed annually; no trial shown; read October 2026
Controls4 of 5Three user roles, per-record Concierge, Distro and Web logs, a spam fallback admins can reassign, Distro preview mode; no documented approval before routing
Integrations5 of 5Salesforce, HubSpot, Google and Outlook calendars, Slack, Teams, Marketo, 6sense, Outreach, five enrichment providers, LinkedIn Lead Gen Forms
Security evidence4 of 5SOC 2 Type 2 and ISO 27001 stated, a database per tenant, public subprocessor list; AI inputs usable only to run and improve services, terms silent on training
Independent user evidence2 of 5HubSpot Marketplace 4.2 from 5 ratings and 17 Chrome Web Store ratings for its scheduling extension, read October 2026; the G2 count is vendor-stated

Job pages order their shortlists by the total out of 35; the methodology page lists the criteria and explains the evidence labels.

Sources

  1. 1.
    Chili Piper, Pricing

    Vendor · Read October 25, 2026

  2. 2.
    Chili Piper, Home page

    Vendor · Read October 25, 2026

  3. 3.
    Chili Piper, Form Concierge

    Vendor · Read October 25, 2026

  4. 4.
    Chili Piper, Product Updates - Concierge (April to September 2026)

    October 2026 · Vendor · Read October 25, 2026

  5. 5.
    Chili Piper, How do I set up Post-Form Enrichment in Concierge?

    Vendor · Read October 25, 2026

  6. 6.
    Chili Piper, Form Submission Spam Checker

    Vendor · Read October 25, 2026

  7. 7.
    Chili Piper, Chat AI

    Vendor · Read October 25, 2026

  8. 8.
    Chili Piper, Concierge Live

    Vendor · Read October 25, 2026

  9. 9.
    Chili Piper, Personalize Web Experiences with Lift AI intent

    Vendor · Read October 25, 2026

  10. 10.
    Chili Piper, Distro

    Vendor · Read October 25, 2026

  11. 11.
    Chili Piper, Understanding User Roles in Chili Piper

    July 2026 · Vendor · Read October 25, 2026

  12. 12.
    Chili Piper, Concierge Logs

    Vendor · Read October 25, 2026

  13. 13.
    Chili Piper, How do I use Distro Logs?

    Vendor · Read October 25, 2026

  14. 14.
    Chili Piper, Chat Logs

    October 2026 · Vendor · Read October 25, 2026

  15. 15.
    Chili Piper, Security

    Vendor · Read October 25, 2026

  16. 16.
    Chili Piper, Privacy Policy

    March 2024 · Vendor · Read October 25, 2026

  17. 17.
    Chili Piper, Terms and Conditions

    April 2026 · Vendor · Read October 25, 2026

  18. 18.
    Chili Piper, Trust Center: Subprocessors

    Vendor · Read October 25, 2026

  19. 19.
    Chili Piper, Trust Center: Security notice: Canny data breach

    September 2026 · Vendor · Read October 25, 2026

  20. 20.
    HubSpot App Marketplace, Chili Piper Demand Conversion Platform

    Independent · Read October 25, 2026

  21. 21.
    Chrome Web Store, ChiliCal Co-Pilot: Smart Scheduling Links

    Independent · Read October 25, 2026

  22. 22.
    Chili Piper, Get a Personalized Demo of Chili Piper

    Vendor · Read October 25, 2026

  23. 23.
  24. 24.
    Docket (a competitor), Chili Piper Review 2026: Pricing, Features & Honest Verdict

    May 2026 · Press · Read October 25, 2026

  25. 25.
    MarketBetter (a competitor), Chili Piper Pricing Breakdown [2026]

    September 2026 · Press · Read October 25, 2026

  26. 26.
  27. 27.
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