Notify a paired BDR when their AE is selected in a Concierge round robin
Taylor Jennings
In a Concierge AE round robin, there's no native way to automatically notify a specific BDR when their paired AE is the one selected. Admins who want the AE's BDR looped in have to do it manually or build it in Salesforce Flow outside of Chili Piper.
Let admins map a BDR to an AE (or to a round-robin pool) and fire a notification to that BDR when the AE is selected, as a notify-only action that doesn't make the BDR an assignee or booker on the meeting.
Paired BDR/AE selling motions need the BDR aware the moment their AE picks up a lead, so they can prep and follow up. Doing this through Salesforce Flow is fragile and adds an external dependency for something that should be native to the router.