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How can we improve Chili Piper?

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6 results found

  1. All properties passed to HubSpot should align with the most recent event

    Use case: 'lost and return' and 'churn and return' contacts coming through the pipeline booking demos.

    I've noticed the HubSpot integration has some room for improvement. Currently, most properties that are passed to HubSpot are only updated when they last occurred. So for example, if a prospect 'no showed' 2 years ago, came back through the pipeline and booked today they still appear as a no show. We use this property (and others) in HubSpot automations, which are now misfiring. While I could solve for this on the HubSpot side, it's a clunky solution that would be more complex than…

    1 vote

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    0 comments  ·  HubSpot CRM  ·  Admin →
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  2. Set Hubspot meeting to be created by the sync users who booked the meeting

    Currently, there is only the option to set who the meeting activity in Hubspot is assigned to and Chilipiper passes no value for who created the engagement.

    For ease of reporting, it is essential to capture both when working with an SDR <> AE handoff.

    For example;

    If Frank, an SDR, books a meeting for Don, an AE, the Hubspot meeting should have the following information;

    Activity Created by Frank
    Activity Assigned to Don

    Currently Don is being assigned but Frank is not showing in Activity Created By because of Chilipiper limitations in writing that information over.

    The proposed workarounds…

    11 votes

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    0 comments  ·  HubSpot CRM  ·  Admin →
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  3. CP "Meeting Type" should have a property "Meeting Type" that will be pushed to HubSpot

    Now, to push the meeting type from CP to HubSpot, it will be required to name it the same way it reflects in HubSpot. It is not efficient to rely on the name of the meeting type to push it to HubSpot. It will be more convenient and efficient to have a dedicated property, let's say, "HubSpot Meeting Type" associated with a meeting type in CP

    4 votes

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  4. Add proposed meeting times into Hubspot email

    In addition to being able to book a meeting from Hubspot contact record, it would be big time saver to be able to insert proposed meetings times into an email we are sending to a contact from within Hubspot.

    7 votes

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  5. Hubspot associations with all contacts in the meeting

    HubSpot only has the Assignee and the Main Guest associated. Additional guests are not added as designed.

    It would be beneficial for my business to show all people who will or have attended meetings, including our own team members, to properly prioritize and analyze show rates and attribute deals

    2 votes

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  6. Populate Meeting Start Day/Time to HubSpot

    What I'm trying to do is actually a workaround since I'm not able to send notifications to a gmail alias in Chili Piper. Since I need to send the notification in HubSpot, I need to be able to pull meeting start date/time from a property that's populated by Chili Piper.

    15 votes

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    Idea  ·  2 comments  ·  HubSpot CRM  ·  Admin →
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