106 results found
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Display lists of Scheduling Links in Alphabetical Order
We have a long (8+) list of Round Robin meetings that our agents can choose from. It seems like this list is always rearranging itself, perhaps by most recently updated. This list should remain in alphabetical order. It is disorienting and inefficient for our Sales Agents to hunt for the correct meeting each time. Given that our meetings have similar names (ex. Community X Meeting Type A, Community X Meeting Type B, Community X Meeting Type C, Community Y Meeting Type A, etc), it is so much easier to select the wrong meeting from a list when they are listed…
1 vote -
When scheduling an email from Outlook, don't include the Booker as a (redundant) Guest
When you schedule a meeting from Outlook using the plugin, EVERYONE on the email gets added as a required guest. The Booker's role in the meeting is controlled by the meeting type/meeting link settings, and adding the meeting booker as a guest creates an extra step of needing to remove the redundant email address.
For example, when I am scheduling a basic 30 minute meeting between myself and some other people from an email chain, as the Booker I'm the meeting owner. It doesn't make sense for me to be included again as a guest. If I'm scheduling a Round…
1 vote -
Platform Encyrption
Account for orgs that are using Platform Encryption to encrypt personal identification fields i.e. email address on Accounts and Contacts.
1 vote -
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 -
Integrate with Aircall for SMS & Phone
Provide an integration with Aircall for SMS and Phone integration with calendar app
2 votes -
Suggested times via Gainsight
For post-sales reps that are emailing out of Gainsight, this would be super valuable.
2 votes -
Pass Workspace name in payload
When Zapier receives the New Meeting payload, Event Workspace only shows up if the meeting is booked via a router but if it's via Meeting Type link, it is not passing it. I think it's crucial to pass that info no matter how a meeting is booked. It's a big help in grouping your actions in your automation
4 votes -
Don't require Hubspot admin licenses for end users to use Chili Piper
Better Hubspot extension - not having to set the user as super admins in Hubspot in order to synch their accounts.
2 votes -
Integrate with ClickSend SMS
Integrate with other SMS providers, not just Twilio. Take a look at ClickSend instead :)
1 vote -
Email or Slack Notification when a Salesforce Event fails to create.
We have an automation in Salesforce that triggers off the Event creation by chilipiper. When that fails, the rest of the automation fails to trigger. Since there is no notification from Chilipiper that the Event failed to create we often don't find out about the issues until many days after the automation was supposed to trigger. If there was some sort of notification from Chiliper that an Event failed to create we could investigate it immediately.
1 vote -
Allow Out Of Office to Block Calendar if Office365 and not just "Busy".
Very often, customers set themselves to "Out of Office" in Outlook and they expect to not receive bookings on their calendar. Right now, Chili Piper only sees "busy" as a block but it would be nice if Chili Piper also saw "Out of Office" as busy as that is normal practice for companies.
1 vote -
Native data enrichment.
Have a different partnership model with Clearbit and Zoominfo so we can offer their enrichment solutions natively without them having to be Zoominfo/Clearbit customers.
Offer form enrichment natively for concierge/distro
Offer data enrichment natively in distro
This gives us a competitive edge with concierge because nobody is doing this yet and also helps us to catch up to some of the competition with distro as LeanData and Ringlead already do this.
We could also have several data providers, so if one provider doesn’t have data we can call a different one - making our combined solution even better and more…
6 votes -
Update Case Owner
We want to update the case owner in concierge & Handoff in the same way that the Lead or Contact owner can be updated.
1 vote -
Snowflake integration
Able to send all data into Snowflake directly.
1 vote -
Insert Suggested Times via ChurnZero
Allow Chrome extension to insert Suggested Times in ChurnZero.
1 vote -
Have the option to turn on duplicate lead creation in Salesforce
I've had a number of prospects wish that we could create duplicate leads when a meeting is booked via Chili Piper. This is a gap that Calendly hasn't figured out. Many teams I work with have a team dedicated to deduping leads in their CRM.
1 vote -
Notification on disconnect of integration
When Zoom or any other integration has a disconnect a notification email should be sent to the end-user in order to inform them.
This is already done with calendar connection, but is important for conference details as well since this can result in blank information sent to prospects.
At the very least, a notification sent at the time of booking to indicate the conference details couldn't be included.
48 votes -
Use multiple Google Calendars
As a follow up to a conversation I had with Jared Wexler, I'd like to request a feature to natively allow multiple calendars in Chili Piper. Right now, I connect CP to my work calendar (where the license is tied to), but it only accesses and blocks time from events within that calendar. As there is no sync option in Gcal between calendars (only sharing/visibility), it doesn't recognize events I'm already booked for on my other calendars. Can we investigate connecting multiple per user, with the goal of only allowing Chili Piper to book time when availability is seen across…
56 votes -
end user meeting type override
There are situations in which a global meeting type is created for all users but some users need slightly different settings depending on their role.
It would be nice if end users could override certain meeting type settings or reminder settings so they have a little more autonomy over the meeting types and reminders that get set for them.
1 vote -
Retry event update for rescheduled events
Upon an event being rescheduled, CP only attempts to update the event date and time once - if CP receives an error or the record is locked due to other updates happening, CP will not retry to update the date and time. This causes rescheduled events to not get updated to new date and time.
6 votes
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