82 results found
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It would be beneficial if there was a setting we can add that will allow the customer to select the reason when cancelling meetings via HVS?
We need a way to better understand why customers are cancelling after booking with an agent. Having a feature in place that would provide the customer with a selection based on why they are cancelled would allow us to assess this data.
We see emails from customers saying they want cancel, and this moves our Salesforce lead record to "working", however does not disqualify the lead or tell us why the customer cancelled. In these situations, the agent needs to go into the CRM, find the lead and cancel. They are seeing over 1200 leads a weeks with this example.
5 votes -
Integrate with Marketo Measure (Bizzable)
Direct integration with Marketo Measure to measure impact via engagements and sources to track attribution.
Direct integration is needed because if it's fed via Salesforce, Marketo Measure considers it an offline source, leading to a loss of certain data points.
1 vote -
Stamp Next Designated Assignee into Salesforce event records
Really want this feature back from legacy to stamp the next designated assignee into Salesforce on event records.
3 votes -
mapping multiple domains for salesforce mapping
Relevant for ALL integration mapping, we have use cases where Salesforce (or the integration) uses usernames that have one domain, while the calendar account uses a different domain.
At present, if someone joins with their calendar, it cannot do automatic mapping for integrations due to the difference in domain names.
It would be great to support a global domain mapping in the integration screens so that domain.com -> email.com always, therefore if we find user@domain.com it will know to map it to user@email.com.
3 votes -
Auto Recording in Google Meets
Google Meet now allows for meetings to auto record once they start. It's a checkbox when creating the Google Meet link in Google Calendar. Could we have this added to the meeting assets? This will help our sales team.
1 vote -
Eloqua integration
Rockwell Automation (ENT org with 20k employees) said Eloqua integration is a must-have for chat
1 vote -
Edit Suggested Times Format
It would be great if we could edit the size of the buttons/font when inserting availability into an email. Right now, the buttons are huge, and it doesn't look professional or user-friendly, especially when inserted with other text.
1 vote -
Salesloft integration for Concierge
Ability to add a user to a cadence directly from Concierge setup in the Chili Piper App
1 vote -
Allow admins to "choose time zone" in the "today" node when updating a date field
Right now, admins can't choose the timezone they want "today" stamped in when we update a date field and it causes confusion when trying to check the date fields that we update. We should have the option to choose the time zone
2 votes -
Support specific Ids from URL for Hubspot customers
Support specific Ids from URL and association with any deal that isn’t the most recently modified. ChiliCal events always associate with the last modified deal, and we have no way of controlling which deal to associate the event using the smart link parameters.
We also have no ability to pull info into an invite or post information from a meeting to a custom object. We only have access to Contacts, Companies, and Deals.Not only will this let us specify which deal we want associated with each meeting invite, but it will enable us to associate the meeting with a…
1 vote -
Chilical Extension in Salesforce Classic
At this moment the ChiliCal extension is only displayed under the Lead/Contact page on the lightning version of Salesforce but not in the Classic UI. We would like to have the ability to use the extension on the Classic UI as well.
2 votes -
Booker Slack Notifications
The Chili Bot Slack app should also notify the Booker when a meeting is scheduled, rescheduled or canceled. This is critical for both the Booker & Host to be on the same page about meetings scheduled with Chili Piper so our customers have a seamless experience with our company.
1 vote -
Sync Timezone from CRM
Hi
I was just made aware that ChiliCal can do suggested Timezones when booking a meeting but it's based on the customer info being in Clearbit. It seems like there should be a way to do so using timezone in our CRM. We keep track of Timezone based on the address information we have in our CRM so it seems like we should be able to map that to the timezones in ChiliCal?
2 votes -
Attio CRM integration
Attio is a AI native CRM and younger companies are exploring this tool as they move away from Salesforce https://attio.com/
1 vote -
Customize Data for Webhook
It would be great if we were able to customize the payload that gets sent through the current webhook integration. The payload today misses data such as utms or landing page which would be beneficial to pass to our Marketing Automation platform.
1 vote -
Push a meeting sync to HubSpot if initial creation failed
Currently only meetings booked through Concierge can be manually synced to HubSpot if the initial meeting creation failed (through the Concierge logs). If the meeting is not created for a meeting booked with a scheduling link (or Handoff, but we aren't currently using this), there is no way to push a sync to HubSpot for that meeting. If I remember correctly, this was possible for all meetings on the old platform since it was an option when viewing the meeting record.
3 votes -
Book Meetings from Deals in Hubspot
Currently the Chili Piper Integration only allows for booking meetings from Contacts in the side panel within Hubspot. Being able to book meetings from Deals in Hubspot with the Contacts associated with the Deal would be a great additional feature.
2 votes -
Update CP.DataField.ContactFirstName Dynamic Field per Recipient
I've noticed that when we invite multiple guests to a call, the dynamic field CP.DataField.ContactFirstName only populates with one contact's first name. As a result, the other guests don't see their names in the meeting invite title. The same applies when we add the dynamic field to the meeting description.
It would be great if there was a way to either include all guests’ first names in the description or have it dynamically update based on each recipient.
1 vote -
Support Dynamic Highlights Panel in Salesforce for Chilical Extension
Today the handoff/schedule button from the Chilical that appears next to a Salesforce record's email only works if the record page is using the old Highlights Panel component. Since Salesforce is telling users to implement the new Dynamic Highlights Panel component it would be great if Chilical supported email fields in that new page component.
Here are the SF docs on Dynamic Highlights Panel: https://help.salesforce.com/s/articleView?id=platform.dynamic_highlights_panel.htm&type=5
1 vote -
6Sense Chat integration
6Sense integration that allows customers to tailor chat journeys to prospects based on a variety of criteria.
Leverage 6Sense data to proactively push a chat to a prospect based on data that would flag a prospect as high value/intent.
3 votes
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