63 results found
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Canceled call Zap trigger
Add a trigger in the Zapier integration when a call is cancelled. This would be useful when sending calls to a spreadsheet for reporting purposes.
5 votes -
Align "Outcome" with "Booking Status"
Booking Status values should be "Booked", "Not Booked" or "No Option Presented".We have high inbound volumes, of which a significant portion are outside of our ICP. They are routed to a separate landing page rather than presented with the ability to book time, so their status in Chili Piper is "No Option Presented." However, our DQs look identical to qualified leads that have "Not Booked" in Salesforce. Both have blank Meeting Types with "Not Booked" Booking Statuses, and it makes reporting, automation, and a general lack of understanding for my salespeople a bit more tricky.
4 votes -
Custom Salesforce Meeting type names for reporting
It would be fantastic to have two options for the meeting type name, one that shows in the MeetingTypeCP field and one that is shown to the sales team. For example, we have multiple demo meeting types for different languages, such as "Demo - English", "Demo French" etc. so that the sales team can select the correct option. We'd love to be able to have them all show as "Demo" in SFDC so that we can more easily filter and report by meeting types.
5 votes -
Pass form fields to Zapier payload
Currently, the Zapier payload only has basic guest info (plus the usual assignee and booker details) but not the other form fields added. It would be great if Chili Piper can pass those data to Zapier as well.
5 votes -
Greenhouse integration
Calendly offers this integration, and deals have been lost to them as a result
5 votes -
Launch CP in SF objects with email fields, not just Leads & Contact pages
A customer uses a SF object with an email field and the calendar icon doesn't populate because we can only see Lead or Contact pages.
4 votes -
Populate SF Case details when booking via Online Booking
Currently SF Case placeholders in meeting templates populate only in IB to allow the booker to choose the Relate to field.With Online Booking, since a Case can't be selected, placeholder won't populate at all to avoid choosing an incorrect Case by default. It would be nice to improve this to populate the Case # when only one open Case is found.
3 votes -
Align "Optional" with "Available" in Google Calendar
Our SDRs hand off qualified meetings to our AEs via the Instant Booker, as well as receive new meetings from Concierge. It appears as though any meeting where a user is "optional" still shows up as "Busy" in Google Calendar, which makes booking over the top challenging.
4 votes -
Append Event manually via Chili Piper if needed
It would be great to be able to adjust where the Event is connected in Salesforce, especially if the Event failed to sync to SF. The use case is that if reps attach an Event to the wrong Case or a SF Event are fails to create due to user error, the manual creation of a new Event is very time intensive. (E.g. if I see the rep entered the email address of the customer instead of the case id, I can edit the event to look for x case ID and then retry sync to SF.)
4 votes -
Marketo Direct Integration
The ability to Chili Piper instance with a Marketo instance directly that can:- Create/Update leads in Marketo- Create Custom Activity for Meetings Booked, Reschedules, and Cancellation
3 votes -
Update Leads/Contacts option in CRM Actions
CRM actions only has an option to Create Lead/Contact or not create anything at all. It would be great if there's also an option to just UPDATE lead/contacts (for just existing ones) as we do not want Chili Piper to directly create leads into our CRM
3 votes -
Populate meeting date in a contact/lead field
We want the ability to capture the "meeting scheduled date" as a value for a contact/lead object field. This would help with all kinds of operational flows in Salesforce and connected systems (like Hubspot).
4 votes -
Checkbox Trigger to Return No Shows back to the Bookers name as the Contact/Lead Owner
ex: SDR books a meeting for the AE and a no show for the meeting is marked - it should auto notify the SDR and return the lead/contact back to the SDR's nameAnd SDR should be sent a notification of the no show
3 votes -
Front Integration
It would be awesome if Chili Piper could integrate with Front!
3 votes -
Find Opportunity related to Contact instead of Account
Currently the logic behind OppOwner queue rules is to find the last modified Opportunity linked to an Account, which means that multiple Opportunities can be found for one prospect. As an option, implement a queue rule to find the Opportunity related only to the Contact, which may be more relevant in some cases.
3 votes -
Events: option to add notes after a meeting
After an onsite meeting concludes, email or text the assignee with an option to log notes to the activity record for the meeting. Especially helpful for onsite meetings at events where reps are not carrying their laptop.
3 votes -
Attach events to closed opps in salesforce
We'd love the option to have Chili Piper relate an event to a closed opportunity, especially in scenarios when we are using a smart booking link with that opp ID. This is helpful when we have a prospect return to us after being closed lost. We also have team members who work out of closed won opportunities (sale is final, but product needs to be delivered).
2 votes -
Integration with Xant (Playbooks)
Our team is using Xant's cadence tool, Playbooks. We have seen a drastic increase in meetings booked using the "Instant Booking Link" capabilities provided by Chili Piper but we cannot use this functionality in Playbooks. If this integration was set up, we would be more likely to add more of our team to Chili Piper as our sales team is moving towards adopting Playbooks fully.
3 votes -
Create Deals in Hubspot, not just Contacts
Right now, CP can create contacts in Hubspot but not deals. Would be great
3 votes -
Add Round Robin Details to Zapier Integration
It would be beneficial for our reps to understand where they sit in the Round Robin when receiving a meeting. By adding this to the Zapier Integration we can push this to Slack to inform the Reps.
3 votes
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