30 results found
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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 -
Set correct Time Zone when creating a Zoom Meeting
Currently when Zoom meetings are created, the UTC/GMT time appears to be being explicitly passed in the API call. This results in the Zoom Meeting being displayed in the Zoom interface in UTC/GMT as opposed to the Chili Piper User time zone or the Zoom User time zone. This is very confusing for any users that are also using the Zoom Web UI or client for meeting management and any notifications that are sent from Zoom display the GMT/UTC time zone as opposed to the "actual" time zone (CP or Zoom) of the meeting.
3 votes -
Several Improvements to Zapier Integration
The Zapier integration could use a considerable amount more work – that'd open up so many possibilities!In addition to the following:- Triggered for Cancelled Call (https://suggest.chilipiper.com/feature-requests/p/canceled-call-zap-trigger)- Including event time zone (https://suggest.chilipiper.com/feature-requests/p/include-event-timezone-in-available-zapier-fields)Zapier also could really use: *** The ability to access more test data **•Currently, Zapier can only see the first-ever meeting scheduled via my Chilipiper instance. I had a few different scenarios I need to test though (such as whether someone exists as a lead or contact in SFDC), so only having one Chilipiper event's worth of data to use in Zapier is very limiting *…
3 votes -
Update Lead Owner ONLY
Under CRM actions is an option to update owners BUT it updates both Lead and Contact owner. It will be cool to be able to update just one of them like how Create Lead works.
3 votes -
Add support for Salesforce Person Accounts
Currently Chili Piper cannot write to or create Person Accounts in Salesforce. These are unique objects that are essentially an "account" for a contact with no associated Company. Currently the only real option for customers who use Person Accounts is to have Chili Piper create leads and then the customer will convert them to Person Accounts.
2 votes -
Support RingCentral SMS for SMS Messaging/Reminders
We currently support SMS messaging/reminders with Twilio. This feature would support RingCentral SMS and enable the same feature capabilities for SMS messaging for those that use RingCentral SMS services vs companies that do not use Twilio.
2 votes -
Do Not Delete Cancelled Meetings from Outlook Calendar
When a meeting is cancelled, do not delete it from the Outlook calendar. Insert (CANCELLED) in-front of Title and update from Busy to Free.
2 votes -
Add a Zapier trigger for attempted calls
For phone queues, would be great to have a Zapier trigger that would fire if users attempt a call and are not connected for some reason, so we can trigger a Slack notification based on this.
2 votes -
Add a Zapier trigger for propsect not taking any action
While we can assign these leads, we'd love to be able to trigger Slack alerts to prompt immediate follow-up. The only Zapier actions are new meeting/rescheduled meeting - would love one for attempts.
2 votes -
Update Chili Piper Information Salesforce Fields
Currently if you book a meeting, it gets created in Salesforce as an Event. If you use the Reassign CP button, and change the Queue and Meeting Type, ALL additional Chili Piper API connected fields will NOT update on the Salesforce Event (with the exception of the top fields that are native to an Activity Object for Events i.e. Subject, Date, Time, Assigned To). We use this workaround of using "Reassign CP" if the customer has booked the wrong meeting type so we can ensure they receive the correct customer correspondence according to the type of training they will receive.…
2 votes
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