21 results found
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Clickable CRM Link on ALL slack ChilinBot Notifications
When a slack notification comes in from ChilinBot, it only shows the "see prospect in CRM" for the cancellation.
Having that option for all notifications would be ideal.
1 voteYou can now 'see Prospect in CRM' for all relevant Slack notifications!
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Integration with Sales Engagement or Outreach Automation tool in Distro
Ability to add a user to a cadence directly from distro or concierge setup in the Chili Piper App
5 votes -
Display chili piper booking icon on profile page of Gong Engage
Display chili piper booking icon on profile page of Gong Engage. Currently the Chili Piper booker icon is only available if you hover over a profile within Gong Engage, but not when you're actually on the profile page. The users of Talroo will be on the profile page.
5 votes -
Hubspot Calendar Sync
If a Hubspot is the CRM used with Chili Piper, Hubspot Calendar Sync must be turned off in order to not get duplicate meetings created by Chili Piper. Not everyone can do this as calendar events can often be created outside Chili Piper and need to be logged into Hubspot. The forces someone to either turn of calendar sync which will cause them to loose meetings or turn off event creation in Chili Piper which will cause them to loose important meeting information sent from Chili Piper.
There should be an option to avoid this. Perhaps a way to sync…
3 votesThis is solved with our Demand Conversion Platform with Hubspot!
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70 votes
Available with ChiliCal in DCP through the Chrome Extension
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Ability to use Hot Handoff from Hubspot using an icon similar to the Salesforce integration.
Ability to use Hot Handoff from Hubspot using an icon similar to the Salesforce integration. Currently, Hubspot users can only use hot handoff from an existing invitation email within gmail.
6 votesHot handoff is now available in the ChiliCal Scheduler, and where you open the scheduler in Hubspot. Video attached!
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Microsoft Teams Conference Support for GCal Customer
I use Google Calendar but have access to Microsoft Teams and would like the ability to add that as a conference option for my meeting types.
Currently, Microsoft Teams is only available to be added as a conference option for users with Outlook integration - Google Calendar users will have the Google Meet option enabled.
2 votesThis is now available on the Demand Conversion Platform! More details here.
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Add "See prospect in crm" button to slack notifications for all booking types
"See prospect in crm" is a button in the slack notification that is sent when a meeting is booked through Instant Booker. It would be great for that to be available in the slack notification when the meeting is booked through Hot Handoff and any other booking type as well. Id argue it's most valuable for Hot Handoffs since those are transferred live, and easy and quick access to the CRM record is critical. It seems as though this would be an easy and incredibly valuable add since it's already built into other notifications and would resolve a big pain…
24 votesThis is available in DCP booking notifications show 'See prospect in CRM'
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Match CP meeting types with Hubspot meeting types
Would be cool to match them. I mean, if a certain meeting type is booked through CP, setup the fact that the meeting type that is logged in Hubspot dedicated field
19 votesHubSpot Admins!
Chili Piper now writes to the “Meeting Type” property on Meetings created by CP in HubSpot! The name of the associated Meeting Type in Chili Piper will now appear on newly created Engagements in HubSpot.
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Update contact owner even when engagements aren't created
Today - if we set CRM actions to not create engagements in Hubspot, ChiliPiper doesn't update the Contact owner
The 2 actions shouldn't impact one another. This forces us to keep engagement creation on, so both ChiliPiper and our GCal integration create an engagement in Hubspot - and all CP meetings create Hubspot duplicates1 voteHello! This is now updated on the Demand Conversion platform.
- We do not create duplicate calendar events anymore
- You can customize update contact owner and not creating engagements
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Hubspot No Shows
Would like the ability to mark no shows directly in Hubspot
4 votesReleased in 2022! https://cp.canny.io/changelog/hubspot-meeting-outcome-property
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"Workspace name" custom field in Salesforce
For large companies with multiples Workspaces, having this information available as a custom field in Salesforce can greatly help with our reporting at a level larger than Router or Queue name.
11 votesThe workspace name is now available!
More details here.
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CRM Actions - Events / Delete for Personal Meeting Types
“Keep the meeting in Salesforce” setting should still apply to personal meeting types. We could do this by:
-Inheriting the setting from the User's Default Workspace
-Add Events/Delete setting to Personal Workspace CRM Actions
- Or a (global) Super Admin setting to control this per user.See https://floatingapps.atlassian.net/browse/CPP-8933 for more details.
5 votesIn ChiliCal User Controls > CRM Permission you can adjust the create event node with 'delete event upon meeting cancelation'. These settings are used for Personal Meeting types. Screenshot attached
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Include event timezone in available Zapier fields
We're using the Zapier integration to log the event's assignee and start datetime to use in marketing nurture & reminder emails and texts. Right now we're defaulting to EST as that's where our HQ is, but it would be great to customize the email based on the timezone the meeting was booked in, therefore the prospect's timezone.
10 votes -
Event Booker in Salesforce (Rep to Closer pairing)
Allow for other people to be listed as event booker in CRM (DCSF). I am an SDR and I have an Account Executive pairing. I would like to be able to send my pairing's link while then being able to still get credit on the meeting as the event booker just as you are able to with the Gmail integration.
1 voteThis is currently a functionality of Chili Piper - you can track this by adding a ?by= parameter at the end of your link adding your name.
For example: https://calendar.na.chilipiper.com/book/me/elyssa-stewart?by=gaines-murfee This will track Gaines as the booker of the meeting on by calendar in the CRM.
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Create proposed meeting date/times from within Chili Piper, not just the Gmail email draft
The ability to insert proposed meeting dates/times into the gmail email draft is great, but also very limiting as we use an email management tool to manage our many gmail inboxes. Therefore, we do not have access to using the Chili Piper chrome extension.
Obviously an integration with our email management tool would be ideal, but another way around this would be if we could create the proposed meeting times from within Chili Piper.com, copy the selected dates/times then we could paste them into the body of an email.
For Instance, maybe in the Instant Booker tool, not only be…
1 voteYou can now copy suggested times in the ChiliCal command center! You can use through command + m.
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Routes - not updating SF contacts
It would be great if there was an option within queues to NOT update the Salesforce contact. we use queues for multi meetings and sometimes a client will put both names in the one first name field, or use a spouses email and their name - thus updating their contact to the wrong name.
9 votesWith the flow builder, you can decide whether to add the create and update nodes to your Router, which will allow you full customization.
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Automatic lead to contact conversion
companies have requested to be able to have automatic lead to contact conversion
8 votesCheck out updates here for more details: https://help.chilipiper.com/hc/en-us/articles/26274868262547-Product-Updates-February-8th-2024
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Ability to pass specific values to Salesforce fields from a form submission
Ability to pass specific values to Salesforce fields from a form submission without having to create form fields and mapping them to a Chili Piper form where we put the field as hidden and assign a value to it.
6 votesYou can use the Field update node to update and pass any information to your CRM. Gif attached.
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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 votesUpdated in CRM actions on the Demand Conversion Platform
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