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How can we improve Chili Piper?

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16 results found

  1. 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

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    0 comments  ·  New  ·  Admin →

  2. 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

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    Released  ·  2 comments  ·  New  ·  Admin →

  3. 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 votes

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    0 comments  ·  HubSpot CRM  ·  Admin →

  4. Customizable color branding for suggested times

    70 votes

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    1 comment  ·  GCal  ·  Admin →

  5. 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 votes

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    0 comments  ·  Video Conferencing  ·  Admin →

  6. 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 votes

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    0 comments  ·  Slack  ·  Admin →

  7. 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 votes

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    2 comments  ·  HubSpot CRM  ·  Admin →
    Released  ·  Todd Bracken responded

    HubSpot 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.

  8. 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 duplicates

    1 vote

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    0 comments  ·  HubSpot CRM  ·  Admin →

  9. Hubspot No Shows

    Would like the ability to mark no shows directly in Hubspot

    4 votes

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    0 comments  ·  HubSpot CRM  ·  Admin →

  10. "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 votes

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    1 comment  ·  Salesforce  ·  Admin →

  11. 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

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    Released  ·  0 comments  ·  Zapier  ·  Admin →

  12. 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 vote

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    0 comments  ·  Salesforce  ·  Admin →

  13. 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 vote

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    0 comments  ·  New  ·  Admin →

  14. Automatic lead to contact conversion

    companies have requested to be able to have automatic lead to contact conversion

    8 votes

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    0 comments  ·  CRM Actions  ·  Admin →

  15. 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

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    1 comment  ·  CRM Actions  ·  Admin →

  16. "Private" Outlook Events

    We setup our Instant Booker to display the titles of our Outlook events, but thought Instant Booker would respect “private” Outlook events. We would like Instant Booker to display the time blocked off, but not display the titles of “private” Outlook events.

    1 vote

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    0 comments  ·  Outlook  ·  Admin →
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