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  1. We want to update the case owner in the same way that the Lead or Contact owner can be updated.

    1 vote

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    0 comments  ·  CRM Actions  ·  Admin →
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  2. Able to send all data into Snowflake directly.

    1 vote

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  3. Allow Chrome extension to insert Suggested Times in ChurnZero.

    1 vote

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  4. I've had a number of prospects wish that we could create duplicate leads when a meeting is booked via Chili Piper. This is a gap that Calendly hasn't figured out. Many teams I work with have a team dedicated to deduping leads in their CRM.

    1 vote

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  5. There are situations in which a global meeting type is created for all users but some users need slightly different settings depending on their role.

    It would be nice if end users could override certain meeting type settings or reminder settings so they have a little more autonomy over the meeting types and reminders that get set for them.

    1 vote

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  6. 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…

    2 votes

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    0 comments  ·  HubSpot CRM  ·  Admin →
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  7. 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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  8. It would be great to get a slack notification with a prospect replies via SMS instead of just an email. Many of my reps have slack pulled up with notifications on whereas emails are a bit slower to get to.

    1 vote

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    1. Have a different partnership model with Clearbit and Zoominfo so we can offer their enrichment solutions natively without them having to be Zoominfo/Clearbit customers.

    2. Offer form enrichment natively for concierge/distro

    3. Offer data enrichment natively in distro

    This gives us a competitive edge with concierge because nobody is doing this yet and also helps us to catch up to some of the competition with distro as LeanData and Ringlead already do this.

    We could also have several data providers, so if one provider doesn’t have data we can call a different one - making our combined solution even better and more…

    3 votes

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  9. Stripe integration before booking

    2 votes

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  10. HubSpot only has the Assignee and the Main Guest associated. Additional guests are not added as designed.

    It would be beneficial for my business to show all people who will or have attended meetings, including our own team members, to properly prioritize and analyze show rates and attribute deals

    1 vote

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    0 comments  ·  HubSpot CRM  ·  Admin →
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  11. Ability to receive reminder responses through Google Chat

    1 vote

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  12. 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.

    1 vote

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  13. The integration only allows for one connected number, which means we have to choose between sending SMS reminders to the UK or ROW, but not both. The ability to choose which Twilio number to use when setting reminders i.e. Alphanumeric sender ID for UK or international long codes for everywhere else would allow us to use the reminders across all markets.

    1 vote

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  14. Right now the router name is only passed to Hubspot if the contact books. Why does it not pass to Hubspot if they don't book or are disqualified? This is still important information for our reporting

    1 vote

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    0 comments  ·  HubSpot CRM  ·  Admin →
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  15. Hey there! I was just thinking that it would be really helpful if we could associate a meeting with multiple entities instead of just one. Right now, we can only choose between Ticket, Company, or Deal. But if we could select more than one option, it would definitely make things more efficient.

    1 vote

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    0 comments  ·  HubSpot CRM  ·  Admin →
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  16. 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 →
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  17. Now, to push the meeting type from CP to HubSpot, it will be required to name it the same way it reflects in HubSpot. It is not efficient to rely on the name of the meeting type to push it to HubSpot. It will be more convenient and efficient to have a dedicated property, let's say, "HubSpot Meeting Type" associated with a meeting type in CP

    3 votes

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    0 comments  ·  HubSpot CRM  ·  Admin →
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  18. Being able to book meetings directly in-app via Pendo for trial conversions/onboaring.

    2 votes

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  19. Upon an event being rescheduled, CP only attempts to update the event date and time once - if CP receives an error or the record is locked due to other updates happening, CP will not retry to update the date and time. This causes rescheduled events to not get updated to new date and time.

    6 votes

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    1 comment  ·  Salesforce  ·  Admin →
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