108 results found
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It would be beneficial if there was a setting we can add that will allow the customer to select the reason when cancelling meetings via HVS?
We need a way to better understand why customers are cancelling after booking with an agent. Having a feature in place that would provide the customer with a selection based on why they are cancelled would allow us to assess this data.
We see emails from customers saying they want cancel, and this moves our Salesforce lead record to "working", however does not disqualify the lead or tell us why the customer cancelled. In these situations, the agent needs to go into the CRM, find the lead and cancel. They are seeing over 1200 leads a weeks with this example.
1 vote -
API to check availability & book meetings
Hi! I desperately need an API to check chilipiper availability & book meetings. Please help.
1 vote -
Distrubution API Endpoint Improvements
Endpoint for Distribution Reading / Reporting. Currently the API allows you to list the IDs of all the distributions, but theres no way to get information beyond just the ID. Being able to read and report on it would be hugely useful.
1 vote -
Push a meeting sync to HubSpot if initial creation failed
Currently only meetings booked through Concierge can be manually synced to HubSpot if the initial meeting creation failed (through the Concierge logs). If the meeting is not created for a meeting booked with a scheduling link (or Handoff, but we aren't currently using this), there is no way to push a sync to HubSpot for that meeting. If I remember correctly, this was possible for all meetings on the old platform since it was an option when viewing the meeting record.
1 vote -
Email notification on failure of an integration
Over the weekend we had an integration failure between Chili Piper and Salesforce. Would it be possible to get email notifications when an integration failure occurs?
The in-app banner is really only useful if one of our admins happens to be logged in that particular day.
1 vote -
Display lists of Scheduling Links in Alphabetical Order
We have a long (8+) list of Round Robin meetings that our agents can choose from. It seems like this list is always rearranging itself, perhaps by most recently updated. This list should remain in alphabetical order. It is disorienting and inefficient for our Sales Agents to hunt for the correct meeting each time. Given that our meetings have similar names (ex. Community X Meeting Type A, Community X Meeting Type B, Community X Meeting Type C, Community Y Meeting Type A, etc), it is so much easier to select the wrong meeting from a list when they are listed…
1 vote -
When scheduling an email from Outlook, don't include the Booker as a (redundant) Guest
When you schedule a meeting from Outlook using the plugin, EVERYONE on the email gets added as a required guest. The Booker's role in the meeting is controlled by the meeting type/meeting link settings, and adding the meeting booker as a guest creates an extra step of needing to remove the redundant email address.
For example, when I am scheduling a basic 30 minute meeting between myself and some other people from an email chain, as the Booker I'm the meeting owner. It doesn't make sense for me to be included again as a guest. If I'm scheduling a Round…
1 vote -
Platform Encyrption
Account for orgs that are using Platform Encryption to encrypt personal identification fields i.e. email address on Accounts and Contacts.
1 vote -
All properties passed to HubSpot should align with the most recent event
Use case: 'lost and return' and 'churn and return' contacts coming through the pipeline booking demos.
I've noticed the HubSpot integration has some room for improvement. Currently, most properties that are passed to HubSpot are only updated when they last occurred. So for example, if a prospect 'no showed' 2 years ago, came back through the pipeline and booked today they still appear as a no show. We use this property (and others) in HubSpot automations, which are now misfiring. While I could solve for this on the HubSpot side, it's a clunky solution that would be more complex than…
1 vote -
Integrate with Aircall for SMS & Phone
Provide an integration with Aircall for SMS and Phone integration with calendar app
2 votes -
Suggested times via Gainsight
For post-sales reps that are emailing out of Gainsight, this would be super valuable.
2 votes -
Integrate with ClickSend SMS
Integrate with other SMS providers, not just Twilio. Take a look at ClickSend instead :)
1 vote -
Email or Slack Notification when a Salesforce Event fails to create.
We have an automation in Salesforce that triggers off the Event creation by chilipiper. When that fails, the rest of the automation fails to trigger. Since there is no notification from Chilipiper that the Event failed to create we often don't find out about the issues until many days after the automation was supposed to trigger. If there was some sort of notification from Chiliper that an Event failed to create we could investigate it immediately.
2 votes -
Pass Workspace name in payload
When Zapier receives the New Meeting payload, Event Workspace only shows up if the meeting is booked via a router but if it's via Meeting Type link, it is not passing it. I think it's crucial to pass that info no matter how a meeting is booked. It's a big help in grouping your actions in your automation
4 votes -
Don't require Hubspot admin licenses for end users to use Chili Piper
Better Hubspot extension - not having to set the user as super admins in Hubspot in order to synch their accounts.
2 votes -
Allow Out Of Office to Block Calendar if Office365 and not just "Busy".
Very often, customers set themselves to "Out of Office" in Outlook and they expect to not receive bookings on their calendar. Right now, Chili Piper only sees "busy" as a block but it would be nice if Chili Piper also saw "Out of Office" as busy as that is normal practice for companies.
1 vote -
Update Case Owner
We want to update the case owner in concierge & Handoff in the same way that the Lead or Contact owner can be updated.
1 vote -
Snowflake integration
Able to send all data into Snowflake directly.
1 vote -
Insert Suggested Times via ChurnZero
Allow Chrome extension to insert Suggested Times in ChurnZero.
1 vote -
Have the option to turn on duplicate lead creation in Salesforce
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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