51 results found
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Integration with Lift AI
Direct integration with Lift AI to allow triggering journeys based on a buying intent score, which their proprietary model calculates.
7 votes -
Execution Delay Step in Concierge Workflow
Context: We utilize a custom implementation where a third-party form creates leads in Salesforce via API. We have strictly disabled Chili Piper's permission to create new leads to prevent duplicates/conflicts.
Problem: A race condition exists between the form tool's API call and Chili Piper's execution.
Prospect submits form.
Chili Piper Concierge triggers immediately and attempts to write booking data to Salesforce.
Chili Piper searches for the lead email but returns null because the form tool is still processing the creation request.
Chili Piper fails to update the lead (as it does not exist yet) and fails to create a new…
3 votes -
Ability to use the Lead object with Hubspot integration
Expanding our Hubspot integration to be able to use the Lead object
1 vote -
Allow for Chilipiper License Status to be displayed in SFDC
Currently we can only see a user's licenses on Chilipiper, but I was wondering if it was possible for us to create a custom user field in SFDC (license status for ex.) and have said field populated based on whether or not the user has a license in Chilipiper. This would require a bidirectional sync in order to work, but would make reporting much easier for us.
1 vote -
Redirect on HubSpot multistep forms without form submission
HubSpot allows you to have multi step forms where you click a CTA to move forward and eventually submit the form. To redirect using CP, they have to actually submit the form. It would be nice to redirect them when clicking the first CTA instead of the final submit.
Example use case: I sell a product to HVAC companies. However, sometimes a homeowner fills out a form on my website because they saw my company's name. Today, they will use a drop down to say "I am a homeowner" and have to fully submit the form before I redirect them…
1 vote -
Be able to push "Booker" field to CRM (Hubspot or Salesforce)
We need to Be able to push "Booker" field to CRM (Hubspot or Salesforce).
2 votes -
Alerts to admins
I'd like to have a way to be notified of delays that can affect the CRM record creation/updates
5 votes -
Webhook resend
Currently, when a custom webhook (e.g., sending appointment data to an external endpoint like Power Automate) fails due to issues on the receiving end, Chili Piper dont logs the failure and does not provide an option for admins to manually resend the specific failed event(s) from the Meetings Activity or Events History dashboard. Support has confirmed there is no built-in mechanism to re-trigger these failed webhook payloads, which creates operational challenges, such as manual recreation of appointments or reliance on API workarounds. This is particularly impactful for high-volume users where failures (e.g., due to endpoint timeouts) can lead to missed…
5 votes -
Integrate with Marketo Measure (Bizzable)
Direct integration with Marketo Measure to measure impact via engagements and sources to track attribution.
Direct integration is needed because if it's fed via Salesforce, Marketo Measure considers it an offline source, leading to a loss of certain data points.
1 vote -
Auto Recording in Google Meets
Google Meet now allows for meetings to auto record once they start. It's a checkbox when creating the Google Meet link in Google Calendar. Could we have this added to the meeting assets? This will help our sales team.
1 vote -
Edit Suggested Times Format
It would be great if we could edit the size of the buttons/font when inserting availability into an email. Right now, the buttons are huge, and it doesn't look professional or user-friendly, especially when inserted with other text.
1 vote -
Support specific Ids from URL for Hubspot customers
Support specific Ids from URL and association with any deal that isn’t the most recently modified. ChiliCal events always associate with the last modified deal, and we have no way of controlling which deal to associate the event using the smart link parameters.
We also have no ability to pull info into an invite or post information from a meeting to a custom object. We only have access to Contacts, Companies, and Deals.Not only will this let us specify which deal we want associated with each meeting invite, but it will enable us to associate the meeting with a…
1 vote -
Webhook Filtering
We're currently leveraging the Chili Piper new meetings webhook to automate a critical sales process that previously required significant manual effort (hours daily for data export, filtering, and formatting for Eloqua). This automation has greatly improved efficiency.
However, the current webhook functionality sends all concierge meeting data. This necessitates an additional filtering step within our Power Automate flow to exclude data from concierges we don't need to consume via the webhook. This adds an unnecessary layer of processing on our end and potentially increases data transfer overhead for Chili Piper.
We request a modification to the Chili Piper webhook configuration…
6 votes -
Map the meeting invite emails and the meeting reminder emails over to salesforce
The reminder emails that chili piper sends to guests, as well as the initial meeting invite email that chili piper sends when the guest books their demo, can those emails be mapped over to salesforce so we can see a history of them on the Lead/Contact record?
Our reps work in salesforce and gong and being able to confirm whether those emails have been sent, and whether they were opened, in the place they are usually working would be great.
2 votes -
Salesloft integration for Concierge
Ability to add a user to a cadence directly from Concierge setup in the Chili Piper App
1 vote -
Allow admins to "choose time zone" in the "today" node when updating a date field
Right now, admins can't choose the timezone they want "today" stamped in when we update a date field and it causes confusion when trying to check the date fields that we update. We should have the option to choose the time zone
2 votes -
Update CP.DataField.ContactFirstName Dynamic Field per Recipient
I've noticed that when we invite multiple guests to a call, the dynamic field CP.DataField.ContactFirstName only populates with one contact's first name. As a result, the other guests don't see their names in the meeting invite title. The same applies when we add the dynamic field to the meeting description.
It would be great if there was a way to either include all guests’ first names in the description or have it dynamically update based on each recipient.
1 vote -
Support Dynamic Highlights Panel in Salesforce for Chilical Extension
Today the handoff/schedule button from the Chilical that appears next to a Salesforce record's email only works if the record page is using the old Highlights Panel component. Since Salesforce is telling users to implement the new Dynamic Highlights Panel component it would be great if Chilical supported email fields in that new page component.
Here are the SF docs on Dynamic Highlights Panel: https://help.salesforce.com/s/articleView?id=platform.dynamic_highlights_panel.htm&type=5
1 vote -
Booker Slack Notifications
The Chili Bot Slack app should also notify the Booker when a meeting is scheduled, rescheduled or canceled. This is critical for both the Booker & Host to be on the same page about meetings scheduled with Chili Piper so our customers have a seamless experience with our company.
1 vote -
mapping multiple domains for salesforce mapping
Relevant for ALL integration mapping, we have use cases where Salesforce (or the integration) uses usernames that have one domain, while the calendar account uses a different domain.
At present, if someone joins with their calendar, it cannot do automatic mapping for integrations due to the difference in domain names.
It would be great to support a global domain mapping in the integration screens so that domain.com -> email.com always, therefore if we find user@domain.com it will know to map it to user@email.com.
3 votes
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