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  1. 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 vote

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    0 comments  ·  Slack  ·  Admin →
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  2. 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

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  3. 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

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    0 comments  ·  CRM Actions  ·  Admin →
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  4. 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

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  5. 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

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    0 comments  ·  HubSpot CRM  ·  Admin →
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  6. 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

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    0 comments  ·  Outlook  ·  Admin →
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  7. Account for orgs that are using Platform Encryption to encrypt personal identification fields i.e. email address on Accounts and Contacts.

    1 vote

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    0 comments  ·  Salesforce  ·  Admin →
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  8. 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

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    0 comments  ·  HubSpot CRM  ·  Admin →
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  9. Provide an integration with Aircall for SMS and Phone integration with calendar app

    2 votes

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  10. For post-sales reps that are emailing out of Gainsight, this would be super valuable.

    2 votes

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  11. Integrate with other SMS providers, not just Twilio. Take a look at ClickSend instead :)

    1 vote

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    0 comments  ·  Salesforce  ·  Admin →
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  12. 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

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  13. 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

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    0 comments  ·  Zapier  ·  Admin →
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  14. Better Hubspot extension - not having to set the user as super admins in Hubspot in order to synch their accounts.

    2 votes

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    0 comments  ·  HubSpot CRM  ·  Admin →
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  15. 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

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    0 comments  ·  Outlook  ·  Admin →
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  16. 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

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

    1 vote

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

    1 vote

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  19. 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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    0 comments  ·  Salesforce  ·  Admin →
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  20. 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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