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  1. Would like the ability to mark no shows directly in Hubspot

    1 vote

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    0 comments  ·  HubSpot CRM  ·  Admin →
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  2. 3 votes

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  3. Enable admins to define what meeting types and from what workspaces will sync to sfdc. We need the option not to sync private meeting types to sfdc (lead creation and meeting creation). It will also be useful the have the option to prevent specific meeting types from the general workspace to sync.

    1 vote

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  4. Map each meting type to a different value under the meeting type field in sfdc.

    1 vote

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  5. I would love to be able to use CP to fire off a webhook that I can catch with Zapier to engage a workflow in HS OR engage a workflow directly in HubSpot for a contact.

    Essentially, instead of the reminder firing off an email through CP It would trigger the webhook or a HS workflow that does whatever I tell it to at the time of the reminder firing.

    For me I would send a marketing email and SMS message. This would be triggered once per associated contact.

    This would allow users to bypass the silly reminders@chilipiper.com email and…

    1 vote

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    0 comments  ·  HubSpot CRM  ·  Admin →
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  6. I would like to see in Hubspot when a prospect clicked on the reminder email and if they replied to the email I'd like that email to come into HubSpot CRM as well so I can reply back.

    1 vote

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    0 comments  ·  HubSpot CRM  ·  Admin →
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  7. I'd like IB to pick up on the time zone my Main Guest's contact record is set to (If known) so I don't have to remember to select the correct time zone.

    Much of the time a prospect has already booked a meeting in the past and the time zone property (native to HS) is set by their cookie.

    Using their time zone in IB would be amazing and a big time saver.

    1 vote

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    0 comments  ·  HubSpot CRM  ·  Admin →
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  8. Don't auto-change name of contact or other details such as phone number (only add the event and associate it with the contact). Overwriting previously entered details is causing problems (such as "STEVE" or "steve" when personalized mass email blasts go out).

    1 vote

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  9. Currently the CP > Intercom integration can only be used to send suggested times in Intercom chats. If added to the homepage, those sent times will still show in the Intercom app, even after the suggested time has passed and are in the past.

    It would be ideal if the times shown in the Intercom app were not in the past and could be shown as upcoming availability, similar to the Zoom Webinars app is set up, they allow you to pull 3 upcoming webinars.

    See current user experience- https://www.loom.com/share/e32c0985e9e94a21871d3cd8dbaff699

    1 vote

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    0 comments  ·  Intercom  ·  Admin →
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  10. “Keep the meeting in Salesforce” setting should still apply to personal meeting types. We could do this by:

    -Inheriting the setting from the User's Default Workspace
    -Add Events/Delete setting to Personal Workspace CRM Actions
    - Or a (global) Super Admin setting to control this per user.

    See https://floatingapps.atlassian.net/browse/CPP-8933 for more details.

    1 vote

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  11. Track no-shows automatically with Gong integration

    1 vote

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  12. Ability to insert suggested times into LinkedIn messages.

    1 vote

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  13. Ability to create schedules and calendar blocks on each users calendar based on a custom object in salesforce

    1 vote

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    0 comments  ·  Salesforce  ·  Admin →
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  14. Our new G2 Integration is awesome. However, it lacks country routing which is critical to so manyof our customers.

    G2 also seems to pull country from IP and pass that to my customers CRM so the data is available.

    Would be great to get that data passed to us asap so we can include country routing rules.

    10 votes

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    1 comment  ·  New  ·  Admin →
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  15. Lead Record Type and Account Record Type (RecordTypeId) are used to distinguish between different types of leads/accounts in our CRM. These fields aren't available for mapping or setting as hidden fields in Chili Piper. It would be very helpful to be able to set this on the lead, since we use CP for scheduling calls for different record types.

    1 vote

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    0 comments  ·  Salesforce  ·  Admin →
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  16. Lead Record Type and Account Record Type (RecordTypeId) are used to distinguish between different types of leads/accounts in our CRM. These fields aren't available for mapping or setting as hidden fields in Chili Piper. It would be very helpful to be able to set this on the lead, since we use CP for scheduling calls for different record types.

    1 vote

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    0 comments  ·  Salesforce  ·  Admin →
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  17. When Zoom or any other integration has a disconnect a notification email should be sent to the end-user in order to inform them.

    This is already done with calendar connection, but is important for conference details as well since this can result in blank information sent to prospects.

    At the very least, a notification sent at the time of booking to indicate the conference details couldn't be included.

    4 votes

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    2 comments  ·  Zoom  ·  Admin →
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  18. Brightwheel is requesting that we change the phone number that our phone calls are made from to a single-party consent state.

    38 states are currently single-party consent states, but unfortunately the phone number dial from is not one of them, therefore Brightwheel is not able to legally record the calls that come into their reps on the "call me now" calls.

    2 votes

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  19. Add Slack app which can serve as a reminder for an upcoming meeting with the meeting blurb, enable quick joining to the Zoom/GMeet and allow updating the meeting status (Attended, No-Show) from within Slack.

    2 votes

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    0 comments  ·  Slack  ·  Admin →
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  20. Use Case: As a regular occurrence, I will suggest meeting times using the buttons in Gmail after having built my meeting around internal and multiple external attendees. If 1-2 weeks ago by without the meeting being booked and I want to present new options using buttons, I have to rebuild the entire meeting. Can you implement "Suggest New Times" link that pulls in all of the same invitees, meeting type and details I may have modified (subject line, body)?

    2 votes

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    Idea  ·  0 comments  ·  GCal  ·  Admin →
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