33 results found
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Find Opportunity related to Contact instead of Account
Currently the logic behind OppOwner queue rules is to find the last modified Opportunity linked to an Account, which means that multiple Opportunities can be found for one prospect. As an option, implement a queue rule to find the Opportunity related only to the Contact, which may be more relevant in some cases.
4 votesThis is possible on the Fire platform by adding a condition in the matching filters to ensure the Contact ID on the Opportunity matches the Contact ID of the record triggering the flow.
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Use multiple Google Calendars
As a follow up to a conversation I had with Jared Wexler, I'd like to request a feature to natively allow multiple calendars in Chili Piper. Right now, I connect CP to my work calendar (where the license is tied to), but it only accesses and blocks time from events within that calendar. As there is no sync option in Gcal between calendars (only sharing/visibility), it doesn't recognize events I'm already booked for on my other calendars. Can we investigate connecting multiple per user, with the goal of only allowing Chili Piper to book time when availability is seen across…
58 votesUsers can now connect multiple calendars to be used in their availability. Check out all the details here - Multiple-Calendar Connections
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Routes - not updating SF contacts
It would be great if there was an option within queues to NOT update the Salesforce contact. we use queues for multi meetings and sometimes a client will put both names in the one first name field, or use a spouses email and their name - thus updating their contact to the wrong name.
9 votesWith the flow builder, you can decide whether to add the create and update nodes to your Router, which will allow you full customization.
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Canceled call Zap trigger
Add a trigger in the Zapier integration when a call is cancelled. This would be useful when sending calls to a spreadsheet for reporting purposes.
5 votesA 'Meeting Deleted' trigger was added in the Fire integration with Zapier
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Include event timezone in available Zapier fields
We're using the Zapier integration to log the event's assignee and start datetime to use in marketing nurture & reminder emails and texts. Right now we're defaulting to EST as that's where our HQ is, but it would be great to customize the email based on the timezone the meeting was booked in, therefore the prospect's timezone.
10 votes -
"Private" Outlook Events
We setup our Instant Booker to display the titles of our Outlook events, but thought Instant Booker would respect “private” Outlook events. We would like Instant Booker to display the time blocked off, but not display the titles of “private” Outlook events.
1 voteThis is now available on the Demand Conversion Platform. Check out the details here.
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"Workspace name" custom field in Salesforce
For large companies with multiples Workspaces, having this information available as a custom field in Salesforce can greatly help with our reporting at a level larger than Router or Queue name.
11 votesThe workspace name is now available!
More details here.
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Match CP meeting types with Hubspot meeting types
Would be cool to match them. I mean, if a certain meeting type is booked through CP, setup the fact that the meeting type that is logged in Hubspot dedicated field
19 votesHubSpot Admins!
Chili Piper now writes to the “Meeting Type” property on Meetings created by CP in HubSpot! The name of the associated Meeting Type in Chili Piper will now appear on newly created Engagements in HubSpot.
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Ability to pass specific values to Salesforce fields from a form submission
Ability to pass specific values to Salesforce fields from a form submission without having to create form fields and mapping them to a Chili Piper form where we put the field as hidden and assign a value to it.
6 votesYou can use the Field update node to update and pass any information to your CRM. Gif attached.
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Update Leads/Contacts option in CRM Actions
CRM actions only has an option to Create Lead/Contact or not create anything at all. It would be great if there's also an option to just UPDATE lead/contacts (for just existing ones) as we do not want Chili Piper to directly create leads into our CRM
3 votesUpdated in CRM actions on the Demand Conversion Platform
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Add "See prospect in crm" button to slack notifications for all booking types
"See prospect in crm" is a button in the slack notification that is sent when a meeting is booked through Instant Booker. It would be great for that to be available in the slack notification when the meeting is booked through Hot Handoff and any other booking type as well. Id argue it's most valuable for Hot Handoffs since those are transferred live, and easy and quick access to the CRM record is critical. It seems as though this would be an easy and incredibly valuable add since it's already built into other notifications and would resolve a big pain…
24 votesThis is available in DCP booking notifications show 'See prospect in CRM'
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Leverage SF integration user for booking links
Presently, if a licensed user is not connected to SF and is booking meetings with their personal booking link, Events won't write to SF. We'd like the ability to leverage the SF global integration to write Events, even if the specific user isn't connected to SF.
2 votesAll Events are now created by the integration user on Fire.
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Automatic lead to contact conversion
companies have requested to be able to have automatic lead to contact conversion
8 votesCheck out updates here for more details: https://help.chilipiper.com/hc/en-us/articles/26274868262547-Product-Updates-February-8th-2024
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