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79 results found

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

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  2. Integrate with other SMS providers, not just Twilio. Take a look at ClickSend instead :)

    1 vote

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  3. 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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  4. 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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  5. Able to send all data into Snowflake directly.

    1 vote

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

    1 vote

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  7. It would be great to get a slack notification with a prospect replies via SMS instead of just an email. Many of my reps have slack pulled up with notifications on whereas emails are a bit slower to get to.

    1 vote

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  8. HubSpot only has the Assignee and the Main Guest associated. Additional guests are not added as designed.

    It would be beneficial for my business to show all people who will or have attended meetings, including our own team members, to properly prioritize and analyze show rates and attribute deals

    2 votes

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    0 comments  ·  HubSpot CRM  ·  Admin →
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  9. The integration only allows for one connected number, which means we have to choose between sending SMS reminders to the UK or ROW, but not both. The ability to choose which Twilio number to use when setting reminders i.e. Alphanumeric sender ID for UK or international long codes for everywhere else would allow us to use the reminders across all markets.

    2 votes

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  10. Now, to push the meeting type from CP to HubSpot, it will be required to name it the same way it reflects in HubSpot. It is not efficient to rely on the name of the meeting type to push it to HubSpot. It will be more convenient and efficient to have a dedicated property, let's say, "HubSpot Meeting Type" associated with a meeting type in CP

    4 votes

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    0 comments  ·  HubSpot CRM  ·  Admin →
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  11. Being able to book meetings directly in-app via Pendo for trial conversions/onboaring.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  12. Upon an event being rescheduled, CP only attempts to update the event date and time once - if CP receives an error or the record is locked due to other updates happening, CP will not retry to update the date and time. This causes rescheduled events to not get updated to new date and time.

    6 votes

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    1 comment  ·  Salesforce  ·  Admin →
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  13. We have more that one automation firing (from other systems) at the point a new lead gets created. This can sometimes cause duplicate records to get created in Salesforce. I would like the option to add a delay (wait 5 minutes for example) to the creation of a new lead at the point the prospect books a meeting. So that if the lead has already been created in Salesforce, chili will simply update the booking fields for the existing lead rather than creating the lead instantly.

    3 votes

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    0 comments  ·  Salesforce  ·  Admin →
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  14. Currently, there is only the option to set who the meeting activity in Hubspot is assigned to and Chilipiper passes no value for who created the engagement.

    For ease of reporting, it is essential to capture both when working with an SDR <> AE handoff.

    For example;

    If Frank, an SDR, books a meeting for Don, an AE, the Hubspot meeting should have the following information;

    Activity Created by Frank
    Activity Assigned to Don

    Currently Don is being assigned but Frank is not showing in Activity Created By because of Chilipiper limitations in writing that information over.

    The proposed workarounds…

    9 votes

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    0 comments  ·  HubSpot CRM  ·  Admin →
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  15. In addition to being able to book a meeting from Hubspot contact record, it would be big time saver to be able to insert proposed meetings times into an email we are sending to a contact from within Hubspot.

    7 votes

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    0 comments  ·  HubSpot CRM  ·  Admin →
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  16. Would be helpful to have the meeting record in HubSpot marked with a Meeting Outcome of Completed via the integration. Would also need to be sure that any meeting marked as Completed could also be updated to a No-Show when the prospect is marked as not attending in Chili Piper.

    11 votes

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    1 comment  ·  HubSpot CRM  ·  Admin →
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  17. It would be very useful to connect a general group calendar to Chili Piper. When new CSM's/Professional Services employees are hired, often their start dates are a few weeks from when they accept the offer and they do not get a company email account until they start. Customer trainings are constantly being scheduled, and we would like to schedule trainings with our new reps. Allowing us to book onto a general group calendar would allow us to continue scheduling trainings before the new rep starts.

    4 votes

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  18. 6 votes

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    1 comment  ·  Other  ·  Admin →
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  19. 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.

    10 votes

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    0 comments  ·  HubSpot CRM  ·  Admin →
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  20. Track no-shows automatically with Gong integration

    3 votes

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    0 comments  ·  Other  ·  Admin →
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