63 results found
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Form Mapping for Events in Salesforce
Just like there is already Form Mapping that allows to modify fields on the lead/contact, this should also be enable for the Event object in Salesforce.
12 votes -
Update Lead Owner ONLY
Under CRM actions is an option to update owners BUT it updates both Lead and Contact owner. It will be cool to be able to update just one of them like how Create Lead works.
2 votes -
Pass form fields to Zapier payload
Currently, the Zapier payload only has basic guest info (plus the usual assignee and booker details) but not the other form fields added. It would be great if Chili Piper can pass those data to Zapier as well.
5 votes -
Add a Zapier trigger for attempted calls
For phone queues, would be great to have a Zapier trigger that would fire if users attempt a call and are not connected for some reason, so we can trigger a Slack notification based on this.
2 votes -
Add a Zapier trigger for propsect not taking any action
While we can assign these leads, we'd love to be able to trigger Slack alerts to prompt immediate follow-up. The only Zapier actions are new meeting/rescheduled meeting - would love one for attempts.
2 votes -
Add Round Robin Details to Zapier Integration
It would be beneficial for our reps to understand where they sit in the Round Robin when receiving a meeting. By adding this to the Zapier Integration we can push this to Slack to inform the Reps.
3 votes -
"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 votes -
Integrate Concierge with ActiveCampaign
Add ActiveCampaign as a supported marketing CRM (in addition to HubSpot and Salesforce).
2 votes -
Update Chili Piper Information Salesforce Fields
Currently if you book a meeting, it gets created in Salesforce as an Event. If you use the Reassign CP button, and change the Queue and Meeting Type, ALL additional Chili Piper API connected fields will NOT update on the Salesforce Event (with the exception of the top fields that are native to an Activity Object for Events i.e. Subject, Date, Time, Assigned To). We use this workaround of using "Reassign CP" if the customer has booked the wrong meeting type so we can ensure they receive the correct customer correspondence according to the type of training they will receive.…
2 votes -
Append Event manually via Chili Piper if needed
It would be great to be able to adjust where the Event is connected in Salesforce, especially if the Event failed to sync to SF. The use case is that if reps attach an Event to the wrong Case or a SF Event are fails to create due to user error, the manual creation of a new Event is very time intensive. (E.g. if I see the rep entered the email address of the customer instead of the case id, I can edit the event to look for x case ID and then retry sync to SF.)
4 votes -
Automate No-Show toggle update with native Zoom integration
We would like to automate the no-show toggled if no external participant joins the Zoom call. This would massively increase reporting accuracy and reduce AE workload
34 votes -
Improvements to Slack Integration
It would be a huge quality of life improvement for the Slack integration to be updated. Right now we send a Slack message to a channel which:1) Tags the meeting assignee2) Tags the Lead/Contact owner3) Includes event details (date/time/meeting type)4) Includes meeting context (we ask for additional details on the marketo form used for Concierge routing)Right now this process is managed via Zaper (which is really cumbersome -- see https://suggest.chilipiper.com/feature-requests/p/several-improvements-to-zapier-integration)It need to maintain 3 different Zap workflows – one each for existing leads, existing contacts, and net-new LeadsIn addition to the Slack alert replicating my functionality below, being able to…
15 votes -
Lever Integration
We use Chili Piper for all of our meeting scheduling, mostly on the Sales side. We also use it to schedule inteviews for hiring processes but it doesn't feed into Lever, creating additional work for us. It would be awesome to have Chili Piper send information to Lever for certain meeting types like candidate emails and meeting times/locations.
2 votes -
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 votes -
Greenhouse integration
Calendly offers this integration, and deals have been lost to them as a result
5 votes -
Marketo Direct Integration
The ability to Chili Piper instance with a Marketo instance directly that can:- Create/Update leads in Marketo- Create Custom Activity for Meetings Booked, Reschedules, and Cancellation
3 votes -
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 votes -
Populate meeting date in a contact/lead field
We want the ability to capture the "meeting scheduled date" as a value for a contact/lead object field. This would help with all kinds of operational flows in Salesforce and connected systems (like Hubspot).
4 votes -
Relate event to more than one object
Would like the ability within Chili Piper to associate one event to multiple objects!
2 votes -
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 votes
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