100 results found
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Ability to change Twilio phone number for Single Party Consent state
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.
3 votes -
Add Slack app with option to record attendance from within Slack.
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.
4 votes -
Checkbox Trigger to Return No Shows back to the Bookers name as the Contact/Lead Owner
ex: SDR books a meeting for the AE and a no show for the meeting is marked - it should auto notify the SDR and return the lead/contact back to the SDR's nameAnd SDR should be sent a notification of the no show
4 votes -
Optionally Allow Admins to Log Meetings as Tasks
Some companies use Tasks to report on meetings created rather than the Events object. This would cover use cases to handle reporting for admins in the case they use Tasks and prevent them from needing to know how to create fancy process builders to manage this in sfdc.
2 votes -
Automatically Add Contact Roles to an Opportunity
Today we currently can relate meeting types to open opportunities. It's common for Sales teams to add/require reps to add contact roles on the opportunity for reporting, keeping track of stakeholders, etc....It would be a nice addition to automate adding contact roles to the opportunity. Here is how it would work:If meeting type is selected to relate to the opportunity then optionally add the contact who the meeting was booked with to the opportunity contact role section....this checks if the contact the meeting was booked with already exists as a contact role, if they do exist, do nothing, if the…
9 votes -
Edit suggested times
Would be nice to have an easy way to modify suggested times once they've been added in without having to erase and re-do. This is useful to check/update the correct meeting type, update duration, ensure all the guests are on the recipient list, ensure proper time zone is displayed, etc. If any one of these is potentially off, you have to erase and restart
10 votes -
Show all additional guests & their response status on the event in Salesforce
Right now, only the main guest and their response status is tracked on the salesforce event. However, there are frequent situations where there are additional guests other than the main guest and host added through instant booker and who also receive an invite. Visibility into each of those guests' names as well as their specific response status would be a huge win.
18 votes -
Open API for Workato integration
Having an API endpoint to integrate Workato with Chili Piper at the level that Zapier is currently integrated.
15 votes -
Automatically create an Opportunity when a meeting gets booked
We can do this today with some APEX code and process builders, but would be much easier to setup and manage if CP could create an Opportunity when a meeting gets booked of a certain meeting type, although it may need to be an optional setting... possibly within the chrome ext during booking or after you book a meeting.
13 votes -
Facebook lead ad integration
I spend a lot of my advertising budget on Facebook lead ads, but if I sent them to a Chili Piper page after to book a meeting with my team, they have to fill out the form again. Would be great to be able to enable a prospect to book a meeting after converting from a Facebook lead ad.. ideally directly in Facebook but it could also work on a thank you page I redirect them to... would just need to pass thru the info they already submitted so they don't have to refill a form.
85 votes -
Front Integration
It would be awesome if Chili Piper could integrate with Front!
11 votes -
Populate SF Case details when booking via Online Booking
Currently SF Case placeholders in meeting templates populate only in IB to allow the booker to choose the Relate to field.With Online Booking, since a Case can't be selected, placeholder won't populate at all to avoid choosing an incorrect Case by default. It would be nice to improve this to populate the Case # when only one open Case is found.
3 votes -
Copy URL from Suggested Times
You can embed times and insert a preset "Click here to schedule!" hyperlinked text, but can't just copy the link to hyperlink your own text. I often insert the preset hyperlink text, click it, copy the booking URL, then delete and hyperlink my own text.
14 votes -
Events: option to add notes after a meeting
After an onsite meeting concludes, email or text the assignee with an option to log notes to the activity record for the meeting. Especially helpful for onsite meetings at events where reps are not carrying their laptop.
3 votes -
Ability to NOT offer "view full calendar" after suggested times by default
Yes, "view full calendar" link can be deleted, but some customers never want to include the full calendar and only want to offer the specific times. (protecting support reps' time)
8 votes -
Change Opp or CaseStage by Meeting Type
I try to tie specific meetings to Opportunity / Case Stages. As a deal moves further down the funnel this gets harder but for the first few stages it would be pretty simpleS0 - Qualified meeting booked (auto create opp from CP meeting type = first call)S1 - First Meeting Complete (move from S0 to S1 if first call meeting template on related opp was not marked no show or cancled)S2 - Demo Complete (move to S3 if demo meeting type has completed. We use cases for onboarding. Same example as above but with kick off call etc
3 votes -
Integration with Xant (Playbooks)
Our team is using Xant's cadence tool, Playbooks. We have seen a drastic increase in meetings booked using the "Instant Booking Link" capabilities provided by Chili Piper but we cannot use this functionality in Playbooks. If this integration was set up, we would be more likely to add more of our team to Chili Piper as our sales team is moving towards adopting Playbooks fully.
3 votes -
Do Not Delete Cancelled Meetings from Outlook Calendar
When a meeting is cancelled, do not delete it from the Outlook calendar. Insert (CANCELLED) in-front of Title and update from Busy to Free.
2 votes -
Dialpad & UberConference Integrations
Integrations with Dialpad/UberConference would be a killer feature. At the moment, the only way to set up a conference call is to share a permanent link through ChiliPiper. I'd prefer having unique links generated, so I don't have accidental eavesdroppers.
1 vote -
Set correct Time Zone when creating a Zoom Meeting
Currently when Zoom meetings are created, the UTC/GMT time appears to be being explicitly passed in the API call. This results in the Zoom Meeting being displayed in the Zoom interface in UTC/GMT as opposed to the Chili Piper User time zone or the Zoom User time zone. This is very confusing for any users that are also using the Zoom Web UI or client for meeting management and any notifications that are sent from Zoom display the GMT/UTC time zone as opposed to the "actual" time zone (CP or Zoom) of the meeting.
3 votes
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