51 results found
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Make it possible to set the Salesforce record type
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.
3 votes -
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 -
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 -
Several Improvements to Zapier Integration
The Zapier integration could use a considerable amount more work – that'd open up so many possibilities!In addition to the following:- Triggered for Cancelled Call (https://suggest.chilipiper.com/feature-requests/p/canceled-call-zap-trigger)- Including event time zone (https://suggest.chilipiper.com/feature-requests/p/include-event-timezone-in-available-zapier-fields)Zapier also could really use: *** The ability to access more test data **•Currently, Zapier can only see the first-ever meeting scheduled via my Chilipiper instance. I had a few different scenarios I need to test though (such as whether someone exists as a lead or contact in SFDC), so only having one Chilipiper event's worth of data to use in Zapier is very limiting *…
3 votes -
Be able to push "Booker" field to CRM (Hubspot or Salesforce)
We need to Be able to push "Booker" field to CRM (Hubspot or Salesforce).
2 votes -
Map the meeting invite emails and the meeting reminder emails over to salesforce
The reminder emails that chili piper sends to guests, as well as the initial meeting invite email that chili piper sends when the guest books their demo, can those emails be mapped over to salesforce so we can see a history of them on the Lead/Contact record?
Our reps work in salesforce and gong and being able to confirm whether those emails have been sent, and whether they were opened, in the place they are usually working would be great.
2 votes -
Allow admins to "choose time zone" in the "today" node when updating a date field
Right now, admins can't choose the timezone they want "today" stamped in when we update a date field and it causes confusion when trying to check the date fields that we update. We should have the option to choose the time zone
2 votes -
Chilical Extension in Salesforce Classic
At this moment the ChiliCal extension is only displayed under the Lead/Contact page on the lightning version of Salesforce but not in the Classic UI. We would like to have the ability to use the extension on the Classic UI as well.
2 votes -
Sync Timezone from CRM
Hi
I was just made aware that ChiliCal can do suggested Timezones when booking a meeting but it's based on the customer info being in Clearbit. It seems like there should be a way to do so using timezone in our CRM. We keep track of Timezone based on the address information we have in our CRM so it seems like we should be able to map that to the timezones in ChiliCal?
2 votes -
Integrate with Aircall for SMS & Phone
Provide an integration with Aircall for SMS and Phone integration with calendar app
2 votes -
Suggested times via Gainsight
For post-sales reps that are emailing out of Gainsight, this would be super valuable.
2 votes -
Hubspot associations with all contacts in the meeting
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 -
Allow multiple Twilio number code types to be used (Alphanumeric and international long code)
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 -
Integration with Pendo
Being able to book meetings directly in-app via Pendo for trial conversions/onboaring.
2 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 -
Ability to use the Lead object with Hubspot integration
Expanding our Hubspot integration to be able to use the Lead object
1 vote -
Allow for Chilipiper License Status to be displayed in SFDC
Currently we can only see a user's licenses on Chilipiper, but I was wondering if it was possible for us to create a custom user field in SFDC (license status for ex.) and have said field populated based on whether or not the user has a license in Chilipiper. This would require a bidirectional sync in order to work, but would make reporting much easier for us.
1 vote -
Redirect on HubSpot multistep forms without form submission
HubSpot allows you to have multi step forms where you click a CTA to move forward and eventually submit the form. To redirect using CP, they have to actually submit the form. It would be nice to redirect them when clicking the first CTA instead of the final submit.
Example use case: I sell a product to HVAC companies. However, sometimes a homeowner fills out a form on my website because they saw my company's name. Today, they will use a drop down to say "I am a homeowner" and have to fully submit the form before I redirect them…
1 vote -
Integrate with Marketo Measure (Bizzable)
Direct integration with Marketo Measure to measure impact via engagements and sources to track attribution.
Direct integration is needed because if it's fed via Salesforce, Marketo Measure considers it an offline source, leading to a loss of certain data points.
1 vote -
Auto Recording in Google Meets
Google Meet now allows for meetings to auto record once they start. It's a checkbox when creating the Google Meet link in Google Calendar. Could we have this added to the meeting assets? This will help our sales team.
1 vote
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