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  1. It would be nice to have the option to duplicate a workspace to make easier to iterate and in instances where a similar setup is required.

    For example, we are in the process of creating workspaces for our EMEA and US sales teams. They have almost exactly the same setup in terms of meeting types and queues but we have to build the second one from the ground up again because we can't duplicate the space.

    6 votes

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    0 comments  ·  New  ·  Admin →
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  2. Allow users the ability to book appointments using VideoAsk.

    6 votes

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    0 comments  ·  New  ·  Admin →
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  3. Ability to use Hot Handoff from Hubspot using an icon similar to the Salesforce integration. Currently, Hubspot users can only use hot handoff from an existing invitation email within gmail.

    6 votes

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    0 comments  ·  HubSpot CRM  ·  Admin →
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  4. 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.

    6 votes

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    0 comments  ·  HubSpot CRM  ·  Admin →
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  5. 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.

    6 votes

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    1 comment  ·  HubSpot CRM  ·  Admin →
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  6. 6 votes

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    1 comment  ·  New  ·  Admin →
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  7. 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)

    6 votes

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    Idea  ·  0 comments  ·  GCal  ·  Admin →
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  8. 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

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    Idea  ·  1 comment  ·  Salesforce  ·  Admin →
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    1. Have a different partnership model with Clearbit and Zoominfo so we can offer their enrichment solutions natively without them having to be Zoominfo/Clearbit customers.

    2. Offer form enrichment natively for concierge/distro

    3. Offer data enrichment natively in distro

    This gives us a competitive edge with concierge because nobody is doing this yet and also helps us to catch up to some of the competition with distro as LeanData and Ringlead already do this.

    We could also have several data providers, so if one provider doesn’t have data we can call a different one - making our combined solution even better and more…

    5 votes

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    1 comment  ·  New  ·  Admin →
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  9. “Keep the meeting in Salesforce” setting should still apply to personal meeting types. We could do this by:

    -Inheriting the setting from the User's Default Workspace
    -Add Events/Delete setting to Personal Workspace CRM Actions
    - Or a (global) Super Admin setting to control this per user.

    See https://floatingapps.atlassian.net/browse/CPP-8933 for more details.

    5 votes

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    0 comments  ·  CRM Actions  ·  Admin →
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  10. 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 votes

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    Idea  ·  0 comments  ·  Zapier  ·  Admin →
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  11. It would be fantastic to have two options for the meeting type name, one that shows in the MeetingTypeCP field and one that is shown to the sales team. For example, we have multiple demo meeting types for different languages, such as "Demo - English", "Demo French" etc. so that the sales team can select the correct option. We'd love to be able to have them all show as "Demo" in SFDC so that we can more easily filter and report by meeting types.

    5 votes

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    Idea  ·  0 comments  ·  CRM Actions  ·  Admin →
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  12. 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

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    Idea  ·  0 comments  ·  Zapier  ·  Admin →
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  13. Calendly offers this integration, and deals have been lost to them as a result

    5 votes

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    Idea  ·  0 comments  ·  New  ·  Admin →
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  14. 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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  15. 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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    0 comments  ·  GCal  ·  Admin →
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  16. Ability to insert suggested times into LinkedIn messages.

    4 votes

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  17. A customer uses a SF object with an email field and the calendar icon doesn't populate because we can only see Lead or Contact pages.

    4 votes

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    Idea  ·  0 comments  ·  Salesforce  ·  Admin →
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  18. Booking Status values should be "Booked", "Not Booked" or "No Option Presented".We have high inbound volumes, of which a significant portion are outside of our ICP. They are routed to a separate landing page rather than presented with the ability to book time, so their status in Chili Piper is "No Option Presented." However, our DQs look identical to qualified leads that have "Not Booked" in Salesforce. Both have blank Meeting Types with "Not Booked" Booking Statuses, and it makes reporting, automation, and a general lack of understanding for my salespeople a bit more tricky.

    4 votes

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    Idea  ·  1 comment  ·  Salesforce  ·  Admin →
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  19. Our SDRs hand off qualified meetings to our AEs via the Instant Booker, as well as receive new meetings from Concierge. It appears as though any meeting where a user is "optional" still shows up as "Busy" in Google Calendar, which makes booking over the top challenging.

    4 votes

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    Idea  ·  0 comments  ·  GCal  ·  Admin →
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