104 results found
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VideoAsk integration
Allow users the ability to book appointments using VideoAsk.
6 votes -
Add proposed meeting times into Hubspot email
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 -
6 votes
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LinkedIn Message Integration
Ability to insert suggested times into LinkedIn messages.
5 votes -
Canceled call Zap trigger
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 -
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 -
Greenhouse integration
Calendly offers this integration, and deals have been lost to them as a result
5 votes -
Pass Workspace name in payload
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 -
Scheduling with a Group Calendar
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 -
Launch CP in SF objects with email fields, not just Leads & Contact pages
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 -
Align "Outcome" with "Booking Status"
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 -
Align "Optional" with "Available" in Google Calendar
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 -
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 -
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
4 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 -
Stamp Next Designated Assignee into Salesforce event records
Really want this feature back from legacy to stamp the next designated assignee into Salesforce on event records.
3 votes -
Don't require Hubspot admin licenses for end users to use Chili Piper
Better Hubspot extension - not having to set the user as super admins in Hubspot in order to synch their accounts.
3 votes -
CP "Meeting Type" should have a property "Meeting Type" that will be pushed to HubSpot
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
3 votes -
Write the latest value to "Booking_Status_CP__c" when booked by inbound router
Write the latest value to "BookingStatusCP__c" if the form is submitted more than once during the same session. Here is an example. One of our prospects submitted a form at 10:45 and did not book a meeting. At 10.46, the form was submitted again by the same prospect, and this time meeting was booked. Chili Piper wrote to HubSpot "Booked" at 10:46 but it was updated to "Not Booked" at 10:50, which is the wrong status.
3 votes -
Open API for custom builds
Open API that allows for Chili Pipers scheduling functionality to be used within marketplaces, to integrate with non-native CRM solutions, etc.
3 votes
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