79 results found
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2 votes
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Execution Delay Step in Concierge Workflow
Context: We utilize a custom implementation where a third-party form creates leads in Salesforce via API. We have strictly disabled Chili Piper's permission to create new leads to prevent duplicates/conflicts.
Problem: A race condition exists between the form tool's API call and Chili Piper's execution.
Prospect submits form.
Chili Piper Concierge triggers immediately and attempts to write booking data to Salesforce.
Chili Piper searches for the lead email but returns null because the form tool is still processing the creation request.
Chili Piper fails to update the lead (as it does not exist yet) and fails to create a new…
2 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 -
Book Meetings from Deals in Hubspot
Currently the Chili Piper Integration only allows for booking meetings from Contacts in the side panel within Hubspot. Being able to book meetings from Deals in Hubspot with the Contacts associated with the Deal would be a great additional feature.
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 -
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.
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 -
Multiple CRM's
I'd like to have the ability to connect HubSpot and Salesforce at the same time on the Chili Piper platform
1 vote -
Integrate with Modjo
This is a recording tool like Gong that is becoming more popular in Europe. would be helpful to have this.
1 vote
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