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  1. I'd like IB to pick up on the time zone my Main Guest's contact record is set to (If known) so I don't have to remember to select the correct time zone.

    Much of the time a prospect has already booked a meeting in the past and the time zone property (native to HS) is set by their cookie.

    Using their time zone in IB would be amazing and a big time saver.

    3 votes

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    0 comments  ·  HubSpot CRM  ·  Admin →
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  2. Ability to create schedules and calendar blocks on each users calendar based on a custom object in salesforce

    3 votes

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    0 comments  ·  Salesforce  ·  Admin →
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  3. 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.

    3 votes

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    0 comments  ·  Slack  ·  Admin →
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  4. 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

    3 votes

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    Idea  ·  0 comments  ·  CRM Actions  ·  Admin →
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  5. 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

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    Idea  ·  1 comment  ·  CRM Actions  ·  Admin →
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  6. Currently the logic behind OppOwner queue rules is to find the last modified Opportunity linked to an Account, which means that multiple Opportunities can be found for one prospect. As an option, implement a queue rule to find the Opportunity related only to the Contact, which may be more relevant in some cases.

    3 votes

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    Idea  ·  0 comments  ·  CRM Actions  ·  Admin →
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  7. 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

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    Idea  ·  0 comments  ·  Salesforce  ·  Admin →
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  8. let's do this.

    3 votes

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    Idea  ·  0 comments  ·  New  ·  Admin →
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  9. 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

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    Idea  ·  0 comments  ·  New  ·  Admin →
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  10. 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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    Idea  ·  0 comments  ·  Zoom  ·  Admin →
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  11. 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

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    Idea  ·  0 comments  ·  Zapier  ·  Admin →
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  12. Right now, CP can create contacts in Hubspot but not deals. Would be great

    3 votes

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    Idea  ·  0 comments  ·  CRM Actions  ·  Admin →
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  13. It would be beneficial for our reps to understand where they sit in the Round Robin when receiving a meeting. By adding this to the Zapier Integration we can push this to Slack to inform the Reps.

    3 votes

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    Idea  ·  0 comments  ·  Zapier  ·  Admin →
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  14. Would like the ability within Chili Piper to associate one event to multiple objects!

    3 votes

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    Idea  ·  1 comment  ·  CRM Actions  ·  Admin →
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  15. Relevant for ALL integration mapping, we have use cases where Salesforce (or the integration) uses usernames that have one domain, while the calendar account uses a different domain.

    At present, if someone joins with their calendar, it cannot do automatic mapping for integrations due to the difference in domain names.

    It would be great to support a global domain mapping in the integration screens so that domain.com -> email.com always, therefore if we find user@domain.com it will know to map it to user@email.com.

    2 votes

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    0 comments  ·  Salesforce  ·  Admin →
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  16. Provide an integration with Aircall for SMS and Phone integration with calendar app

    2 votes

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    0 comments  ·  New  ·  Admin →
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  17. For post-sales reps that are emailing out of Gainsight, this would be super valuable.

    2 votes

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  18. 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

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  19. Being able to book meetings directly in-app via Pendo for trial conversions/onboaring.

    2 votes

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  20. We have more that one automation firing (from other systems) at the point a new lead gets created. This can sometimes cause duplicate records to get created in Salesforce. I would like the option to add a delay (wait 5 minutes for example) to the creation of a new lead at the point the prospect books a meeting. So that if the lead has already been created in Salesforce, chili will simply update the booking fields for the existing lead rather than creating the lead instantly.

    2 votes

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    0 comments  ·  Salesforce  ·  Admin →
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