104 results found
-
Automatic No Shows with Gong
Track no-shows automatically with Gong integration
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 -
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.
2 votes -
Optionally Allow Admins to Log Meetings as Tasks
Some companies use Tasks to report on meetings created rather than the Events object. This would cover use cases to handle reporting for admins in the case they use Tasks and prevent them from needing to know how to create fancy process builders to manage this in sfdc.
2 votes -
2 votes
-
Pass the SF username when Reassigning or Cancelling an Event through Salesforce Button
If an user goes to an event in Salesforce and reassign the meeting or cancel it, we don't have any way to know who did it there. We need to have a way to track it, and passing this username internally would be the best way instead of trying to modify the Updated By field.
2 votes -
Attach events to closed opps in salesforce
We'd love the option to have Chili Piper relate an event to a closed opportunity, especially in scenarios when we are using a smart booking link with that opp ID. This is helpful when we have a prospect return to us after being closed lost. We also have team members who work out of closed won opportunities (sale is final, but product needs to be delivered).
2 votes -
Change Opp or CaseStage by Meeting Type
I try to tie specific meetings to Opportunity / Case Stages. As a deal moves further down the funnel this gets harder but for the first few stages it would be pretty simpleS0 - Qualified meeting booked (auto create opp from CP meeting type = first call)S1 - First Meeting Complete (move from S0 to S1 if first call meeting template on related opp was not marked no show or cancled)S2 - Demo Complete (move to S3 if demo meeting type has completed. We use cases for onboarding. Same example as above but with kick off call etc
2 votes -
Update Lead Owner ONLY
Under CRM actions is an option to update owners BUT it updates both Lead and Contact owner. It will be cool to be able to update just one of them like how Create Lead works.
2 votes -
Add a Zapier trigger for attempted calls
For phone queues, would be great to have a Zapier trigger that would fire if users attempt a call and are not connected for some reason, so we can trigger a Slack notification based on this.
2 votes -
Add a Zapier trigger for propsect not taking any action
While we can assign these leads, we'd love to be able to trigger Slack alerts to prompt immediate follow-up. The only Zapier actions are new meeting/rescheduled meeting - would love one for attempts.
2 votes -
Integrate Concierge with ActiveCampaign
Add ActiveCampaign as a supported marketing CRM (in addition to HubSpot and Salesforce).
2 votes -
Update Chili Piper Information Salesforce Fields
Currently if you book a meeting, it gets created in Salesforce as an Event. If you use the Reassign CP button, and change the Queue and Meeting Type, ALL additional Chili Piper API connected fields will NOT update on the Salesforce Event (with the exception of the top fields that are native to an Activity Object for Events i.e. Subject, Date, Time, Assigned To). We use this workaround of using "Reassign CP" if the customer has booked the wrong meeting type so we can ensure they receive the correct customer correspondence according to the type of training they will receive.…
2 votes -
Lever Integration
We use Chili Piper for all of our meeting scheduling, mostly on the Sales side. We also use it to schedule inteviews for hiring processes but it doesn't feed into Lever, creating additional work for us. It would be awesome to have Chili Piper send information to Lever for certain meeting types like candidate emails and meeting times/locations.
2 votes -
Leverage SF integration user for booking links
Presently, if a licensed user is not connected to SF and is booking meetings with their personal booking link, Events won't write to SF. We'd like the ability to leverage the SF global integration to write Events, even if the specific user isn't connected to SF.
2 votes -
Add support for Salesforce Person Accounts
Currently Chili Piper cannot write to or create Person Accounts in Salesforce. These are unique objects that are essentially an "account" for a contact with no associated Company. Currently the only real option for customers who use Person Accounts is to have Chili Piper create leads and then the customer will convert them to Person Accounts.
2 votes -
Slack Integration for Suggested Times and Group Booking Links
It appears to be a trend that companies are engaging more and more with their customers directly in Slack. This is the case with one of my larger customers Tray.io. It would be very useful if their reps, specifically their CSM's, could insert suggested times and/or group booking links directly from Slack. The only way to do this currently would be to use the Chrome extension in Gmail to generate a group booking link and then paste it into Slack. The lack of this feature is preventing further adoption with their CS team.
2 votes -
Update CP.DataField.ContactFirstName Dynamic Field per Recipient
I've noticed that when we invite multiple guests to a call, the dynamic field CP.DataField.ContactFirstName only populates with one contact's first name. As a result, the other guests don't see their names in the meeting invite title. The same applies when we add the dynamic field to the meeting description.
It would be great if there was a way to either include all guests’ first names in the description or have it dynamically update based on each recipient.
1 vote -
Support Dynamic Highlights Panel in Salesforce for Chilical Extension
Today the handoff/schedule button from the Chilical that appears next to a Salesforce record's email only works if the record page is using the old Highlights Panel component. Since Salesforce is telling users to implement the new Dynamic Highlights Panel component it would be great if Chilical supported email fields in that new page component.
Here are the SF docs on Dynamic Highlights Panel: https://help.salesforce.com/s/articleView?id=platform.dynamic_highlights_panel.htm&type=5
1 vote -
It would be beneficial if there was a setting we can add that will allow the customer to select the reason when cancelling meetings via HVS?
We need a way to better understand why customers are cancelling after booking with an agent. Having a feature in place that would provide the customer with a selection based on why they are cancelled would allow us to assess this data.
We see emails from customers saying they want cancel, and this moves our Salesforce lead record to "working", however does not disqualify the lead or tell us why the customer cancelled. In these situations, the agent needs to go into the CRM, find the lead and cancel. They are seeing over 1200 leads a weeks with this example.
1 vote
- Don't see your idea?