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  1. Attio is a AI native CRM and younger companies are exploring this tool as they move away from Salesforce https://attio.com/

    1 vote

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  2. It would be great if we were able to customize the payload that gets sent through the current webhook integration. The payload today misses data such as utms or landing page which would be beneficial to pass to our Marketing Automation platform.

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  3. Ability to add a user to a cadence directly from Concierge setup in the Chili Piper App

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  4. 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

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  5. 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

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    0 comments  ·  Salesforce  ·  Admin →
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  6. The Chili Bot Slack app should also notify the Booker when a meeting is scheduled, rescheduled or canceled. This is critical for both the Booker & Host to be on the same page about meetings scheduled with Chili Piper so our customers have a seamless experience with our company.

    1 vote

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  7. Endpoint for Distribution Reading / Reporting. Currently the API allows you to list the IDs of all the distributions, but theres no way to get information beyond just the ID. Being able to read and report on it would be hugely useful.

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    0 comments  ·  API  ·  Admin →
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  8. When you schedule a meeting from Outlook using the plugin, EVERYONE on the email gets added as a required guest. The Booker's role in the meeting is controlled by the meeting type/meeting link settings, and adding the meeting booker as a guest creates an extra step of needing to remove the redundant email address.

    For example, when I am scheduling a basic 30 minute meeting between myself and some other people from an email chain, as the Booker I'm the meeting owner. It doesn't make sense for me to be included again as a guest. If I'm scheduling a Round…

    1 vote

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    0 comments  ·  Outlook  ·  Admin →
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  9. Account for orgs that are using Platform Encryption to encrypt personal identification fields i.e. email address on Accounts and Contacts.

    1 vote

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    0 comments  ·  Salesforce  ·  Admin →
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  10. Use case: 'lost and return' and 'churn and return' contacts coming through the pipeline booking demos.

    I've noticed the HubSpot integration has some room for improvement. Currently, most properties that are passed to HubSpot are only updated when they last occurred. So for example, if a prospect 'no showed' 2 years ago, came back through the pipeline and booked today they still appear as a no show. We use this property (and others) in HubSpot automations, which are now misfiring. While I could solve for this on the HubSpot side, it's a clunky solution that would be more complex than…

    1 vote

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    0 comments  ·  HubSpot CRM  ·  Admin →
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  11. Integrate with other SMS providers, not just Twilio. Take a look at ClickSend instead :)

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  12. Very often, customers set themselves to "Out of Office" in Outlook and they expect to not receive bookings on their calendar. Right now, Chili Piper only sees "busy" as a block but it would be nice if Chili Piper also saw "Out of Office" as busy as that is normal practice for companies.

    1 vote

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    0 comments  ·  Outlook  ·  Admin →
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  13. Able to send all data into Snowflake directly.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  14. Allow Chrome extension to insert Suggested Times in ChurnZero.

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  15. We need a notification on Slack every time a prospect dropoffs after filling the form.

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  16. Integrations with Dialpad/UberConference would be a killer feature. At the moment, the only way to set up a conference call is to share a permanent link through ChiliPiper. I'd prefer having unique links generated, so I don't have accidental eavesdroppers.

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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