110 results found
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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 -
Clickable CRM Link on ALL slack ChilinBot Notifications
When a slack notification comes in from ChilinBot, it only shows the "see prospect in CRM" for the cancellation.
Having that option for all notifications would be ideal.
1 vote -
Distrubution API Endpoint Improvements
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.
1 vote -
Push a meeting sync to HubSpot if initial creation failed
Currently only meetings booked through Concierge can be manually synced to HubSpot if the initial meeting creation failed (through the Concierge logs). If the meeting is not created for a meeting booked with a scheduling link (or Handoff, but we aren't currently using this), there is no way to push a sync to HubSpot for that meeting. If I remember correctly, this was possible for all meetings on the old platform since it was an option when viewing the meeting record.
1 vote -
Email notification on failure of an integration
Over the weekend we had an integration failure between Chili Piper and Salesforce. Would it be possible to get email notifications when an integration failure occurs?
The in-app banner is really only useful if one of our admins happens to be logged in that particular day.
1 vote -
Display lists of Scheduling Links in Alphabetical Order
We have a long (8+) list of Round Robin meetings that our agents can choose from. It seems like this list is always rearranging itself, perhaps by most recently updated. This list should remain in alphabetical order. It is disorienting and inefficient for our Sales Agents to hunt for the correct meeting each time. Given that our meetings have similar names (ex. Community X Meeting Type A, Community X Meeting Type B, Community X Meeting Type C, Community Y Meeting Type A, etc), it is so much easier to select the wrong meeting from a list when they are listed…
1 vote -
When scheduling an email from Outlook, don't include the Booker as a (redundant) Guest
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 -
Platform Encyrption
Account for orgs that are using Platform Encryption to encrypt personal identification fields i.e. email address on Accounts and Contacts.
1 vote -
All properties passed to HubSpot should align with the most recent event
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 -
Integrate with ClickSend SMS
Integrate with other SMS providers, not just Twilio. Take a look at ClickSend instead :)
1 vote -
Allow Out Of Office to Block Calendar if Office365 and not just "Busy".
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 -
Update Case Owner
We want to update the case owner in concierge & Handoff in the same way that the Lead or Contact owner can be updated.
1 vote -
Snowflake integration
Able to send all data into Snowflake directly.
1 vote -
Insert Suggested Times via ChurnZero
Allow Chrome extension to insert Suggested Times in ChurnZero.
1 vote -
Have the option to turn on duplicate lead creation in Salesforce
I've had a number of prospects wish that we could create duplicate leads when a meeting is booked via Chili Piper. This is a gap that Calendly hasn't figured out. Many teams I work with have a team dedicated to deduping leads in their CRM.
1 vote -
end user meeting type override
There are situations in which a global meeting type is created for all users but some users need slightly different settings depending on their role.
It would be nice if end users could override certain meeting type settings or reminder settings so they have a little more autonomy over the meeting types and reminders that get set for them.
1 vote -
slack notification for text replies
It would be great to get a slack notification with a prospect replies via SMS instead of just an email. Many of my reps have slack pulled up with notifications on whereas emails are a bit slower to get to.
1 vote -
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
1 vote
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