106 results found
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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 -
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 -
Email or Slack Notification when a Salesforce Event fails to create.
We have an automation in Salesforce that triggers off the Event creation by chilipiper. When that fails, the rest of the automation fails to trigger. Since there is no notification from Chilipiper that the Event failed to create we often don't find out about the issues until many days after the automation was supposed to trigger. If there was some sort of notification from Chiliper that an Event failed to create we could investigate it immediately.
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 -
Google Chat Integration
Ability to receive reminder responses through Google Chat
1 vote -
Always pass router name to Hubspot
Right now the router name is only passed to Hubspot if the contact books. Why does it not pass to Hubspot if they don't book or are disqualified? This is still important information for our reporting
1 vote -
Associate a meeting with multiple entities
Hey there! I was just thinking that it would be really helpful if we could associate a meeting with multiple entities instead of just one. Right now, we can only choose between Ticket, Company, or Deal. But if we could select more than one option, it would definitely make things more efficient.
1 vote -
Configure a short delay after qualification and before scheduler is presented
We have meetings that are created with no name and the cc email without a link to the Prospect in HubSpot. Chili Piper's suggestion was to let Chili Piper create the contact, but we are unable to do so since we use the HubSpot tracking pixel and contacts are created upon FormSubmit (we cannot change this for a variety of reasons). This only seems to be an issue if the prospect books immediately when presented with the scheduler. If we could configure a delay of just a few seconds, I think this issue could be solved.
1 vote
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