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How can we improve Chili Piper?

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108 results found

  1. 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

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    0 comments  ·  HubSpot CRM  ·  Admin →
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  2. 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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    0 comments  ·  HubSpot CRM  ·  Admin →
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  3. Dropoff Notifications

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

    1 vote

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    0 comments  ·  Slack  ·  Admin →
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  4. Reminder Option for Webhook or Hubspot Workflow

    I would love to be able to use CP to fire off a webhook that I can catch with Zapier to engage a workflow in HS OR engage a workflow directly in HubSpot for a contact.

    Essentially, instead of the reminder firing off an email through CP It would trigger the webhook or a HS workflow that does whatever I tell it to at the time of the reminder firing.

    For me I would send a marketing email and SMS message. This would be triggered once per associated contact.

    This would allow users to bypass the silly reminders@chilipiper.com email and…

    1 vote

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    0 comments  ·  HubSpot CRM  ·  Admin →
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  5. 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.

    1 vote

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    1 comment  ·  Salesforce  ·  Admin →
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  6. Do Not Delete Cancelled Meetings from Outlook Calendar

    When a meeting is cancelled, do not delete it from the Outlook calendar. Insert (CANCELLED) in-front of Title and update from Busy to Free.

    1 vote

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    Idea  ·  0 comments  ·  Outlook  ·  Admin →
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  7. Dialpad & UberConference Integrations

    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  ·  New  ·  Admin →
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  8. Chili Piper booking link in Totango

    Is it possible to add a Chili Piper booking link in Totango

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    Idea  ·  0 comments  ·  New  ·  Admin →
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