6 results found

1. Populate Meeting Start Day/Time to HubSpot

   What I'm trying to do is actually a workaround since I'm not able to send notifications to a gmail alias in Chili Piper. Since I need to send the notification in HubSpot, I need to be able to pull meeting start date/time from a property that's populated by Chili Piper.

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   Idea  ·  2 comments  ·  HubSpot CRM  ·  Delete…  ·  Admin →
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2. Ability to NOT offer "view full calendar" after suggested times by default

   Yes, "view full calendar" link can be deleted, but some customers never want to include the full calendar and only want to offer the specific times. (protecting support reps' time)

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   Idea  ·  4 comments  ·  Calendar Integrations (GCal, Outlook)  ·  Delete…  ·  Admin →
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3. Automatically Add Contact Roles to an Opportunity

   Today we currently can relate meeting types to open opportunities. It's common for Sales teams to add/require reps to add contact roles on the opportunity for reporting, keeping track of stakeholders, etc....It would be a nice addition to automate adding contact roles to the opportunity. Here is how it would work:If meeting type is selected to relate to the opportunity then optionally add the contact who the meeting was booked with to the opportunity contact role section....this checks if the contact the meeting was booked with already exists as a contact role, if they do exist, do nothing, if the contact the meeting was booked with does not exist as a contact role, then add them to the related opportunity. The admin would do this at the meeting type level in a workspace when "related to opportunity" is checked on and select a checkbox for "Add Opportunity Contact Role to Related Opportunity" and the admin can select a default "role" (picklist value) (ex: champion) assigned to these net new opportunity contact roles.

   Today we currently can relate meeting types to open opportunities. It's common for Sales teams to add/require reps to add contact roles on the opportunity for reporting, keeping track of stakeholders, etc....It would be a nice addition to automate adding contact roles to the opportunity. Here is how it would work:If meeting type is selected to relate to the opportunity then optionally add the contact who the meeting was booked with to the opportunity contact role section....this checks if the contact the meeting was booked with already exists as a contact role, if they do exist, do nothing, if the… more

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   Idea  ·  0 comments  ·  CRM Actions  ·  Delete…  ·  Admin →
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4. Populate SF Case details when booking via Online Booking

   Currently SF Case placeholders in meeting templates populate only in IB to allow the booker to choose the Relate to field.With Online Booking, since a Case can't be selected, placeholder won't populate at all to avoid choosing an incorrect Case by default. It would be nice to improve this to populate the Case # when only one open Case is found.

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   Idea  ·  1 comment  ·  CRM Actions  ·  Delete…  ·  Admin →
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5. Several Improvements to Zapier Integration

   The Zapier integration could use a considerable amount more work – that'd open up so many possibilities!In addition to the following:- Triggered for Cancelled Call (https://suggest.chilipiper.com/feature-requests/p/canceled-call-zap-trigger)- Including event time zone (https://suggest.chilipiper.com/feature-requests/p/include-event-timezone-in-available-zapier-fields)Zapier also could really use: *** The ability to access more test data **•Currently, Zapier can only see the first-ever meeting scheduled via my Chilipiper instance. I had a few different scenarios I need to test though (such as whether someone exists as a lead or contact in SFDC), so only having one Chilipiper event's worth of data to use in Zapier is very limiting ** Custom fields available in the API ***• I can't tell whether or not this is actually true yet (given my above comment), but having visibility into the data submitted for custom fields that are mapped to a CRM would be great. For example – we use CP to schedule CSM-type meetings, and would love for people to be able to add comments. We would then pass that comment into a Slack channel notification so that other POCs can assist with troubleshooting technical issues

   The Zapier integration could use a considerable amount more work – that'd open up so many possibilities!In addition to the following:- Triggered for Cancelled Call (https://suggest.chilipiper.com/feature-requests/p/canceled-call-zap-trigger)- Including event time zone (https://suggest.chilipiper.com/feature-requests/p/include-event-timezone-in-available-zapier-fields)Zapier also could really use: *** The ability to access more test data **•Currently, Zapier can only see the first-ever meeting scheduled via my Chilipiper instance. I had a few different scenarios I need to test though (such as whether someone exists as a lead or contact in SFDC), so only having one Chilipiper event's worth of data to use in Zapier is very limiting *… more

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   Idea  ·  0 comments  ·  Zapier  ·  Delete…  ·  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.

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   Idea  ·  0 comments  ·  Outlook  ·  Delete…  ·  Admin →
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