50 results found
-
Use multiple Google Calendars
As a follow up to a conversation I had with Jared Wexler, I'd like to request a feature to natively allow multiple calendars in Chili Piper. Right now, I connect CP to my work calendar (where the license is tied to), but it only accesses and blocks time from events within that calendar. As there is no sync option in Gcal between calendars (only sharing/visibility), it doesn't recognize events I'm already booked for on my other calendars. Can we investigate connecting multiple per user, with the goal of only allowing Chili Piper to book time when availability is seen across…
57 votes -
Automate No-Show toggle update with native Zoom integration
We would like to automate the no-show toggled if no external participant joins the Zoom call. This would massively increase reporting accuracy and reduce AE workload
34 votes -
Show all additional guests & their response status on the event in Salesforce
Right now, only the main guest and their response status is tracked on the salesforce event. However, there are frequent situations where there are additional guests other than the main guest and host added through instant booker and who also receive an invite. Visibility into each of those guests' names as well as their specific response status would be a huge win.
17 votes -
Improvements to Slack Integration
It would be a huge quality of life improvement for the Slack integration to be updated. Right now we send a Slack message to a channel which:1) Tags the meeting assignee2) Tags the Lead/Contact owner3) Includes event details (date/time/meeting type)4) Includes meeting context (we ask for additional details on the marketo form used for Concierge routing)Right now this process is managed via Zaper (which is really cumbersome -- see https://suggest.chilipiper.com/feature-requests/p/several-improvements-to-zapier-integration)It need to maintain 3 different Zap workflows – one each for existing leads, existing contacts, and net-new LeadsIn addition to the Slack alert replicating my functionality below, being able to…
16 votes -
Open API for Workato integration
Having an API endpoint to integrate Workato with Chili Piper at the level that Zapier is currently integrated.
15 votes -
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.
13 votes -
Automatically create an Opportunity when a meeting gets booked
We can do this today with some APEX code and process builders, but would be much easier to setup and manage if CP could create an Opportunity when a meeting gets booked of a certain meeting type, although it may need to be an optional setting... possibly within the chrome ext during booking or after you book a meeting.
12 votes -
Copy URL from Suggested Times
You can embed times and insert a preset "Click here to schedule!" hyperlinked text, but can't just copy the link to hyperlink your own text. I often insert the preset hyperlink text, click it, copy the booking URL, then delete and hyperlink my own text.
14 votes -
Front Integration
It would be awesome if Chili Piper could integrate with Front!
11 votes -
Data field Mapping for Events in Salesforce
Just like there is already Form Mapping that allows to modify fields on the lead/contact, this should also be enable for the Event object in Salesforce.
12 votes -
Edit suggested times
Would be nice to have an easy way to modify suggested times once they've been added in without having to erase and re-do. This is useful to check/update the correct meeting type, update duration, ensure all the guests are on the recipient list, ensure proper time zone is displayed, etc. If any one of these is potentially off, you have to erase and restart
10 votes -
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)
7 votes -
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…
8 votes -
Canceled call Zap trigger
Add a trigger in the Zapier integration when a call is cancelled. This would be useful when sending calls to a spreadsheet for reporting purposes.
5 votes -
Align "Outcome" with "Booking Status"
Booking Status values should be "Booked", "Not Booked" or "No Option Presented".We have high inbound volumes, of which a significant portion are outside of our ICP. They are routed to a separate landing page rather than presented with the ability to book time, so their status in Chili Piper is "No Option Presented." However, our DQs look identical to qualified leads that have "Not Booked" in Salesforce. Both have blank Meeting Types with "Not Booked" Booking Statuses, and it makes reporting, automation, and a general lack of understanding for my salespeople a bit more tricky.
4 votes -
Pass form fields to Zapier payload
Currently, the Zapier payload only has basic guest info (plus the usual assignee and booker details) but not the other form fields added. It would be great if Chili Piper can pass those data to Zapier as well.
5 votes -
Greenhouse integration
Calendly offers this integration, and deals have been lost to them as a result
5 votes -
Marketo Direct Integration
The ability to Chili Piper instance with a Marketo instance directly that can:- Create/Update leads in Marketo- Create Custom Activity for Meetings Booked, Reschedules, and Cancellation
4 votes -
Launch CP in SF objects with email fields, not just Leads & Contact pages
A customer uses a SF object with an email field and the calendar icon doesn't populate because we can only see Lead or Contact pages.
4 votes -
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.
3 votes
- Don't see your idea?