65 results found
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67 votes
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Use Intercom CP app as a custom bot
Currently the Intercom CP app works in Messenger, so we can manually trigger the app in the chat box. The app won't work as an operator bot app, however, despite showing the app available as a follow up action. This feature request is for implementing a bot Operator functionality for automatic routing in Intercom, based on email address.Behavior here: https://www.loom.com/share/370a81b1b8bd479ea110c3fdf21c57da
43 votes -
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…
30 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
31 votes -
Add "See prospect in crm" button to slack notifications for all booking types
"See prospect in crm" is a button in the slack notification that is sent when a meeting is booked through Instant Booker. It would be great for that to be available in the slack notification when the meeting is booked through Hot Handoff and any other booking type as well. Id argue it's most valuable for Hot Handoffs since those are transferred live, and easy and quick access to the CRM record is critical. It seems as though this would be an easy and incredibly valuable add since it's already built into other notifications and would resolve a big pain…
22 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 -
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 -
Okta Provisioning and Deprovisioning
Please create an Okta integration with Chili Piper so that we can automate user provisioning and de-provisioning.It would be extremely helpful to not have to manually audit records or assign users to different workspaces, queues, etc as new hires start, users leave the company, or get promoted.
12 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…
13 votes -
"Workspace name" custom field in Salesforce
For large companies with multiples Workspaces, having this information available as a custom field in Salesforce can greatly help with our reporting at a level larger than Router or Queue name.
11 votes -
Form 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.
10 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.
8 votes -
[Intercom] Select queue, not user, to book meeting with
For the CP app in custom bot, we should be able to choose a queue, rather than specifying a user in the queue to book a meeting with.
9 votes -
Queues - not updating SF contacts
It would be great if there was an option within queues to NOT update the Salesforce contact. we use queues for multi meetings and sometimes a client will put both names in the one first name field, or use a spouses email and their name - thus updating their contact to the wrong name.
8 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.
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…
7 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
7 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 -
Custom Salesforce Meeting type names for reporting
It would be fantastic to have two options for the meeting type name, one that shows in the MeetingTypeCP field and one that is shown to the sales team. For example, we have multiple demo meeting types for different languages, such as "Demo - English", "Demo French" etc. so that the sales team can select the correct option. We'd love to be able to have them all show as "Demo" in SFDC so that we can more easily filter and report by meeting types.
5 votes
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