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'Automatic opportunity creation' has been merged into this idea

Integrations: CRM Actions

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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.

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AdminGaines Murfee (Director of Customer Success, Chili Piper, Inc.) shared this idea  ·   ·  Report…  ·  Admin →
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  • Brian Jones commented  ·   ·  Report

    We want to shift to reporting demos in the opportunity object, because it solves event duplication issues and makes funnel reporting much cleaner. We would like for Chilipiper to autocreate an opportunity when a prospect books a meeting on a rep's calendar.

  • Jared Wexler commented  ·   ·  Report

    Companies have also requested automatic opportunity creation