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3 results found

  1. 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…

    24 votes

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    Idea  ·  0 comments  ·  Slack  ·  Admin →
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  2. 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…

    14 votes

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    Idea  ·  0 comments  ·  Slack  ·  Admin →
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  3. Slack Integration for Suggested Times and Group Booking Links

    It appears to be a trend that companies are engaging more and more with their customers directly in Slack. This is the case with one of my larger customers Tray.io. It would be very useful if their reps, specifically their CSM's, could insert suggested times and/or group booking links directly from Slack. The only way to do this currently would be to use the Chrome extension in Gmail to generate a group booking link and then paste it into Slack. The lack of this feature is preventing further adoption with their CS team.

    1 vote

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