13 results found
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Allow the ChiliCal extension button to show up on secondary email fields on Leads/Contacts in Salesforce
Currently the ChiliCal button will only show on the standard primary email field on a Lead or Contact in Salesforce. However, sometimes a customer will have multiple email addresses that are stored in secondary email fields. It would be useful for the extension to automatically show up on those fields, or to allow Chili Piper admins to customize which fields the extension shows up on.
7 votes -
Execution Delay Step in Concierge Workflow
Context: We utilize a custom implementation where a third-party form creates leads in Salesforce via API. We have strictly disabled Chili Piper's permission to create new leads to prevent duplicates/conflicts.
Problem: A race condition exists between the form tool's API call and Chili Piper's execution.
Prospect submits form.
Chili Piper Concierge triggers immediately and attempts to write booking data to Salesforce.
Chili Piper searches for the lead email but returns null because the form tool is still processing the creation request.
Chili Piper fails to update the lead (as it does not exist yet) and fails to create a new…
2 votes -
Allow for Chilipiper License Status to be displayed in SFDC
Currently we can only see a user's licenses on Chilipiper, but I was wondering if it was possible for us to create a custom user field in SFDC (license status for ex.) and have said field populated based on whether or not the user has a license in Chilipiper. This would require a bidirectional sync in order to work, but would make reporting much easier for us.
1 vote -
Map the meeting invite emails and the meeting reminder emails over to salesforce
The reminder emails that chili piper sends to guests, as well as the initial meeting invite email that chili piper sends when the guest books their demo, can those emails be mapped over to salesforce so we can see a history of them on the Lead/Contact record?
Our reps work in salesforce and gong and being able to confirm whether those emails have been sent, and whether they were opened, in the place they are usually working would be great.
2 votes -
mapping multiple domains for salesforce mapping
Relevant for ALL integration mapping, we have use cases where Salesforce (or the integration) uses usernames that have one domain, while the calendar account uses a different domain.
At present, if someone joins with their calendar, it cannot do automatic mapping for integrations due to the difference in domain names.
It would be great to support a global domain mapping in the integration screens so that domain.com -> email.com always, therefore if we find user@domain.com it will know to map it to user@email.com.
3 votes -
Chilical Extension in Salesforce Classic
At this moment the ChiliCal extension is only displayed under the Lead/Contact page on the lightning version of Salesforce but not in the Classic UI. We would like to have the ability to use the extension on the Classic UI as well.
2 votes -
Sync Timezone from CRM
Hi
I was just made aware that ChiliCal can do suggested Timezones when booking a meeting but it's based on the customer info being in Clearbit. It seems like there should be a way to do so using timezone in our CRM. We keep track of Timezone based on the address information we have in our CRM so it seems like we should be able to map that to the timezones in ChiliCal?
2 votes -
Support Dynamic Highlights Panel in Salesforce for Chilical Extension
Today the handoff/schedule button from the Chilical that appears next to a Salesforce record's email only works if the record page is using the old Highlights Panel component. Since Salesforce is telling users to implement the new Dynamic Highlights Panel component it would be great if Chilical supported email fields in that new page component.
Here are the SF docs on Dynamic Highlights Panel: https://help.salesforce.com/s/articleView?id=platform.dynamic_highlights_panel.htm&type=5
1 vote -
Retry event update for rescheduled events
Upon an event being rescheduled, CP only attempts to update the event date and time once - if CP receives an error or the record is locked due to other updates happening, CP will not retry to update the date and time. This causes rescheduled events to not get updated to new date and time.
6 votes -
Have the option to add a delay in creating a lead in Salesforce when a prospect books a meeting.
We have more that one automation firing (from other systems) at the point a new lead gets created. This can sometimes cause duplicate records to get created in Salesforce. I would like the option to add a delay (wait 5 minutes for example) to the creation of a new lead at the point the prospect books a meeting. So that if the lead has already been created in Salesforce, chili will simply update the booking fields for the existing lead rather than creating the lead instantly.
3 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.
18 votes -
Make it possible to set the Salesforce record type
Lead Record Type and Account Record Type (RecordTypeId) are used to distinguish between different types of leads/accounts in our CRM. These fields aren't available for mapping or setting as hidden fields in Chili Piper. It would be very helpful to be able to set this on the lead, since we use CP for scheduling calls for different record types.
2 votes -
Events: option to add notes after a meeting
After an onsite meeting concludes, email or text the assignee with an option to log notes to the activity record for the meeting. Especially helpful for onsite meetings at events where reps are not carrying their laptop.
3 votes
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