4 results found

1. Hubspot Calendar Sync

   If a Hubspot is the CRM used with Chili Piper, Hubspot Calendar Sync must be turned off in order to not get duplicate meetings created by Chili Piper. Not everyone can do this as calendar events can often be created outside Chili Piper and need to be logged into Hubspot. The forces someone to either turn of calendar sync which will cause them to loose meetings or turn off event creation in Chili Piper which will cause them to loose important meeting information sent from Chili Piper.

   There should be an option to avoid this. Perhaps a way to sync events, have a wait step, or not create a google calendar event when you have calendar sync on.

   If a Hubspot is the CRM used with Chili Piper, Hubspot Calendar Sync must be turned off in order to not get duplicate meetings created by Chili Piper. Not everyone can do this as calendar events can often be created outside Chili Piper and need to be logged into Hubspot. The forces someone to either turn of calendar sync which will cause them to loose meetings or turn off event creation in Chili Piper which will cause them to loose important meeting information sent from Chili Piper.

   There should be an option to avoid this. Perhaps a way to sync… more

   3 votes

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   0 comments  ·  HubSpot CRM  ·  Delete…  ·  Admin →
   Released  ·  AdminAlly Hardesty (Product Operations Manager, Chili Piper, Inc.) responded

   This is solved with our Demand Conversion Platform with Hubspot!

2. Match CP meeting types with Hubspot meeting types

   Would be cool to match them. I mean, if a certain meeting type is booked through CP, setup the fact that the meeting type that is logged in Hubspot dedicated field

   19 votes

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   2 comments  ·  HubSpot CRM  ·  Delete…  ·  Admin →
   Released  ·  Todd Bracken responded

   HubSpot Admins!

   Chili Piper now writes to the “Meeting Type” property on Meetings created by CP in HubSpot! The name of the associated Meeting Type in Chili Piper will now appear on newly created Engagements in HubSpot.

3. Update contact owner even when engagements aren't created

   Today - if we set CRM actions to not create engagements in Hubspot, ChiliPiper doesn't update the Contact owner
   The 2 actions shouldn't impact one another. This forces us to keep engagement creation on, so both ChiliPiper and our GCal integration create an engagement in Hubspot - and all CP meetings create Hubspot duplicates

   1 vote

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   0 comments  ·  HubSpot CRM  ·  Delete…  ·  Admin →
   Released  ·  AdminAlly Hardesty (Product Operations Manager, Chili Piper, Inc.) responded

   Hello! This is now updated on the Demand Conversion platform.

   
   

   1. We do not create duplicate calendar events anymore
   2. You can customize update contact owner and not creating engagements

   
   

4. Hubspot No Shows

   Would like the ability to mark no shows directly in Hubspot

   4 votes

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   0 comments  ·  HubSpot CRM  ·  Delete…  ·  Admin →
   Released  ·  Todd Bracken responded

   Released in 2022! https://cp.canny.io/changelog/hubspot-meeting-outcome-property