3 results found

1. Routes - 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.

   9 votes

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

   With the flow builder, you can decide whether to add the create and update nodes to your Router, which will allow you full customization.

2. Automatic lead to contact conversion

   companies have requested to be able to have automatic lead to contact conversion

   8 votes

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

   Check out updates here for more details: https://help.chilipiper.com/hc/en-us/articles/26274868262547-Product-Updates-February-8th-2024

3. Update Leads/Contacts option in CRM Actions

   CRM actions only has an option to Create Lead/Contact or not create anything at all. It would be great if there's also an option to just UPDATE lead/contacts (for just existing ones) as we do not want Chili Piper to directly create leads into our CRM

   3 votes

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   1 comment  ·  CRM Actions  ·  Delete…  ·  Admin →
   Released  ·  AdminAlly Hardesty (Product Operations Manager, Chili Piper, Inc.) responded

   Updated in CRM actions on the Demand Conversion Platform