2 results found

1. 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

2. 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