115 results found
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5 votes
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Scheduling with a Group Calendar
It would be very useful to connect a general group calendar to Chili Piper. When new CSM's/Professional Services employees are hired, often their start dates are a few weeks from when they accept the offer and they do not get a company email account until they start. Customer trainings are constantly being scheduled, and we would like to schedule trainings with our new reps. Allowing us to book onto a general group calendar would allow us to continue scheduling trainings before the new rep starts.
4 votes -
Open API for custom builds
Open API that allows for Chili Pipers scheduling functionality to be used within marketplaces, to integrate with non-native CRM solutions, etc.
3 votes -
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 duplicates1 vote -
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.
2 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.
17 votes -
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…
16 votes -
Open API for Workato integration
Having an API endpoint to integrate Workato with Chili Piper at the level that Zapier is currently integrated.
15 votes -
Copy URL from Suggested Times
You can embed times and insert a preset "Click here to schedule!" hyperlinked text, but can't just copy the link to hyperlink your own text. I often insert the preset hyperlink text, click it, copy the booking URL, then delete and hyperlink my own text.
14 votes -
Form Mapping for Events in Salesforce
Just like there is already Form Mapping that allows to modify fields on the lead/contact, this should also be enable for the Event object in Salesforce.
12 votes -
Configure a short delay after qualification and before scheduler is presented
We have meetings that are created with no name and the cc email without a link to the Prospect in HubSpot. Chili Piper's suggestion was to let Chili Piper create the contact, but we are unable to do so since we use the HubSpot tracking pixel and contacts are created upon FormSubmit (we cannot change this for a variety of reasons). This only seems to be an issue if the prospect books immediately when presented with the scheduler. If we could configure a delay of just a few seconds, I think this issue could be solved.
1 vote -
Dropoff Notifications
We need a notification on Slack every time a prospect dropoffs after filling the form.
1 vote -
Automatically create an Opportunity when a meeting gets booked
We can do this today with some APEX code and process builders, but would be much easier to setup and manage if CP could create an Opportunity when a meeting gets booked of a certain meeting type, although it may need to be an optional setting... possibly within the chrome ext during booking or after you book a meeting.
10 votes -
CRM Actions - Events / Delete for Personal Meeting Types
“Keep the meeting in Salesforce” setting should still apply to personal meeting types. We could do this by:
-Inheriting the setting from the User's Default Workspace
-Add Events/Delete setting to Personal Workspace CRM Actions
- Or a (global) Super Admin setting to control this per user.See https://floatingapps.atlassian.net/browse/CPP-8933 for more details.
5 votes -
Edit suggested times
Would be nice to have an easy way to modify suggested times once they've been added in without having to erase and re-do. This is useful to check/update the correct meeting type, update duration, ensure all the guests are on the recipient list, ensure proper time zone is displayed, etc. If any one of these is potentially off, you have to erase and restart
10 votes -
[Intercom] Select queue, not user, to book meeting with
For the CP app in custom bot, we should be able to choose a queue, rather than specifying a user in the queue to book a meeting with.
10 votes -
Populate Meeting Start Day/Time to HubSpot
What I'm trying to do is actually a workaround since I'm not able to send notifications to a gmail alias in Chili Piper. Since I need to send the notification in HubSpot, I need to be able to pull meeting start date/time from a property that's populated by Chili Piper.
8 votes -
Automatically set Instant Booker Time Zone Based on Main Guest's HubSpot Contact Time Zone
I'd like IB to pick up on the time zone my Main Guest's contact record is set to (If known) so I don't have to remember to select the correct time zone.
Much of the time a prospect has already booked a meeting in the past and the time zone property (native to HS) is set by their cookie.
Using their time zone in IB would be amazing and a big time saver.
3 votes -
Queues - 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 -
LinkedIn Message Integration
Ability to insert suggested times into LinkedIn messages.
4 votes
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