106 results found
-
Checkbox Trigger to Return No Shows back to the Bookers name as the Contact/Lead Owner
ex: SDR books a meeting for the AE and a no show for the meeting is marked - it should auto notify the SDR and return the lead/contact back to the SDR's nameAnd SDR should be sent a notification of the no show
3 votes -
Find Opportunity related to Contact instead of Account
Currently the logic behind OppOwner queue rules is to find the last modified Opportunity linked to an Account, which means that multiple Opportunities can be found for one prospect. As an option, implement a queue rule to find the Opportunity related only to the Contact, which may be more relevant in some cases.
3 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 -
book with superhuman
let's do this.
3 votes -
Attach events to closed opps in salesforce
We'd love the option to have Chili Piper relate an event to a closed opportunity, especially in scenarios when we are using a smart booking link with that opp ID. This is helpful when we have a prospect return to us after being closed lost. We also have team members who work out of closed won opportunities (sale is final, but product needs to be delivered).
2 votes -
Integration with Xant (Playbooks)
Our team is using Xant's cadence tool, Playbooks. We have seen a drastic increase in meetings booked using the "Instant Booking Link" capabilities provided by Chili Piper but we cannot use this functionality in Playbooks. If this integration was set up, we would be more likely to add more of our team to Chili Piper as our sales team is moving towards adopting Playbooks fully.
3 votes -
Set correct Time Zone when creating a Zoom Meeting
Currently when Zoom meetings are created, the UTC/GMT time appears to be being explicitly passed in the API call. This results in the Zoom Meeting being displayed in the Zoom interface in UTC/GMT as opposed to the Chili Piper User time zone or the Zoom User time zone. This is very confusing for any users that are also using the Zoom Web UI or client for meeting management and any notifications that are sent from Zoom display the GMT/UTC time zone as opposed to the "actual" time zone (CP or Zoom) of the meeting.
3 votes -
Several Improvements to Zapier Integration
The Zapier integration could use a considerable amount more work – that'd open up so many possibilities!In addition to the following:- Triggered for Cancelled Call (https://suggest.chilipiper.com/feature-requests/p/canceled-call-zap-trigger)- Including event time zone (https://suggest.chilipiper.com/feature-requests/p/include-event-timezone-in-available-zapier-fields)Zapier also could really use: *** The ability to access more test data **•Currently, Zapier can only see the first-ever meeting scheduled via my Chilipiper instance. I had a few different scenarios I need to test though (such as whether someone exists as a lead or contact in SFDC), so only having one Chilipiper event's worth of data to use in Zapier is very limiting *…
3 votes -
Create Deals in Hubspot, not just Contacts
Right now, CP can create contacts in Hubspot but not deals. Would be great
3 votes -
Add Round Robin Details to Zapier Integration
It would be beneficial for our reps to understand where they sit in the Round Robin when receiving a meeting. By adding this to the Zapier Integration we can push this to Slack to inform the Reps.
3 votes -
Add support for Salesforce Person Accounts
Currently Chili Piper cannot write to or create Person Accounts in Salesforce. These are unique objects that are essentially an "account" for a contact with no associated Company. Currently the only real option for customers who use Person Accounts is to have Chili Piper create leads and then the customer will convert them to Person Accounts.
2 votes -
Optionally Allow Admins to Log Meetings as Tasks
Some companies use Tasks to report on meetings created rather than the Events object. This would cover use cases to handle reporting for admins in the case they use Tasks and prevent them from needing to know how to create fancy process builders to manage this in sfdc.
2 votes -
2 votes
-
Pass the SF username when Reassigning or Cancelling an Event through Salesforce Button
If an user goes to an event in Salesforce and reassign the meeting or cancel it, we don't have any way to know who did it there. We need to have a way to track it, and passing this username internally would be the best way instead of trying to modify the Updated By field.
2 votes -
Change Opp or CaseStage by Meeting Type
I try to tie specific meetings to Opportunity / Case Stages. As a deal moves further down the funnel this gets harder but for the first few stages it would be pretty simpleS0 - Qualified meeting booked (auto create opp from CP meeting type = first call)S1 - First Meeting Complete (move from S0 to S1 if first call meeting template on related opp was not marked no show or cancled)S2 - Demo Complete (move to S3 if demo meeting type has completed. We use cases for onboarding. Same example as above but with kick off call etc
2 votes -
Update Lead Owner ONLY
Under CRM actions is an option to update owners BUT it updates both Lead and Contact owner. It will be cool to be able to update just one of them like how Create Lead works.
2 votes -
Add a Zapier trigger for attempted calls
For phone queues, would be great to have a Zapier trigger that would fire if users attempt a call and are not connected for some reason, so we can trigger a Slack notification based on this.
2 votes -
Add a Zapier trigger for propsect not taking any action
While we can assign these leads, we'd love to be able to trigger Slack alerts to prompt immediate follow-up. The only Zapier actions are new meeting/rescheduled meeting - would love one for attempts.
2 votes -
Integrate Concierge with ActiveCampaign
Add ActiveCampaign as a supported marketing CRM (in addition to HubSpot and Salesforce).
2 votes -
Update Chili Piper Information Salesforce Fields
Currently if you book a meeting, it gets created in Salesforce as an Event. If you use the Reassign CP button, and change the Queue and Meeting Type, ALL additional Chili Piper API connected fields will NOT update on the Salesforce Event (with the exception of the top fields that are native to an Activity Object for Events i.e. Subject, Date, Time, Assigned To). We use this workaround of using "Reassign CP" if the customer has booked the wrong meeting type so we can ensure they receive the correct customer correspondence according to the type of training they will receive.…
2 votes
- Don't see your idea?