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94 results found

  1. Integrate with other SMS providers, not just Twilio. Take a look at ClickSend instead :)

    1 vote

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  2. Very often, customers set themselves to "Out of Office" in Outlook and they expect to not receive bookings on their calendar. Right now, Chili Piper only sees "busy" as a block but it would be nice if Chili Piper also saw "Out of Office" as busy as that is normal practice for companies.

    1 vote

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    0 comments  ·  Outlook  ·  Admin →
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  3. Able to send all data into Snowflake directly.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  4. Allow Chrome extension to insert Suggested Times in ChurnZero.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  5. When a prospect selects a different time zone than the one presented to them, this is not recorded anywhere except in our database.

    It was suggested to me that we should store this time zone as a field in the CRM Event record as a custom field, or otherwise make it available as a dynamic tag to embed there.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  6. I spend a lot of my advertising budget on Facebook lead ads, but if I sent them to a Chili Piper page after to book a meeting with my team, they have to fill out the form again. Would be great to be able to enable a prospect to book a meeting after converting from a Facebook lead ad.. ideally directly in Facebook but it could also work on a thank you page I redirect them to... would just need to pass thru the info they already submitted so they don't have to refill a form.

    85 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  7. Would be helpful to have the meeting record in HubSpot marked with a Meeting Outcome of Completed via the integration. Would also need to be sure that any meeting marked as Completed could also be updated to a No-Show when the prospect is marked as not attending in Chili Piper.

    11 votes

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    1 comment  ·  HubSpot CRM  ·  Admin →
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  8. Upon an event being rescheduled, CP only attempts to update the event date and time once - if CP receives an error or the record is locked due to other updates happening, CP will not retry to update the date and time. This causes rescheduled events to not get updated to new date and time.

    6 votes

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    1 comment  ·  Salesforce  ·  Admin →
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  9. Currently, there is only the option to set who the meeting activity in Hubspot is assigned to and Chilipiper passes no value for who created the engagement.

    For ease of reporting, it is essential to capture both when working with an SDR <> AE handoff.

    For example;

    If Frank, an SDR, books a meeting for Don, an AE, the Hubspot meeting should have the following information;

    Activity Created by Frank
    Activity Assigned to Don

    Currently Don is being assigned but Frank is not showing in Activity Created By because of Chilipiper limitations in writing that information over.

    The proposed workarounds…

    9 votes

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    0 comments  ·  HubSpot CRM  ·  Admin →
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  10. Now, to push the meeting type from CP to HubSpot, it will be required to name it the same way it reflects in HubSpot. It is not efficient to rely on the name of the meeting type to push it to HubSpot. It will be more convenient and efficient to have a dedicated property, let's say, "HubSpot Meeting Type" associated with a meeting type in CP

    4 votes

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    0 comments  ·  HubSpot CRM  ·  Admin →
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  11. We would like to automate the no-show toggled if no external participant joins the Zoom call. This would massively increase reporting accuracy and reduce AE workload

    40 votes

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  12. In addition to being able to book a meeting from Hubspot contact record, it would be big time saver to be able to insert proposed meetings times into an email we are sending to a contact from within Hubspot.

    7 votes

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    0 comments  ·  HubSpot CRM  ·  Admin →
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  13. HubSpot only has the Assignee and the Main Guest associated. Additional guests are not added as designed.

    It would be beneficial for my business to show all people who will or have attended meetings, including our own team members, to properly prioritize and analyze show rates and attribute deals

    2 votes

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    0 comments  ·  HubSpot CRM  ·  Admin →
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  14. The integration only allows for one connected number, which means we have to choose between sending SMS reminders to the UK or ROW, but not both. The ability to choose which Twilio number to use when setting reminders i.e. Alphanumeric sender ID for UK or international long codes for everywhere else would allow us to use the reminders across all markets.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  15. I would like to see in Hubspot when a prospect clicked on the reminder email and if they replied to the email I'd like that email to come into HubSpot CRM as well so I can reply back.

    10 votes

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    0 comments  ·  HubSpot CRM  ·  Admin →
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  16. 6 votes

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    1 comment  ·  Other  ·  Admin →
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  17. Our new G2 Integration is awesome. However, it lacks country routing which is critical to so manyof our customers.

    G2 also seems to pull country from IP and pass that to my customers CRM so the data is available.

    Would be great to get that data passed to us asap so we can include country routing rules.

    11 votes

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    1 comment  ·  Other  ·  Admin →
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  18. Being able to book meetings directly in-app via Pendo for trial conversions/onboaring.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  19. 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

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  20. 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.

    18 votes

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    Idea  ·  0 comments  ·  Salesforce  ·  Admin →
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