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61 results found

  1. Leandata does this and was a blocker for a customer

    1 vote

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  2. Stamp related Account/Contact to a field on the Lead Object.

    3 votes

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  3. Currently, the Distro Trigger can only monitor 1 field for "When a specific field is updated." Having the ability to monitor multiple fields would be a big lift for us. We have a Primary Field, which we are using, but being able to monitor multiple fields would be a very nice to have.

    Through the Entry Rules, we can make sure only the right Leads/Contacts are routed, but with only a single Trigger field, it makes it difficult to capture the right Leads/Contacts.

    Ideally it would be similar to the Field Update interface where you can add multiple fields to…

    3 votes

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    1 comment  ·  CRM Router  ·  Admin →
  4. We use ownership rules heavily and our rules match against opportunities and their owners. Opportunities in our Salesforce instance can have different owners. Because Chili Piper randomly selects an opportunity to match against currently, this leads to inconsistency in terms of how the ownership rule is applied, which undermines the effectiveness of the rule. Please provide the ability to control the sort order in which opportunities are pulled back (or provide a sane default - always use the most recent opportunity based on the criteria) so that this rule can be relied upon.

    2 votes

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    0 comments  ·  Rules  ·  Admin →
  5. Add a button at the top of a Distro router that takes you directly to the linked Logs, next to 'Preview Flow'. You can do practically everything from within Flow Builder now except navigate directly to the Logs.

    1 vote

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    0 comments  ·  CRM Router  ·  Admin →
  6. Would love the ability to match a Lead to an Account and not route to the Account owner.
    Being able to write to a field on the Lead object which indicate it's matched to a certain account but hasn't been routed yet.

    3 votes

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  7. Being able to say route here if within 60 days of X date field.

    1 vote

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  8. Ability to set the hours distribution (in our case, contacts) should run. For example, a contact is picked up by CP at 6pm local time, we want the distributor to only route that contact the following day during working hours. This is so that we can track SLAs accurately in Salesforce, as we do not expect our reps to be working at 6pm. Putting a busy block on one's calendar works for the weekend but not after hours on working days.

    1 vote

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    0 comments  ·  CRM Router  ·  Admin →
  9. When a prospect is assigned through "Queues for prospects who didn't take action" to a Owner from a queue booking link, all members should be notified about it and not only the Lead/Contact owner. It can give a better visibility to all members of this group queue.

    1 vote

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    0 comments  ·  Form Router  ·  Admin →
  10. Ability to add a route in a Salesforce Campaign. Campaigns help Marketers track the results of a Campaign by providing important KPIs.

    1 vote

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    Released  ·  0 comments  ·  Custom Objects  ·  Admin →
  11. Would prefer the option to show ONLY the calendar for the next rep in the queue. Classic round-robin distribution instead of combined availability of all reps in queue. rep1-rep2-rep3-rep4, then back to rep1-rep2-rep3-rep4. If a meeting no-shows or cancels, it is the rep's responsibility to get the meeting back on the calendar themself .

    58 votes

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    7 comments  ·  Algorithms  ·  Admin →
  12. Adding the ability to search on multiple factors for Account Matching in addition to just email domain. This would solve for situations where companies have multiple accounts for the same company (typically different country locations).An example would be searching based on email domain + another field such as country.This would also allow for matching to accounts for public email domains as well.

    37 votes

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    Released  ·  1 comment  ·  Rules  ·  Admin →
  13. Want ability to pause a rep in queues rather than individually remove from each queue. the main issue is with such a large sales org, there are a lot of instances where reps either forget to mark their calendars as OOO or unexpectedly have to go on leave, and the only solution for us is to completely take them out of each of the RR.

    5 votes

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    1 comment  ·  Queues  ·  Admin →
  14. Currently it is not possible to create a rule in Distro where "Date Field is greater than X Date." You have to create a formula field in Salesforce to calculate the UNIX date and then reference that field in your Distro rules. Being able to reference date fields directly opens up a lot of doors for routing and simplifies the process.

    6 votes

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    0 comments  ·  Rules  ·  Admin →
  15. Distro being able to mark a field value as blank or clear it. Helpful not to have to build formula fields for this in sfdc. We have existing prospects coming back all of the time. Don't want to build out a formula field.

    1 vote

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    0 comments  ·  CRM Router  ·  Admin →
  16. Long-winded lead-in:I am an admin user and my company primarily uses Chilipiper for Concierge purposes. As a best practice, we want to use the credentials of a system/not-actual-people users as the primary means of integrating SaaS services together (e.g. Salesforce <> ChilIPiper). This future-proofs our tools for when people leave the company or go on vacation etc.We have done that for Salesforce, but I also wanted to specify that the Default Booker in our meeting queue as that same system user. However, the email address associated with the system user is a Google Group alias (we generally do not…

    19 votes

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    3 comments  ·  Queues  ·  Admin →
  17. Being able to route custom objects via Chili Piper would be incredible!

    14 votes

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    This is available for all products on the Demand Conversion Platform!


    For Distro, you need to go to "Object" and enable the Object to trigger from there.


    For the other products, you have access to other objects through the rule builder in explicit mode


    Lead > Custom Object > ...

  18. We have the need for more than one router redirect if the appointment request is a current client and if the client is international and we do not service their area yet.

    15 votes

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    2 comments  ·  Form Router  ·  Admin →
  19. After a conference, ability to use Chili Piper to upload a list of lead-scans to be distributed to reps via Chili Piper's routing logic.

    14 votes

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    0 comments  ·  CRM Router  ·  Admin →
  20. As of today, Chili Piper can redirect upon specific actions - a meeting being scheduled, a prospect being DQ’d, etc. It would be great to be able to conditionally redirect based on their form-filled values.

    13 votes

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    1 comment  ·  Form Router  ·  Admin →
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