Write custom fields to Salesforce Event or HubSpot Meeting Engagement from routing
Tristen Sleeper
Right now, using the JS options, we can write to custom fields on the Salesforce Event object (or activity object really). It would be nice if there was a way to do this with router links as well because some customers would like to write to UTM's on the event object and it's complex to make that happen.
another option would be to update fields directly on the event node in the concierge router and to have the option to either update fields with values from the form or update static fields. It's common to have to set the "type" or something else like that. It would be huge to do that natively in Chili Piper.
On top of this, Hubspot now makes it possible to create custom fields on the Meeting Object. As customers utilize this capability, this feature becomes all the more useful for getting more meeting information (like booker, assignee, etc.) into custom fields in the Hubspot Meeting Engagement.
C
Chitresh Singh
Datarails has also asked for this
R
Ryan Irwin
Several tools like Groove and others allow writing to the event object. I think it would make a lot of sense for customers to be able to map and write to event object fields as well. For example we track custom fields to meeting type etc and should be able to fill that out when assigning a meeting type to a meeting or manually fill it out when booking meetings. Glad to help show use cases if helpful.
Amina Bouzidi
My customer uses Event "Type" and other fields in the Event itself, and needs to develop a Salesforce workflow to update those fields upon meeting booked..
If Chili Piper offers the possibility to update directly those fields it will simplify the process