If you add these fields in Salesforce, on the event object, you can record the number of times a meeting was rescheduled.
There are many ways to automate your rescheduling process – see below:
1. Add this dynamic field in meeting templates and reminders:
Here’s an example of a reminder that’s using this dynamic field:
2. Create a formula field Salesforce of type text as an activity custom field with the following structure:
See screenshot from Salesforce.
can be found in your Chili Piper home screen before ".chilipiper" in the booking links card or your booking links page - see example below:
Map this field in your email automation tools.
If you want it to look like a URL in your Salesforce page to your team, you can use a Hyperlink structure:
3. Create a button in Salesforce
You can also add a custom button in Salesforce with the same outcome.
The settings in Salesforce for the button should be similar to those below, and you should make sure you don’t forget to add it to the Event page layouts once you create it.
The button should have the following structure:
Where "mycompany" is your organization's subdomain in Chili Piper.