Bulk Import Organizations via CSV This article covers: Using the Organization CSV import tool, you can bulk-add various organization accounts into Chisel by importing a CSV file. One way to use this tool is to either add the organization’s accounts or update them. Requirements: To get started, you will need the following: Note: A Chisel…
Category: Integrations
How to Configure Organization Custom Fields and Show Salesforce Details?
How to Configure Organization Custom Fields and Show Salesforce Details Requirements: To get started, you will need the following: Note: A Chisel account with contributor access can’t proceed with any integration process. Learn more about the Chisel user roles. Related Articles: Salesforce Integration
Idea Box CSV Import
Idea Box CSV Import This article covers: Need to import ideas into your workspace from spreadsheets, business systems, or databases via the CSV(Comma Separated Value) file format? We got the exact tool for fulfilling that purpose. Chisel’s Idea Box CSV import tool lets you populate your workspace with data and ideas and prioritize them. Requirements: …
How to Forward Emails Into Chisel as an Idea Using MS 365 Outlook
How to Forward Emails Into Chisel as an Idea Using MS 365 Outlook This article covers: If you’re already using Microsoft 365 Outlook, follow the steps below to create an email address that your users or colleagues can use to send feedback to your Chisel workspace. Requirements: To get started, you will need the following:…
How to Forward Emails Into Chisel as an Idea Using G Suite
How to Forward Emails Into Chisel as an Idea Using G Suite This article covers: G-suite is the google app designed for businesses. Therefore, if you, as a product manager use the G-suite, then having a singular email address that anyone can use to send feedback directly to your Chisel workspace, is a must. Follow…
HubSpot Integration via Zapier
HubSpot Integration via Zapier This article covers: If you’re already using HubSpot to capture feedback, Chisel’s HubSpot integration via Zapier is the perfect tool you can use to import the data into Chisel. In this case, we will import ideas via a new custom property in Contacts in HubSpot. Requirements: To get started, you will…
Email Integration
Email Integration This article includes: Ideas can strike anyone at any time; we’ve heard this phrase time and time again. Be it ideabox or any other tool, capturing ideas has become easier. However, if you discuss an email thread about certain ideas, how do you get them imported into your Chisel workspace.? Email integration at…
Salesforce Integration
Salesforce Integration This article covers: If you are already using Salesforce, Chisel’s salesforce integration is the tool that will help you to import feedback and ideas into Chisel efficiently. This article will guide you through the steps of connecting Chisel to your Salesforce account. We will also look at how you can authorize Salesforce integration…
Zendesk Integration
Zendesk Integration This article covers: Suppose you are already using Zendesk for customer communication. In that case, Chisel’s Zendesk integration is the best tool to capture customer feedback, feature requests, and product enhancement so that customers’ voices remain heard. With Chisel-Zendesk integration, your support team can quickly push relevant support tickets into Chisel’s Idea Box….
Intercom Integration
Intercom Integration This article covers: Suppose you are already using Intercom for sales and support communication. In that case, Chisel’s Intercom integration is the best tool to capture customer feedback, feature requests, and product enhancement so that customers’ voices remain heard. With Chisel-Intercom integration, your support team can quickly push relevant support conversations into Chisel’s…