This article provides all the information you’d need to set up your account and get started on your journey to doubling your pipeline.
The following steps are for admins only. If you’re a user looking to set up your account, click here

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RevenueHero 101

When you sign up and log in to your RevenueHero account for the first time, you’ll need to set up the following:
1

Connect your CRM

Connect either Hubspot, Salesforce, or Zoho CRM to start syncing data instantly.

HubSpot

Steps to integrate with HubSpot CRM

Salesforce

Steps to integrate with Salesforce CRM

Zoho

Steps to integrate with Zoho CRM
2

Create a Team

US Sales • EMEA CSMs • NAM SEs

Create sales teams and invite respective members to each team
3

Create Router

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Inbound Router

Add an Inbound Router to start qualifying & routing leads to the right sales representative.
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Campaign Router

Add a campaign router to turn your email campaign CTAs into scheduling machines
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Relays

Add a Relay for consistent, reliable meeting hand-offs, every single time

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Organization Setup

Every organization is unique. That’s why, you can customize how your scheduler looks, feels, and behaves. If you’re an admin of your account, below are some helpful links to help you set up your organization’s account to match your brand’s guidelines.

Add organization details

Give your organization account a name, add your logo, and set your time zone.

Customize appearance

Customize how your scheduler appears for your visitors.

Set up custom domain

Keep your scheduler on your own custom domain.

Configure round-robin distribution

Configure how meetings are distributed between your sales reps.