The following steps are for admins only. If you’re a user looking to set up your account, click here
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
Inbound Router
Add an Inbound Router to start qualifying & routing leads to the right sales representative.
Campaign Router
Add a campaign router to turn your email campaign CTAs into scheduling machines
Relays
Add a Relay for consistent, reliable meeting hand-offs, every single time
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.