What data is pushed by RevenueHero to Salesforce?

Meeting owner

The meeting owner is updated into the default owner field of the Contact based on your Matching or Distribution rule’s setting.

Activity custom fields

RevenueHero also creates an Activity in Salesforce when a meeting is created in your account and updates it with the following properties. You can find this under the Activity tab on your contact page in Salesforce.

NOTERevenueHero auto-creates these fields in Salesforce and updates them with the latest context. Ensure that you toggle field visibility for these fields to enable RevenueHero to pass the meeting data.

These are the fields in Salesforce for Activity that are auto-created by RevenueHero and updated with appropriate context.

Field Label	Internal Field Name	Field Type	Notes
RH Meeting Type	RH_Meeting_Type__c	Text(75)	Meeting Type name in RevenueHero for Inbound Router, Campaign Router and Relays and the Meeting Link name for Personal Meeting Links
RH No Show	RH_No_Show__c	Checkbox	True if meeting is marked as No-Show in RevenueHero
RH Canceled	RH_Canceled__c	Checkbox	True if meeting is Canceled in RevenueHero
RH Booked by Prospect	RH_Booked_By_Prospect__c	Checkbox	True if meeting is Booked in RevenueHero. False for Relays if the meeting was booked by the Sales rep on behalf of the prospect
RH Rule Name	RH_Rule_Name__c	Text(75)	The Rule Name in RevenueHero through which prospect was qualified
RH Assignee Name	RH_Assignee_Name__c	Text(75)	The Meeting Owner Name in RevenueHero
RH Router	RH_Router_Name__c	Text(75)	The Name of the Inbound Router/Campaign Router/Relay in RevenueHero
RH Booked By	RH_Booked_By__c	Lookup(User)	The CRM User who booked a meeting via Relay in RevenueHero
RH Booked By Name	RH_Booked_By_Name__c	Text(75)	The Name of the Relay Booker in RevenueHero
RH Rescheduled Count	RH_Rescheduled_Count__c	Number(18, 0)	The number of times a meeting was rescheduled in RevenueHero
RH Response Status	RH_Response_Status__c	Text(15)	The RSVP status marked by the Prospect to calendar event
RH Reschedule Link	RH_Reschedule_Link__c	Text(75)	The reschedule URL for the meeting
RH Cancellation Link	RH_Cancel_Link__c	Text(75)	The cancellation URL for the meeting

Lead & Contact custom fields

RevenueHero pushes Meeting and Prospect details automatically into your Salesforce fields. You can use these properties to set up Custom Reports or Workflows in Salesforce.

Field Label	Internal Field Name	Field Type	Notes
RH Meeting Type	RH_Meeting_Type__c	Text(100)	Meeting Type name in RevenueHero for Inbound Router, Campaign Router and Relays and the Meeting Link name for Personal Meeting Links
RH Meeting Date	RH_Meeting_Date__c	Date/Time	Meeting time of meeting in RevenueHero
RH Meeting Status	RH_Meeting_Status__c	Picklist	Status of meeting in RevenueHero: Not Booked Upcoming Cancelled Completed No Show
RH No Show	RH_No_Show__c	Checkbox	True if meeting is marked as No-Show in RevenueHero
RH Disqualified	RH_Disqualified__c	Checkbox	True if prospect is disqualified by RevenueHero
RH Inbound Router	RH_Inbound_Router__c	Text(75)	Inbound Router or Relay name of the meeting in RevenueHero
RH Campaign Router	RH_Campaign_Router__c	Text(75)	Campaign Router name of the meeting in RevenueHero
RH Meeting Created At	RH_Meeting_Created_At__c	Date/Time	Meeting creation time of meeting in RevenueHero

Home

Routing

Reporting

Rules

Meetings

Meeting Types

Meeting Categories

Meeting Links

Workflows

Teams

Settings

CRM

Web Forms

Enrichment

Integrations

FAQs and Quick Fixes

Guides

Resource filters

What data is pushed by RevenueHero to Salesforce?

Meeting owner

Activity custom fields

Lead & Contact custom fields

​Meeting owner

​Activity custom fields

​Lead & Contact custom fields

Meeting owner

Activity custom fields

Lead & Contact custom fields