RevenueHero keeps your Zoho CRM up-to-date with Prospect and Meeting information
Meeting owner
The meeting owner is updated into the default owner field of the Contact based on your Matching or Distribution rule’s setting.
Lead & Contact custom fields
RevenueHero pushes Meeting and Prospect details automatically into your Zoho fields. You can use these properties to set up Custom Reports or Workflows in Zoho.IMPORTANTRevenueHero does not create these fields in Zoho. The Zoho admin of your organization needs to create these fields in your CRM and RevenueHero will update the values into them once they exist.
| Field Label | Internal Field Name | Field Type | Notes |
|---|---|---|---|
| RH Meeting Type | Meeting_Type | Single Line | Meeting Type name in RevenueHero for Inbound Router, Campaign Router and Relays and the Meeting Link name for Personal Meeting Links |
| RH Meeting Time | Meeting_Time | Date/Time | Meeting time of meeting in RevenueHero |
| RH Meeting Status | Meeting_Status | Picklist | Status of meeting in RevenueHero |
| RH No Show | No_Show | Checkbox | True if meeting is marked as No-Show in RevenueHero |