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Use the extension’s booking window to book a meeting on your own calendar, or to hand a prospect to a colleague through a Relay, from your CRM, Gmail or any page. Once it’s booked, you can mark no-shows, reassign the meeting and book follow-ups from Google Calendar.
BEFORE YOU BEGIN
  1. Install and set up the Chrome extension.
  2. To book for colleagues, your admin needs to add you as a booker on a Relay.

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Book a meeting

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Step 1: Open the booking window

Start from wherever you are:
  • On a HubSpot, Salesforce or Zoho record, click the RevenueHero button. In HubSpot it reads New meeting via RevenueHero.
  • On an email in Gmail, click the RevenueHero button in the email header or next to the sender’s address.
  • Anywhere else, press Cmd + K (Ctrl + K on Windows) and choose Book a new meeting. On a page that lists contacts, choose Book a meeting for a contact on this page and pick one of the email addresses it finds.
The booking window opens with the contact’s details filled in when it can read them from the page.
A HubSpot contact record with the New meeting via RevenueHero button at the top right

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Step 2: Fill in the booking window

  1. Check the prospect’s email, or type it in. If the prospect is in your CRM you’ll see Contact found. If not, you’ll see Looks like a new contact.
  2. Under Which relay should be used?, pick a Relay and click Continue.
  3. Check the prospect’s name and time zone.
  4. Under Who should get the meeting?, choose Assign to me to book on your own calendar, or Book for colleague to let the Relay choose the rep.
  5. Answer the Relay’s questions on the right. Questions with an asterisk are required.
  6. Click Book a Meeting to choose a time now, or Share time slots to send the prospect times to choose from.
The booking window with the prospect's email, name and time zone, the Relay, Assign to me selected, and the Relay's questions

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Step 3: Pick a time and book

  1. On the calendar, click an open time in the rep’s availability. You can add up to 5 team members and any external guests. If you started from a Gmail thread, the people on that thread, including anyone in CC, are suggested as guests.
  2. Click Book now. Everyone gets a calendar invite, and the meeting is logged in your CRM.
The booking calendar with a time selected and guests suggested from the Gmail conversation
To let the prospect choose the time, click Share link next to Allow prospect to self-book? at the bottom of the calendar.
Your admin’s Relay setup and your booking preferences decide whether you can change the rep the Relay picks, book over existing meetings, or book outside working hours.

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Manage meetings from Google Calendar

In Google Calendar, open a meeting booked through RevenueHero to act on it:
  • Mark as ‘No Show’ on a past meeting records the no-show in RevenueHero and updates your CRM. Super admins see it. On accounts with custom roles, anyone with the meeting modify or meeting team modify permission sees it.
  • Reassign the meeting on an upcoming meeting moves it to another rep.
  • Book a Follow Up opens the booking window with the guest’s details filled in.
  • The CRM icon next to a guest opens their record in your CRM.
A Google Calendar event pop-up with Mark as No Show and Book a follow up at the bottom

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Open the booking window from a custom button

You can open the booking window from a custom button in your CRM or from another app your team uses. Point the button at this link, and add the prospect’s details as parameters to fill them in:
A browser tab opened from the redirect link, showing the booking window with the prospect's email filled in
This is useful in Salesforce Classic, where the extension can’t add its own button.
The link works only for people who have the extension installed and are signed in to RevenueHero. It opens the booking window and passes nothing else on, so UTM parameters added to it are ignored. Use a Quick Link when you need UTMs on a booking link.
You can now book and manage meetings from wherever you work, without switching to the RevenueHero app.

How to create Relays?

Set up the Relays your team books through.

Setting Your Booking Preferences

Preselect a Relay and set your booking defaults.