This article provides all the information you’d need to set up your account and get started on your journey to doubling your pipeline.

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Setting up your account

When you sign up and log in to your RevenueHero account for the first time, you’ll need to set up the following three things to get the maximum value.
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 set up

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.

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Personal profile set up

If you’re a sales rep who gets meetings assigned, there are a few things that you’ll need to make sure you set up to get meetings booked into your calendar seamlessly.

Set up your availability

Define your availability to let prospects book meetings in your calendar.

Integrate Calendar

Connect your Google or Outlook Calendar to start receiving meetings on your calendar.

Integrate Conference Tool

Connect your Conferencing tool like Zoom, Google Meet or Microsoft Teams to auto-generate links on meetings.