# RevenueHero Docs

## Docs

- [How to install the RevenueHero script?](https://help.revenuehero.io/Inbound-router-installation.md): All the ways you can invoke the RevenueHero scheduler on your website, from standard form listeners to programmatic triggers like hero.submit() and hero.dialog.open().
- [How to integrate Freshsales CRM?](https://help.revenuehero.io/crm/freshsales.md): Connect Freshsales as your CRM so RevenueHero can route on your records and write meeting activity automatically.
- [What data is pushed by RevenueHero to HubSpot?](https://help.revenuehero.io/crm/hubspot/crm-fields.md): RevenueHero keeps your HubSpot CRM up-to-date with Prospect, Meeting, and Activity information
- [How to integrate HubSpot CRM?](https://help.revenuehero.io/crm/hubspot/overview.md): Integrate your HubSpot CRM with RevenueHero in 3 simple steps
- [How does Prevent Duplicate Logging work?](https://help.revenuehero.io/crm/prevent-duplicate-logging.md): Why RevenueHero waits before writing meeting activities to your CRM, and what to do if activities are slow to appear.
- [How to add a RevenueHero booking button in Salesforce?](https://help.revenuehero.io/crm/salesforce/booking-button.md): Add a custom button to your Salesforce Contact records so reps can book and relay meetings without leaving the CRM.
- [What data is pushed by RevenueHero to Salesforce?](https://help.revenuehero.io/crm/salesforce/crm-fields.md): RevenueHero keeps your Salesforce CRM up-to-date with Prospect and Meeting information
- [How to integrate Salesforce CRM?](https://help.revenuehero.io/crm/salesforce/overview.md): Integrate your Salesforce CRM with RevenueHero in 4 simple steps
- [How to make RevenueHero fields in Salesforce visible?](https://help.revenuehero.io/crm/salesforce/toggle-field-visibility.md): This guide helps you make RevenueHero fields visible in Salesforce
- [What data is pushed by RevenueHero to Zoho?](https://help.revenuehero.io/crm/zoho/crm-fields.md): RevenueHero keeps your Zoho CRM up-to-date with Prospect and Meeting information
- [How to integrate Zoho CRM?](https://help.revenuehero.io/crm/zoho/overview.md): Integrate your Zoho CRM with RevenueHero in 4 simple steps
- [How to setup Apollo enrichment in RevenueHero?](https://help.revenuehero.io/enrichment/apollo.md): Connect with Apollo to instantly enrich leads and route them based on job titles, company info, and more.
- [How to setup Clearbit enrichment in RevenueHero?](https://help.revenuehero.io/enrichment/clearbit.md): Connect with Clearbit to instantly enrich leads and route them based on job titles, company info, and more.
- [How to setup Crustdata enrichment in RevenueHero?](https://help.revenuehero.io/enrichment/crustdata.md): Connect with Crustdata to instantly enrich leads and route them based on job titles, company info, and more.
- [Pass enrichment data to your CRM](https://help.revenuehero.io/enrichment/enrichment-crm.md): Configure RevenueHero to pass enriched data points into specific fields in your CRM.
- [Enrichment 101](https://help.revenuehero.io/enrichment/enrichment-overview.md): Configure real-time enrichment to qualify and route leads with RevenueHero
- [How to set up Ocean.io enrichment in RevenueHero?](https://help.revenuehero.io/enrichment/ocean.md): Connect Ocean.io to enrich leads with company data and use it in your routing and qualification rules.
- [Filter out spam submissions from your lead funnel ](https://help.revenuehero.io/enrichment/zerobounce.md): Configure real-time spam check to disqualify/route spam leads with RevenueHero
- [How to set up ZoomInfo enrichment in RevenueHero?](https://help.revenuehero.io/enrichment/zoominfo.md): Connect ZoomInfo so RevenueHero can enrich every form submission with firmographics and use that data to qualify and route leads.
- [Sync CRM IDs in One Click](https://help.revenuehero.io/faqs-and-quick-fixes/crm-sync.md): Fix meeting attribution when your RevenueHero login email doesn't match your CRM email.
- [When User Inboxes Get Flagged: What It Means & How to Fix It](https://help.revenuehero.io/faqs-and-quick-fixes/flagged-user-inboxes.md): Keep your team connected with timely RevenueHero notifications.
- [Branding and customizations](https://help.revenuehero.io/guides/customizations.md): Customize your prospect's experience to relect your branding.
- [Getting Started with RevenueHero](https://help.revenuehero.io/home/get-started.md): New to RevenueHero? Welcome onboard! 👋
- [How to integrate RevenueHero into Appcues flows?](https://help.revenuehero.io/integrations/appcues.md): Setup in-app scheduling with account managers using Appcues and RevenueHero
- [Using RevenueHero’s Chrome Extension](https://help.revenuehero.io/integrations/chrome-extension.md): RevenueHero’s chrome extension allows sales reps to manage and book meetings no matter where they are in the browser.
- [How to integrate my conference link?](https://help.revenuehero.io/integrations/custom-conference.md): Integrate any conference tool link to RevenueHero and add them to your meeting invites automatically.
- [How to integrate Daily?](https://help.revenuehero.io/integrations/daily.md): Integrate Daily with RevenueHero in 4 simple steps
- [How to integrate Google Calendar?](https://help.revenuehero.io/integrations/google-calendar.md): Integrate your Google calendar with RevenueHero in 6 simple steps
- [How to integrate Google Meet?](https://help.revenuehero.io/integrations/google-meet.md): Integrate Google Meet with RevenueHero in 3 simple steps
- [RevenueHero JavaScript Events](https://help.revenuehero.io/integrations/javascript-events.md): RevenueHero JavaScript events are sent from the scheduler at different stages. Learn about those events that can be used to trigger downstream activities.
- [How to mark your calendar?](https://help.revenuehero.io/integrations/marking-ooo.md): Mark your calendar accordingly to ensure your out of office and internal slots are read correctly by RevenueHero.
- [How to integrate Microsoft Teams?](https://help.revenuehero.io/integrations/microsoft-teams.md): Integrate Microsoft Teams with RevenueHero in 3 simple steps
- [Setting up a Custom RevenueHero Integration in Okta](https://help.revenuehero.io/integrations/okta/custom-integration.md): Learn how to set up RevenueHero as a custom integration in Okta for Single Sign-On
- [How to integrate Outlook calendar?](https://help.revenuehero.io/integrations/outlook-calendar.md): Integrate your Outlook calendar with RevenueHero in 5 simple steps
- [How to integrate Slack?](https://help.revenuehero.io/integrations/slack.md): Connect Slack so RevenueHero can post routing and booking notifications to your channels and reps.
- [How to set up Twilio for SMS reminders?](https://help.revenuehero.io/integrations/twilio.md): Connect Twilio so RevenueHero can text meeting reminders, the single most effective lever for cutting no-shows.
- [How to integrate Zoom?](https://help.revenuehero.io/integrations/zoom.md): Integrate Zoom with RevenueHero in 5 simple steps
- [Meeting Categories in RevenueHero](https://help.revenuehero.io/meeting-categories/meeting-categories.md): Categorize relevant meetings and limit the number of meetings your reps are assigned.
- [How to limit how often a prospect or company can book?](https://help.revenuehero.io/meeting-categories/prospect-limits.md): Cap how many meetings a single prospect or a whole company can book.
- [How to set up Group Meeting Links?](https://help.revenuehero.io/meeting-links/group-links.md): Learn how to set up meeting links with combined availability of you and your colleagues.
- [Meeting Link Settings](https://help.revenuehero.io/meeting-links/link-settings.md): Meeting Link Settings allow admins to control CRM sync behaviour, configure base link assets, and create themes for all users. These settings apply to personal and group meeting links created within your organization.
- [How to set up your Meetings Profile?](https://help.revenuehero.io/meeting-links/meetings-profile.md): Learn how to set up your meetings profile.
- [How to set up Personal Meeting Links?](https://help.revenuehero.io/meeting-links/personal-meeting-links.md): Learn how to set up your own customized 1-1 meeting links
- [Meetings in RevenueHero](https://help.revenuehero.io/meetings/meeting-actions.md): Easily manage any scheduled meeting right from within your workspace — reschedule, reassign, cancel, or mark no-shows in seconds.
- [Meetings in RevenueHero](https://help.revenuehero.io/meetings/overview.md): Meetings are core to RevenueHero. Learn all about them here.
- [Analyse your campaign performance](https://help.revenuehero.io/reports/campaign/conversion-reports.md): Conversion reports give you an at-a-glance analysis of your overall campaign performance and a funnel visualisation for your campaigns
- [Stay on top of meeting distribution through campaigns](https://help.revenuehero.io/reports/campaign/distribution-reports.md): Distribution reports give you an at-a-glance view of how meetings are distributed amongst your sales team, along with the meeting outcomes associated to each sales rep.
- [Trace every single campaign CTA interaction](https://help.revenuehero.io/reports/campaign/routing-logs.md): Routing logs for your campaign links give you ground up visibility of meetings getting booked through campaigns
- [Analyse your inbound funnel health](https://help.revenuehero.io/reports/inbound/conversion-reports.md): Conversion reports give you an at-a-glance analysis of your overall inbound conversions with trends and funnel visualisations.
- [Track meeting distribution and outcomes](https://help.revenuehero.io/reports/inbound/distribution-reports.md): Distribution reports give you an at-a-glance view of how meetings are distributed amongst your sales team, along with the meeting outcomes associated to each sales rep.
- [Trace each submission with Routing Logs](https://help.revenuehero.io/reports/inbound/routing-logs.md): Trace, analyze and troubleshoot every single session regardless of qualification or meeting booking.
- [Overview of Reports in RevenueHero](https://help.revenuehero.io/reports/overview.md): Reports in RevenueHero offer an at-a-glance view of your funnel health and movement of meetings across different stages.
- [How to filter, search, and organize your resources?](https://help.revenuehero.io/resource-filters.md): Find any router, rule, meeting type, or team in seconds with filters, search, and custom view options across every page in RevenueHero.
- [How to create a Campaign Router?](https://help.revenuehero.io/routers/campaign/create-campaign-router.md): Creating a Campaign Router is simple and easy. It's just a few easy steps, and this article walks you through each step in detail.
- [How to create a form in RevenueHero?](https://help.revenuehero.io/routers/forms/custom-forms.md): Creating a form is simple and easy. This article walks you through each step in detail.
- [How to create a post-booking form?](https://help.revenuehero.io/routers/forms/post-booking-forms.md): Collect the context your reps need after a prospect books, without adding fields that hurt your conversion rate.
- [How to create an Inbound Router?](https://help.revenuehero.io/routers/inbound/create-inbound-router.md): Creating an Inbound Router is simple and easy. It's just six steps, and this article walks you through each step in detail.
- [How to map your web form in RevenueHero?](https://help.revenuehero.io/routers/inbound/mapping-your-form.md): Mapping your web form allows RevenueHero to use each field in your form as routing conditions.
- [How to support multiple languages on your scheduler?](https://help.revenuehero.io/routers/inbound/multi-language-support.md): Allow your prospects to read the scheduler through multiple languages.
- [Overview of Routers in RevenueHero](https://help.revenuehero.io/routers/overview.md): Routers in RevenueHero determine the experience that your contacts have when they submit a form on your website.
- [How to book a Relay meeting with a prospect from within any sales tool?](https://help.revenuehero.io/routers/relays/book-relay-meetings/within-any-tool.md): You can handoff meetings to the right rep in 2 clicks under 5 seconds. This article covers how you can do that.
- [How to book a Relay meeting with a prospect from within your CRM?](https://help.revenuehero.io/routers/relays/book-relay-meetings/within-crm.md): You can handoff meetings to the right rep in 2 clicks under 5 seconds. This article covers how you can do that.
- [How to book a Relay meeting with a prospect from within your Inbox?](https://help.revenuehero.io/routers/relays/book-relay-meetings/within-inbox.md): You can handoff meetings to the right rep in 2 clicks under 5 seconds. This article covers how you can do that.
- [How to create Relays?](https://help.revenuehero.io/routers/relays/create-relays.md): Creating a Relay is simple and easy. It's just six steps, and this article walks you through each step in detail.
- [How does Balanced Round Robin work?](https://help.revenuehero.io/rules/distribution/balanced-round-robin.md): Route the next meeting to the rep carrying the lightest current workload, so no one gets buried while others sit idle, instead of cycling reps in a fixed order.
- [How to create a new Distribution Rule?](https://help.revenuehero.io/rules/distribution/create-distribution-rule.md): Route meetings to new owners for lead or contact via Round Robin with Distribution rules
- [How to create a Group Round Robin?](https://help.revenuehero.io/rules/distribution/group-round-robin.md): Route meetings to multiple folks via Group Round Robin with Distribution rules.
- [Round Robin History](https://help.revenuehero.io/rules/distribution/round-robin-history.md): See what has transpired via Round Robin in your rule and calibrate if necessary
- [Strict, Flexible, or Balanced Round Robin: which should you use?](https://help.revenuehero.io/rules/distribution/round-robin-methods.md): The three Round Robin methods assign meetings on different inputs. Pick the one that matches whether you optimize for booking speed or even distribution.
- [How to update CRM owner fields when a distribution rule matches?](https://help.revenuehero.io/rules/distribution/update-owner.md): Write the assigned rep back as the owner on lead, contact, and account records when a distribution rule matches.
- [How to create a Matching Rule?](https://help.revenuehero.io/rules/matching/create-matching-rule.md): Route meetings to your existing CRM owner for lead or contact with Matching rules
- [Adding Form Entries to Meeting Invites in RevenueHero ](https://help.revenuehero.io/settings/organization/add-form-entries-in-the-invite.md): Push the form answers your AE actually needs into the calendar invite, and leave the routing-only fields out.
- [How to invite users to RevenueHero?](https://help.revenuehero.io/settings/organization/all-users.md)
- [How to customize your Widget?](https://help.revenuehero.io/settings/organization/branding.md): Customize how your scheduler loads, looks and feels. Let the Picasso in you run wild.
- [Custom Email Blocklist](https://help.revenuehero.io/settings/organization/custom-email-blocklist.md)
- [How to change Organization details?](https://help.revenuehero.io/settings/organization/details.md)
- [How to change Round Robin settings?](https://help.revenuehero.io/settings/organization/distribution/distribution.md)
- [Using Subgroups for Complex Qualification Logic](https://help.revenuehero.io/settings/organization/distribution/subgroups.md): Nest conditions logically to match how your qualification rules actually work. Eliminate endless AND/OR chains.
- [How to customize email domain?](https://help.revenuehero.io/settings/organization/email-domain.md): Give your reminder emails your brand's touch by adding a custom domain.
- [How to manage availability exceptions?](https://help.revenuehero.io/settings/organization/exceptions.md): Create one-off blocks and overrides so your team's availability reflects reality, not just their default working hours.
- [How to set up company holidays?](https://help.revenuehero.io/settings/organization/holidays.md): Create account-level holidays to automatically block your team's availability. No more relying on everyone to manually block their own calendars. Without holidays in RevenueHero, your team has to manually block their calendars for every company holiday. If one person forgets, meetings get booked on…
- [Organization Integrations](https://help.revenuehero.io/settings/organization/integrations.md): Learn how to integrate RevenueHero with Slack, HubSpot, Salesforce, or Zoho CRM tools.
- [Customizing Layouts in RevenueHero](https://help.revenuehero.io/settings/organization/layouts.md): With custom Layouts, design scheduling experiences that feel like an extension of your brand.
- [How to create lists in RevenueHero?](https://help.revenuehero.io/settings/organization/lists.md)
- [How to set up Meeting Locations](https://help.revenuehero.io/settings/organization/meeting-locations.md): Build a reusable catalog of how meetings happen (video, phone, or in-person) and attach them to your meeting types so prospects can pick how they connect.
- [Nominees](https://help.revenuehero.io/settings/organization/nominees.md)
- [How to set up custom domain?](https://help.revenuehero.io/settings/organization/scheduler-domain.md): Give your links your brand's touch by adding a custom domain.
- [UTM Parameters tracking in RevenueHero ](https://help.revenuehero.io/settings/organization/utm-tracking.md): Capture UTM parameters when prospects book meeting through RevenueHero
- [How to change my Availability?](https://help.revenuehero.io/settings/personal/my-availability.md): Need to change your availability? Let's look at how you can edit this.
- [Integrating Calendar and Conferencing Tool](https://help.revenuehero.io/settings/personal/my-integrations.md): Learn how to integrate RevenueHero user with Google/Outlook Calendar, Zoom, Google Meet, or MS Teams.
- [Setting Your Booking Preferences](https://help.revenuehero.io/settings/personal/my-preferences.md): Set up your default preferences for Relays.
- [How to change Password?](https://help.revenuehero.io/settings/personal/password.md): Need to change your password? This article walks you through the steps.
- [How to set up user profile?](https://help.revenuehero.io/settings/personal/profile.md): Let's talk about how you can customize your profile to show off your swag.
- [RevenueHero Settings](https://help.revenuehero.io/settings/settings-overview.md)
- [How to add members to a team?](https://help.revenuehero.io/teams/add-members.md): Add existing users or invite new reps to a team so they can start receiving meetings through round-robin distribution.
- [How to create a team?](https://help.revenuehero.io/teams/create-teams.md): Group your sales reps into teams so distribution rules can round-robin meetings between them, assign to selected members, or route to a single rep based on conditions.
- [How to remove members from a Team?](https://help.revenuehero.io/teams/remove-members.md)
- [How to create a Meeting Type?](https://help.revenuehero.io/type/create-meeting-type.md): Customize your meeting configuration like duration, buffers and invite texts for your meetings in a few simple steps
- [How to create a meeting type with custom availability?](https://help.revenuehero.io/type/custom-availability-meeting-type.md): Customize your meeting configuration like duration, buffers and invite texts for your meetings in a few simple steps
- [How to create a meeting type with default availability?](https://help.revenuehero.io/type/default-availability-meeting-type.md): Customize your meeting configuration like duration, buffers and invite texts for your meetings in a few simple steps
- [How to create a meeting type for events?](https://help.revenuehero.io/type/events-meeting-type.md): Customize your meeting configuration like duration, buffers and invite texts for your meetings in a few simple steps
- [Setting Up Meeting Type Sync Between RevenueHero and HubSpot ](https://help.revenuehero.io/type/hub-spo.md): Link your RevenueHero meeting types to HubSpot so every booked meeting is categorized automatically.
- [Security settings overview](https://help.revenuehero.io/untitled-page.md): Control who can sign into your RevenueHero account, which login methods they use, and which websites are allowed to embed your scheduler.
- [How to integrate RevenueHero with Custom HTML forms?](https://help.revenuehero.io/web-forms/custom.md): Integrate RevenueHero's scheduler with your Custom HTML form in 4 simple steps
- [How to integrate RevenueHero with Gatsby forms?](https://help.revenuehero.io/web-forms/gatsby.md): Integrate RevenueHero's scheduler with your Gatsby form in 4 simple steps
- [How to integrate RevenueHero with Gravity forms?](https://help.revenuehero.io/web-forms/gravity.md): Integrate RevenueHero's scheduler with your Gravity form in 5 simple steps
- [How to integrate RevenueHero with your Legacy HubSpot form?](https://help.revenuehero.io/web-forms/hubspot.md): Get meetings booked right after your HubSpot Form submit.
- [HubSpot Form Mapping](https://help.revenuehero.io/web-forms/hubspot-newform.md): Connect your form submissions directly to your inbound routing workflows.
- [How to integrate RevenueHero with your Intercom widget?](https://help.revenuehero.io/web-forms/intercom.md): Integrate RevenueHero's scheduler with your Intercom widget in 6 simple steps
- [How to integrate RevenueHero with Jotform forms?](https://help.revenuehero.io/web-forms/jotform.md): Integrate RevenueHero's scheduler with your Jotform form in 4 simple steps
- [How to integrate RevenueHero with Marketo?](https://help.revenuehero.io/web-forms/marketo.md): Integrate RevenueHero's scheduler with your Marketo form in 2 simple steps
- [How to map your web form in RevenueHero?](https://help.revenuehero.io/web-forms/overview.md): Mapping your web form allows RevenueHero to use each field in your form as routing conditions.
- [How to integrate RevenueHero with Pardot?](https://help.revenuehero.io/web-forms/pardot.md): Integrate RevenueHero's scheduler with your Pardot form in 10 simple steps
- [How to integrate RevenueHero with Typeform?](https://help.revenuehero.io/web-forms/typeform.md): Get meetings booked right after your typeform submissions
- [How to integrate RevenueHero with Unbounce forms?](https://help.revenuehero.io/web-forms/unbounce.md): Integrate RevenueHero's scheduler with your Unbounce form in 4 simple steps
- [How to integrate RevenueHero with Webflow forms?](https://help.revenuehero.io/web-forms/webflow.md): Integrate RevenueHero's scheduler with your Webflow form in 5 simple steps
- [How to create a Workflow?](https://help.revenuehero.io/workflows/create-workflows.md): Creating a Workflow is simple and easy. It's just 4 steps, and this article walks you through each step in detail.
- [Slack notification for Meeting completion](https://help.revenuehero.io/workflows/examples/meeting-completed-slack-notification.md): Learn how to set up a workflow to receive Slack messages when a RevenueHero meeting ends
- [Overview of Workflows in RevenueHero](https://help.revenuehero.io/workflows/overview.md): Workflows in RevenueHero help configure notifications when certain events occur
- [Webhook Payload](https://help.revenuehero.io/workflows/webhook-payloads.md): Samples of different webhook payloads received for different source

## Optional

- [Customers](https://www.revenuehero.io/customers)
- [Blog](https://www.revenuehero.io/blog)
- [Releases](https://www.revenuehero.io/releases)