Route meetings to your existing CRM owner for lead or contact with Matching rules
Matching rules in RevenueHero help ensure that any new contact who fills up a form gets meetings scheduled with the same account owner in the CRM.
Matching rules can be set up to:
Match to owner of existing contacts.
This assigns meetings to the same owner when the same contact submits.
Example:
john@notion.com submits a demo request form on the 13th of November and is assigned to Paula from the US sales team, and books a meeting with Paula.
If John submits the demo request form again on the 20th of November, RevenueHero will look up John’s account owner in the CRM and ensure that he is presented with the same owner’s calendar.
Match to the owner of similar contacts.
This assigns meetings to the owner of related contacts.
Example:
will@notion.com submits a demo request form.
john@notion.com is an existing contact in Hubspot. John’s account owner is Niklas.
RevenueHero can look up contacts with the same domain, and assign the meeting to the account owner of the latest contact.
Match to the owner of a company.
This assigns the meetings to the owner of the company. This is particularly helpful if you’re running an ABM campaign and going after a targeted list of companies.
Example:
rachel@notion.com submits a demo request form.
Notion is a company that already exists in your CRM and is owned by Michelle. RevenueHero can look up the company associated with the domain of the contact that submitted the form and assigns the meeting to the company owner.
To create a Matching Rule, use the side nav bar and click on Inbound → Matching Rules.
Now, click the ”Create New Rule” button on the top-right corner of your screen.
You can set additional conditions here based on CRM property values or Form Inputs that need to be checked.
Some conditions that you can check are if a prospect belongs to your ABM list or to skip records with empty account owner fields.
OUR RECOMMENDATION
Our recommendation is to have a chat with your team internally about when you’d like contacts to get matched before setting this up.
For example, if you’re creating a Matching Rule to assign meetings to an existing company’s owner, you can name it Match to the existing company owner. You’ll also have to choose if you want to update the account owner along with the owner property that needs to be updated in the CRM.
You also have an Advanced Settings button that you can click to enable fuzzy matching along with the CRM property that needs to be used for it.
b. To create a Matching Rule for Relays, use the side nav bar and click on Relays → Matching Rules.
The following steps are the same for both Campaign Router and Relays.
Assign Meetings
Set Conditions to Check
Understanding Meeting Settings
You’ll now be able to use this matching rule when you create a Campaign Router or Relays. 🎉
Route meetings to your existing CRM owner for lead or contact with Matching rules
Matching rules in RevenueHero help ensure that any new contact who fills up a form gets meetings scheduled with the same account owner in the CRM.
Matching rules can be set up to:
Match to owner of existing contacts.
This assigns meetings to the same owner when the same contact submits.
Example:
john@notion.com submits a demo request form on the 13th of November and is assigned to Paula from the US sales team, and books a meeting with Paula.
If John submits the demo request form again on the 20th of November, RevenueHero will look up John’s account owner in the CRM and ensure that he is presented with the same owner’s calendar.
Match to the owner of similar contacts.
This assigns meetings to the owner of related contacts.
Example:
will@notion.com submits a demo request form.
john@notion.com is an existing contact in Hubspot. John’s account owner is Niklas.
RevenueHero can look up contacts with the same domain, and assign the meeting to the account owner of the latest contact.
Match to the owner of a company.
This assigns the meetings to the owner of the company. This is particularly helpful if you’re running an ABM campaign and going after a targeted list of companies.
Example:
rachel@notion.com submits a demo request form.
Notion is a company that already exists in your CRM and is owned by Michelle. RevenueHero can look up the company associated with the domain of the contact that submitted the form and assigns the meeting to the company owner.
To create a Matching Rule, use the side nav bar and click on Inbound → Matching Rules.
Now, click the ”Create New Rule” button on the top-right corner of your screen.
You can set additional conditions here based on CRM property values or Form Inputs that need to be checked.
Some conditions that you can check are if a prospect belongs to your ABM list or to skip records with empty account owner fields.
OUR RECOMMENDATION
Our recommendation is to have a chat with your team internally about when you’d like contacts to get matched before setting this up.
For example, if you’re creating a Matching Rule to assign meetings to an existing company’s owner, you can name it Match to the existing company owner. You’ll also have to choose if you want to update the account owner along with the owner property that needs to be updated in the CRM.
You also have an Advanced Settings button that you can click to enable fuzzy matching along with the CRM property that needs to be used for it.
b. To create a Matching Rule for Relays, use the side nav bar and click on Relays → Matching Rules.
The following steps are the same for both Campaign Router and Relays.
Assign Meetings
Set Conditions to Check
Understanding Meeting Settings
You’ll now be able to use this matching rule when you create a Campaign Router or Relays. 🎉