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Organization Details

How to change Organization details?

New to RevenueHero? Welcome on board! 👋

Getting Started

Getting Started with RevenueHero

Routers in RevenueHero determine the experience that your contacts have when they submit a form on your website.

Overview

Overview of Routers in RevenueHero

Creating an Inbound Router is simple and easy. It's just six steps, and this article walks you through each step in detail.

Create Inbound Router

How to create an Inbound Router?

Mapping your web form allows RevenueHero to use each field in your form as routing conditions.

Form mapping

How to map your web form in RevenueHero?

Allow your prospects to read the scheduler through multiple languages.

Multi-language support

How to support multiple languages on your scheduler?

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.

Create Campaign Router

How to create a Campaign Router?

Creating a Relay is simple and easy. It's just six steps, and this article walks you through each step in detail.

Create Relays

How to create Relays?

Creating a form is simple and easy. This article walks you through each step in detail.

Create a custom form

How to create a form in RevenueHero?

Reports in RevenueHero offer an at-a-glance view of your funnel health and movement of meetings across different stages.

Overview of Reports in RevenueHero

Routing logs for your inbound routers give you details of every single form fill that is connected to a router.

Routing Logs

Routing logs for each form fill

Conversion reports give you an at-a-glance analysis of your overall inbound conversions with trends and funnel visualisations.

Conversion reports

Analyse your inbound funnel health

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.

Distribution reports

Track meeting distribution and outcomes

Routing logs for your campaign links give you ground up visibility of meetings getting booked through campaigns

Campaign Routing logs

Trace every single campaign CTA interaction

Conversion reports give you an at-a-glance analysis of your overall campaign performance and a funnel visualisation for your campaigns

Analyse your campaign performance

Stay on top of meeting distribution through campaigns

Route meetings to your existing CRM owner for lead or contact with Matching rules

Create Matching Rule

How to create a Matching Rule?

Route meetings to new owners for lead or contact via Round Robin with Distribution rules

Create Distribution Rule

How to create a new Distribution Rule?

Route meetings to multiple folks via Group Round Robin with Distribution rules.

Group Round Robin

How to create a Group Round Robin?

See what has transpired via Round Robin in your rule and calibrate if necessary

Round Robin History

Meetings are core to RevenueHero. Learn all about them here.

Meetings in RevenueHero

Customize your meeting configuration like duration, buffers and invite texts for your meetings in a few simple steps

Meeting Types

How to create a Meeting Type?

Default Availability

How to create a meeting type with default availability?

Events Schedules

How to create a meeting type for events?

Custom Availability

How to create a meeting type with custom availability?

Learn how to set up your own customized 1-1 meeting links

Personal Meeting Links

How to set up Personal Meeting Links?

Learn how to set up your meetings profile.

Meetings Profile

How to set up your Meetings Profile?

Workflows in RevenueHero help configure notifications when certain events occur

Overview of Workflows in RevenueHero

Creating a Workflow is simple and easy. It's just 4 steps, and this article walks you through each step in detail.

Create Workflow

How to create a Workflow?

Samples of different webhook payloads received for different source

Webhook Payload

Learn how to set up a workflow to receive Slack messages when a RevenueHero meeting ends

Slack notification for Meeting completion

Create Teams

How to create a Team?

Add Members to Team

How to add members to a Team?

Remove Members from Team

How to remove members from a Team?

Let's talk about how you can customize your profile to show off your swag.

My Profile

How to set up user profile?

Need to change your password? This article walks you through the steps.

Change Password

How to change Password?

Need to change your availability? Let's look at how you can edit this.

Change Availability

How to change my Availability?

Learn how to integrate RevenueHero user with Google/Outlook Calendar, Zoom, Google Meet, or MS Teams.

Integrations

Integrating Calendar and Conferencing Tool

Invite Users

How to invite users to RevenueHero?

Learn how to integrate RevenueHero with Slack, HubSpot, Salesforce, or Zoho CRM tools.

Organization Integrations

Lists

How to create lists in RevenueHero?

Distribution

How to change Round Robin settings?

Security

How to manage your RevenueHero security settings?

Customize how your scheduler loads, looks and feels. Let the Picasso in you run wild.

Branding

How to customize your Widget?

Give your links your brand's touch by adding a custom domain.

Custom Domain Configuration

How to set up custom domain?

Give your reminder emails your brand's touch by adding a custom domain.

Email Domain Configuration

How to customize email domain?

Integrate your HubSpot CRM with RevenueHero in 3 simple steps

Integrate HubSpot

How to integrate HubSpot CRM?

RevenueHero keeps your HubSpot CRM up-to-date with Prospect and Meeting information

RevenueHero HubSpot Fields

What data is pushed by RevenueHero to HubSpot?

Integrate your Salesforce CRM with RevenueHero in 4 simple steps

Integrate Salesforce

How to integrate Salesforce CRM?

RevenueHero keeps your Salesforce CRM up-to-date with Prospect and Meeting information

RevenueHero Salesforce Fields

What data is pushed by RevenueHero to Salesforce?

This guide helps you make RevenueHero fields visible in Salesforce

Toggle Field Visibility

How to make RevenueHero fields in Salesforce visible?

Integrate your Zoho CRM with RevenueHero in 4 simple steps

Integrate Zoho

How to integrate Zoho CRM?

RevenueHero keeps your Zoho CRM up-to-date with Prospect and Meeting information

RevenueHero Zoho Fields

What data is pushed by RevenueHero to Zoho?

Integrate RevenueHero's scheduler with your Custom HTML form in 4 simple steps

Custom HTML

How to integrate RevenueHero with Custom HTML forms?

Integrate RevenueHero's scheduler with your Gatsby form in 4 simple steps

Gatsby

How to integrate RevenueHero with Gatsby forms?

Integrate RevenueHero's scheduler with your Gravity form in 5 simple steps

Gravity

How to integrate RevenueHero with Gravity forms?

Get meetings booked right after your HubSpot Form submit.

HubSpot Form

How to integrate RevenueHero with your HubSpot form?

Integrate RevenueHero's scheduler with your Jotform form in 4 simple steps

Jotform

How to integrate RevenueHero with Jotform forms?

Integrate RevenueHero's scheduler with your Marketo form in 2 simple steps

Marketo

How to integrate RevenueHero with Marketo?

Integrate RevenueHero's scheduler with your Pardot form in 10 simple steps

Pardot

How to integrate RevenueHero with Pardot?

Get meetings booked right after your typeform submissions

Typeform

How to integrate RevenueHero with Typeform?

Integrate RevenueHero's scheduler with your Unbounce form in 4 simple steps

Unbounce

How to integrate RevenueHero with Unbounce forms?

Integrate RevenueHero's scheduler with your Webflow form in 5 simple steps

Webflow

How to integrate RevenueHero with Webflow forms?

Integrate RevenueHero's scheduler with your Intercom widget in 6 simple steps

Intercom

How to integrate RevenueHero with your Intercom widget?

Learn how to set up RevenueHero as a custom integration in Okta for Single Sign-On

Custom RevenueHero Integration

Setting up a Custom RevenueHero Integration in Okta

Integrate your Google calendar with RevenueHero in 6 simple steps

Google Calendar

How to integrate Google Calendar?

Integrate your Outlook calendar with RevenueHero in 5 simple steps

Outlook Calendar

How to integrate Outlook calendar?

Mark your calendar accordingly to ensure your out of office and internal slots are read correctly by RevenueHero.

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Reporting

Rules

Meetings

Meeting Types

Meeting Links

Workflows

Teams

Settings

CRM

Web Forms

Integrations

Guides

How to change Organization details?