Automation

Automate what happens after meetings get booked

RevenueHero handles what happens after the booking: statuses in the CRM, credits in the queue, reminders to the prospect, and syncing data to the rest of your stack.

500+ B2B companies route and schedule leads with RevenueHero

What really sold us on RevenueHero is the excellent team and support we’ve had from implementation onward.

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Jared DeLuca
Director of Operations

Thanks to RevenueHero, we’re able to book meetings with 75%+ of qualified inbounds the same day, up from around 40%

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Osman S.
Head of GTM Ops
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After RevenueHero, we've cut short the time it takes for us to give a demo to our prospects. We've been able to do it much more quicker and it's a better process for prospects as well.

Yeshwanth k
GTM Product Management
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With RevenueHero, I can actually have a shorter sales cycle at a really high level of complexity. It's like all the logic happens at the point of signup, which means that there are no problems for my sales team.

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Bryan Bumgardner
Director of Growth Marketing
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RevenueHero works really damn well. The percentage of qualified meetings that were getting booked on our website within the first 3 months of implementation was beyond our expectations.

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Marty Bauer
Director of Sales
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Someone on your team is doing this by hand right now

Somewhere on your team, an ops person is crediting reps back in a spreadsheet after no-shows. A manager is spending the day on Slack deciding where leads go, one at a time. And a rep forgot to log the meeting, so the CRM says it never happened. None of it shows up in a job description, but it all takes somebody's afternoon.

CRM sync

Every meeting logs itself in the CRM, statuses and all

Every meeting writes its own record. Statuses flow through the whole lifecycle, meeting-level properties land where reports can find them, and when a write fails, the log says so instead of staying quiet.

  • Statuses through the full lifecycle: booked, rescheduled, canceled, no-show, completed
  • Meeting-level properties, automatically: meeting type, no-show flag, router, and rule land on the HubSpot or Salesforce record
  • Field-level receipts: every push logged as success, partial, or failed, with the error surfaced
  • Triggers for deal creation: RevenueHero syncs the meeting statuses; your CRM workflow uses them to create the opportunity

“Deep sync with contacts and companies, automatic meeting/activity logging, custom property support. Keeps CRM data clean and up-to-date while saving SDRs/AEs admin time."

Giada Purini
Marketing Development Representative
Rebalancing

No-shows credit back and the queue recalibrates itself, automatically

When a prospect no-shows, somebody owes that rep a meeting. RevenueHero settles it on its own: the credit comes back, the rotation rebalances, and nobody keeps score by hand.

  • Automatic credits: no-shows and cancellations return the rep's turn without anyone asking
  • Queue recalibration: the rotation adjusts on its own, so a bad Monday doesn't cost a rep their week
  • Vacation compensation: reps coming back from time off get worked back in, not buried
  • Reassignments recalibrate too: when a meeting moves to another rep, weights and credits adjust automatically
Lifecycle automation

Anything in the meeting lifecycle can trigger anything in your stack

Fifteen lifecycle triggers, seven actions, wired any-to-any, with optional delays. Notifications, reminders, and webhooks all run natively, so none of it depends on a Zapier chain you'll be debugging later.

  • Notify the team: Slack channels routed by territory
  • Remind the prospect: timed email and SMS that branch on whether they accepted the invite, which is where fewer no-shows comes from
  • Push to the stack: any meeting event fires a full-payload webhook to any HTTPS endpoint, warehouse included
  • Close the paid loop: server-side events to Meta CAPI and Google Enhanced Conversions, so ad platforms optimize on booked meetings, not form fills
Learn more

"As a startup, being able to automate top of funnel wherever possible is critical for us. Revenue Hero is able to accommodate the complex routing rules and workflows without any stress about things going to the right rep, and we don't worry about missing any potential leads."

Lydia Tapia Hutchison
Head of Business Development

“RevenueHero's native data enrichment is top notch."

Hilary Flanagan
Chief Operating Officer
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Enrichment

The form asks for two fields and enrichment fills in the rest

Waterfall enrichment fires the moment the form submits. Job role, company size, revenue, and industry fill in server-side while your form stays two fields long, with no separate enrichment vendor to buy.

  • Waterfall enrichment add-on: multiple sources queried in milliseconds, so one provider's bad data doesn't route the lead wrong
  • Short forms, full picture: name and work email from the buyer, everything else from enrichment
  • Mapped into your CRM: enriched fields land on the contact and account where your reports live
  • Layers onto your existing setup: distribution rules run on enriched data in minutes, with nothing rebuilt
Learn more
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Set the rules once, then log in monthly to check nothing needs changing

hubspot CRM
Switched from Chili Piper
WHAT WAS BROKEN
x
Leads were routed to reps by hand off the form
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The booking link arrived five minutes later, by mail
x
Reps chased the meeting through a back-and-forth thread
Read the case study

81%

of qualified form fills complete as meetings

"This is one of those tools where we saw an immediate impact once we set it up. We're seeing a lasting impact that is consistent and that continues to compound."

Marty Bauer
Director of Sales