For RevOps and Marketing Ops

Workflows for the full meeting lifecycle.

Cut no-shows with timed reminders. Prep your reps the moment a demo books. Keep your data warehouse in sync without copy-paste. Complete lifecycle triggers from form-submitted to meeting-completed, so RevOps stops wiring workflows together by hand.

book a Demo

L

ved by 500+ modern B2B teams

Lved by 500+ modern B2B teams

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

company logo
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%

Smiling man with short curly hair wearing a tan jacket, standing outdoors with trees and buildings in the background.
Osman S.
Head of GTM Ops
Colorful clay arch toy with blue, pink, and yellow segments stacked inside each other.

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
freshworks icon

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.

Man with curly hair, a mustache, wearing a black turtleneck sweater, smiling slightly.
Bryan Bumgardner
Director of Growth Marketing
northbeam icon

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.

Smiling man with light brown hair and beard wearing a dark shirt.
Marty Bauer
Director of Sales
Omnisend_icon
What workflows do for you

Automate everything around the meeting lifecycle.

01
NOTIFY YOUR TEAM
Reps walk into every demo prepared.
Slack channels, manager DMs, email-to-assignee. Fires on book, cancel, no-show, reassign.
#revenue-wins 12 members
M
Maria L.2:08 PM
Just wrapped with Acme. Strong demo.
RevenueHeroAPP2:14 PM
🎉 New demo: Annabelle Mendez · Stratoscape
AE Jordan Kelly · SE Devi Patel
Thu May 23, 2:00 PM PT · Enterprise Demo · 30min
02
REACH YOUR PROSPECTS
Prospects show up. Meetings move forward.
Timed email + Twilio SMS, before and after every meeting.
9:41
9:41
Wednesday, May 22
💬 Messages · RevenueHero now
Hey Annabelle, quick reminder. Demo with Jordan tomorrow at 2:00 PM PT. Join: rh.app/d/x9k2
03
PUSH TO YOUR STACK
Your stack stays in sync with every booking.
Webhooks for all events. Send conversions through Meta CAPI, your data warehouse, AI agents or any destination.
workflow.webhook · meeting.booked
$ POST https://hooks.brightfield.co/rh/meeting-booked
  X-RH-Signature: t=1716341684,v1=8b3a…
  "type": "form_session", "status": "upcoming"
  "prospect": { "name": "Annabelle Mendez", "email": "annabelle@stratoscape.io" }
  "assignee": { "name": "Jordan Kelly", "email": "jordan@brightfield.co" }
  "meeting_type_name": "Enterprise Demo", "qualified": true
  "router_name": "Inbound · Demo Request"
200 OK // ingested · 142ms
PIPELINE.MEETINGS_BOOKED Results
SELECT prospect_email, meeting_type, router_name, booked_at
FROM meetings_booked
ORDER BY booked_at DESC LIMIT 5;
3 rows · 142ms 2 MB scanned
PROSPECT_EMAIL MEETING_TYPE ROUTER BOOKED_AT
annabelle@stratoscape.io Enterprise Demo Inbound · Demo Req. 22 14:14
elena@northwind.co Discovery Inbound · Demo Req. 22 11:58
priya@helixlabs.com Pricing inquiry Inbound · Pricing 22 09:32
1. Notify your team

Reps walk into every demo prepared.

Brightfield
Channels
# general
# demos
# revenue-wins 1
# sdr-handoff
# deals-closed
Direct messages
Jordan Kelly
Devi Patel
#revenue-wins
142 members · Pipeline updates from RevenueHero
RevenueHero
RevenueHero APP 1:42 PM
Demo booked: Saanvi Iyer · Kindlestack · Discovery · 15 min
RevenueHero
RevenueHero APP 2:08 PM
Meeting in 15 min · Marcus Holloway / Vertexline · Jordan Kelly hosting
RevenueHero
RevenueHero APP 2:14 PM Just now
Demo booked. Annabelle Mendez from Stratoscape.
Enterprise Demo · 30 min
RepJordan Kelly WhenThu May 23, 2:00 PM PT SourceDemo Request form RouterInbound · Demo Request StageMarketing Qualified
+

The second a demo books, an alert hits the rep in Slack or email. The company, the source, the meeting type, the calendar event. By the time they open the invite, they already know who they're meeting and why.

What goes in

Every meeting field. Every CRM property.

Booking details ship by default. Prospect, company, meeting type, time, source. Add any Salesforce or HubSpot property mapped on the contact, lead, or account, and it rides into the message too. The rep sees what they'd otherwise dig out of the CRM.

Where it lands

Wherever the rep already lives.

Slack channel
Public or private. Static or routed by territory.
Slack DM
Sent straight to the assignee picked by the router.
Email to assignee
Plain text, sent from your domain.
When it fires

Across the whole meeting lifecycle.

Booking is the easy part. The harder ones are the reschedules, the no-shows, the discovery completions, the prospect disqualified a week later. RevenueHero hooks alerts into 15 lifecycle moments, so the team that needs to know finds out before stale data hits the CRM.

Before the meeting

forms, bookings, reminders

Around the meeting

reschedules, cancellations, no-shows

After the meeting

completions, disqualifications

15 triggers across the lifecycle
See all →
2. Reach your prospects

Prospects show up. Meetings move forward.

RevenueHero · iPhone Animation
9:41
1:46
Thursday, May 22
BRIGHTFIELD
Quick reminder. Demo with Jordan today at 2:00 PM PT.
now
9:41
Mailboxes Inbox Edit
Jordan Kelly · Brightfield 1:45 PM
See you at 2 PM PT today.
Hi Annabelle, quick note before our demo. The calendar invite with the Zoom link is in your inbox. Reply if anything shifts.
Calendly 11:08 AM
Your meeting is confirmed
You're scheduled with Jordan Kelly on Thursday at 2:00 PM PT.
Notion 9:14 AM
3 mentions in the security team
You were tagged on the Q3 planning doc and two comments on Auth refactor.
GitHub Yesterday
PR #492 merged into main
rylan/auth-refactor was merged into main by Maria Loureiro.

Email and SMS reminders go out before every meeting. RevenueHero fires different workflows based on the prospect's RSVP: accepted, declined, or no response. Prospects show up because they got reminded on the channel they actually check.

What goes in

Your copy. Your brand. Your domain.

Write the SMS or email yourself. Drop in the prospect's name, the meeting time, and a customised message. Emails sent from your verified domain ensures recall and a higher show rate.

Where it lands

Their phone. Their inbox.

SMS via Twilio
Sent to the phone number captured on the form.
Email from your domain
Verified sender. Replies route back to the rep.
When it fires

Across the whole meeting lifecycle.

Land the reminder when the prospect is most likely to read it. From there, RevenueHero reads what they do with the calendar invite and picks the next move, so the workflow keeps moving even when the prospect doesn't.

3. Push to your stack

Your stack stays in sync with every booking.

Workflows / Demo booked → Data warehouse
Active
When
Meeting booked
Any meeting type, any router
Then
Send webhook
POST the booking payload to your endpoint
POST https://hooks.brightfield.co/rh/meeting-booked
Last test: 200 OK · 142 ms · payload 12.3 KB
POST meeting.booked JSON · custom headers
RevenueHero workflow engine
payload 12 KB · JSON
prospect: { name, email }
assignee: { name, email }
meeting_type, router
qualified, crm IDs
Any destination warehouse · ads · CRM · AI
analytics.pipeline.meetings_booked SNOWPIPE · BRIGHTFIELD_PROD · ADHOC_WAREHOUSE
streaming
Results Chart Query history
SELECT prospect_email, meeting_type, router_name, booked_at
FROM meetings_booked
ORDER BY booked_at DESC LIMIT 5;
4 rows · 138 ms · auto-refresh on warehouse: XS · scanned 12 MB
PROSPECT_EMAIL MEETING_TYPE ROUTER BOOKED_AT
annabelle@stratoscape.io Enterprise Demo Inbound · Demo Req. 22 14:14
elena@northwind.co Discovery Inbound · Demo Req. 22 11:58
priya@helixlabs.com Pricing inquiry Inbound · Pricing 22 09:32
marcus@vertexline.io Strategy Session Inbound · Enterprise 21 16:05

Every workflow event becomes a webhook. The full booking payload lands in your data warehouse, your ad pixel, your AI agent.

What goes in

The complete booking.

The whole payload ships with every event: prospect, assignee, meeting type, time. Your endpoint gets everything it needs to update the record without another call back.

Where it lands

Anywhere with an HTTPS endpoint.

If it accepts a POST, it can be a workflow destination. The same payload powers your warehouse load, your ad attribution, your AI agent.

Data warehouse
Snowflake, BigQuery
Meta CAPI
Ad attribution
AI agents
Custom pipelines
When it fires

On every lifecycle event you pick.

Any of the meeting lifecycle moments can fire its own webhook. The same engine that powers Slack alerts and SMS reminders pushes to your endpoints.

</> JSON payload
- custom headers
⏱️ optional delay
Recipes in production

Workflows teams actually run.

Five patterns we see most often across customer setups. Each takes a few minutes to wire up.
Slack alert
Demo booked alert
Meeting booked
Slack channel
The second a demo lands, ping a Slack channel and auto-tag the assigned rep. They walk into the call already prepped with the company, the source, and any CRM property you map in.
Recovery play
Abandoned demo recovery
Prospect doesn't book
Slack to account owner
When a qualified prospect bounces without picking a slot, tag the account owner in Slack so they can chase manually within minutes, not hours.
Email assignee
AE prep email
Meeting booked
Email to assignee
A full prep email lands in the AE's inbox the moment a meeting books, with the form answers, phone number, and any CRM property mapped onto the contact or account.
Marketing monitor
Demand gen feed
Form submitted
Slack channel
Every form submission fires to the demand gen Slack channel before routing kicks in. Marketing sees every inbound the moment it lands and catches campaign issues in real time.
Ad attribution
Conversion tracking ping
Meeting booked
Webhook to Meta CAPI
A server-side conversion event fires to Meta CAPI or Google Enhanced Conversions the second a demo books. Paid social optimizes against real meetings, not form fills.
Your move
Build your own
any trigger
any action
Pick any of the 15 lifecycle triggers, wire it to any of the 7 actions, drop in the context you want. Live in a few minutes.

See why Revenue Heroes like you prefer RevenueHero

I LOVE vendors who move fast on feature requests.

We needed something built by our calendar routing vendor (RevenueHero) and they moved incredibly fast to get it done.

Thank you Susa and team!

Marty Kausas
CEO

Well constructed platform, excellent customer success

The platform is well constructed, once you're onboarded and then set up a couple of functions by yourself, you can see clearly the underlying logic of the platform and its building blocks.

Platform UI/UX is good and its integration with Hubspot is robust.

Best thing about working with RevenueHero has been their customer success; our CSM (Sanjit Venkatesan) goes above and beyond what's required, he always seems available (does he ever sleep?) and is a real perfectionist, he refuses to let me leave a call until we've tested, and dotted every i and crossed every t.

Senior Marketing Manager, Panax

RH is a great tool. Any routing solution proposed is doable with RH. Scheduling works very well

The support team is really effective at problem solving. They respond very quickly

Salesforce administrator, Finalis
Salesforce administrator

Completely customizable, flexible, and easy to use

I market cybersecurity professionals that are very sensitive apparent phishing or spamming attempts. I ended up choosing RevenueHero because you can connect to a custom domain that matches your primary company domain, customize the follow up to be from your company email, AND it was more straightforward in packaging and reasonably priced for a small startup.

Also, you get your own dedicated Slack support channel and I've never gone longer than 30 minutes without a response. Response time most of the time is under 5 minutes.

The tool integrates seamlessly with SFDC, Google Calendar, Slack, HubSpot, and Zoom. RevenueHero is triggered on a daily basis and we have replaced Calendly for booking links outside of the direct GTM team and saved a little money there. Overall from implementation we are seeing an autobooking rate on demo and trial form fills of 80%+ so it has also improved our meeting stickiness and resolved some BDR process and painpoints.

Highly recommend working with RevenueHero over competitive solutions.

Director of Growth Marketing, VulnCheck

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

Head of GTM Ops, Clay
, Head of GTM Ops

We implemented RevenueHero last November and it's been a game changer for us.

We had already evaluated a few similar tools in this space and decided to check out RevenueHero at the 11th hour (classic word-of-mouth).

Thankfully that recommendation came through late in our evaluation process because we couldn't be happier.

We started using RevenueHero for inbound routing and scheduling, then rolled it out to the rest of our SDRs and AEs for outbound handoffs and scheduling.

Awesome product, even better team, and incredibly responsive support. Can't ask for more than that.

If you're looking for a solid tool to fix your inbound demo process (without breaking the bank) - tell the RevenueHero team I sent you.

VP of Marketing, UserEvidence

GREAT VALUE and GREAT CUSTOMER SUPPORT

The onboarding and support from Revenue Hero is outstanding. They walked us through every step and every detail of setting our account up the way we wanted. The team was incredibly responsive and continues to offer support in the most timely manner. I know I'll be able to hop on a call within 24 hours for even the smallest thing. I'm so glad we went with Revenue Hero!

Sr. Growth Marketing Manager, eko

RevenueHero has made it incredibly easy to connect prospects with sales at the right time. But what really sets RevenueHero apart is their customer service-hands down, one of the most responsive and helpful teams we've ever worked with. Anytime we've had a question or needed assistance, their support team was quick to respond and genuinely committed to solving our issue. It's rare to find a company that combines great technology with truly outstanding customer support. We couldn't be happier with our experience!

Marketing Director, ForeSee Medical

Brilliant solution, Outstanding support

There's a solution for everything in RevenueHero when managing large sales teams with a meeting handoff needs. The interface is clean and easy to understand. But most of all, support is really outstanding. They are here everytime you need it from onboarding to consolidating the tool in your organization. Brilliant.

Sales Operations & Process Manager, VirtualExpo Group

Customizable routing with multiple roles has never been simpler.

RevenueHero's collective round-robin has been an absolute game-changer for our lead routing process. Before adopting RevenueHero, every meeting booked through our routing software only accounted for our sales team's availability. This meant we had to manually add a technical counterpart to every single meeting. It was time-consuming, error-prone, and often resulted in scheduling chaos - if no technical counterpart was available, we'd have to reschedule, frustrating customers and sometimes losing the opportunity entirely.

With RevenueHero's collective pairing, that manual headache is gone. We no longer need to rebook meetings manually, which has made us significantly faster and has driven a substantial increase in the percentage of meetings that actually occur. Our process is more seamless and far less burdensome for our scheduling team.

I especially love the new pairing functionality. It lets us match our sales reps with the exact group of technical counterparts they should be working with, giving us greater control over territory segmentation, time zone alignment, and language preferences. As a result, customers are matched with the right people at the right time, making every interaction smoother and more productive.

The biggest pleasant surprise has been how easy it is to maintain the system. RevenueHero's intuitive interface makes it very clear which teams and groups are paired together and how those pairings are applied across multiple routers. It's powerful customization without the complexity.

RevOps, Omni
,RevOps

Switching to RevenueHero was an absolute no-brainer. The hands-on customer support + the ability to book leads faster than in Chili Piper has been a game changer for our SDRs.

SDR Team lead, Nooks
SDR Team lead

We're happy RevenueHero customers - their Support is insanely fast and good 👍

CEO, DESelect
CEO

Implemented Revenue Hero in the 42 Agency site. The scheduler is *blazingly* fast and the integration and interface is really intuitive - it supports mapping b/w account owners and new inbound leads. DM if you want to check it

Founder, 42 Agency

We have been using it for a while and couldn't live without it!

Head of Demand, Flockjay

Great product and even better team

RevenueHero offers fucntionality that the bigger players just don't have. It's what led us to them in the first place.

This includes super configurable integrations with both Salesforce and Hubspot, flexible implementation options, and more control over the options given for scheduling.

VP - Sales & Partnerships, Eterneva

Fundamentally a better product. Faster load time - less drop off. Checks for existing owners / maps to account owners / has ability to setup specific campaign routers better integration into CRM and the team is amazing with support. (Happy customer here)

Founder, 42 Agency

You know you went with the right software vendor when:-

You experience a disruptive issue on the day when your primary admin is 000 (Uh Oh).

-Their founder and CEO is responsive in SECONDS to your issue over Slack, jumps on a Zoom with you and immediately rounds up his team for a quick solve.

Huge thanks to Sudharshan Karthik & and the amazing team at RevenueHero for giving the best support that I have ever seen.

Literally cannot say enough about how pleased I am with this team and product.

Revenue Operations Manager, Okendo

Excellent product, much better than the alternatives!

The RH team are always hugely receptive to feedback and are always available at the drop of a hat. We use RevenueHero for all of our inbound work, and because of this it's more than paid for itself already. We set it up in a trial period, and by the end of it we decided it was the right tool for us and kept it.

CRM Associate, Beauhurst

Keep an eye on these guys. Sudharshan Karthik 🦸 and his team have a killer app that has changed the game on how we convert visitors on our website.

If you are looking at solutions like Chili Piper and similar, RevenueHero should be at the top of your list.

Revenue Operations Manager, Okendo

We were already bought in on the value of using a product like RevenueHero, and switching from Chili Piper has saved us half the cost and allowed us to manage our demo funnel more easily.

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

Getting set up initially was fast and easy, and debugging any potential issues with booked meetings is a lot easier with the logs RevenueHero provides.

Their outstanding customer focus shows in every interaction and is hugely appreciated!

Senior Marketing Technology & Operations Manager, Appcues

Chili Piper on steroids

RevenueHero has all the features of Chili Piper with one exception. Chili Piper is not able to give the support RevenueHero is able to by a longshot. RevenueHero is hands down the best scheduling app around (I've tried a bunch) and their team is always open to feedback to make their app better. I love working with this team.

Marketing Manager, FusionAuth

Great Product

Simple to use. Our sales team loves it and it is easy for operations to configure and integrate across our tech stack. Would highly recommend it to other users! It enables us to have our inbound leads automatically select a time and get routed to the correct owner as well as helping our outbound efforts schedule leads and keep distribution even across AEs.

Head of Demand, Flockjay

A meeting scheduler that cares about their customers.

They have the best support you can ask for as they are always available to solve your queries. In fact they'd go a step further and try to understand why you're requesting a certain usecase (helps as they're good marketers too).

Demand Generation, Spendflo

RevenueHero significantly reduced our meeting drop-offs!

The ease of setting up routers and their proactive support to address issues have helped us move smoothly from Chili Piper. We were able to see a faster load time for our calendar, and we're also able to validate this from our user's perspective, as the drop-offs have significantly reduced after implementing RevenueHero.

Lead Pipeline Marketing, Everstage

We started to test it 3 weeks go switching from CP for the same reason (cost/benefit).  So far, we have found it beneficial. During the test, we found a few hiccups, as in any other test, but their CS team was great and helped to solve it super easily.

it's good idea to test it.

Saas Operation Manager, WeTravel

10/10 RH is a better product / UX / integration and much more competitively priced than CP.

Founder, 42 Agency

Best alternative to Chili Piper

I was using Chili Piper before shifting to RevenueHero. RH is a fantastic alternative to Chili Piper and it is faster, reliable, and cheaper with most of the necessary functionalities.

Also, the RevenueHero support team is excellent, they went extra mile to help us get started with the tool and assisted us with our complicated requirement.

I must say RevenueHero support is 100x better than Chili Piper.

Senior Marketing Manager, Inflection.io

We just switched off Chili Piper in favor of RevenueHero. We found the team to be much more agile and responsive for a product with the same functionality (actually, RevenueHero has advanced routing functionality beyond Chili Piper which is why we made the switch).

Also, it's much more cost-effective.

Marketing Manager, FusionAuth

Former Chilipiper customer happy I made the switch to RH

What is the old adage? Better, faster, cheeper? Well that surely describes RevenueHero. They have an amazing product and great support. With Revenue Hero rarely do issues happen because the software just works! But if anything pops up their team jumps through hoops to help. I mean I'm talking instant response time. :)

Thanks Susa and the team!

Growth & Ops, Siteline

We use RevenueHero at Factors & we absolutely love it. Definitely give them a try!

Demand Gen & Growth, Factors.ai
Demand Gen & Growth

Great tool, even better support

Revenuehero provide the best support in the biz. They're always on-hand to jump on any problems we come across, and are crazy efficient as solving them. A great team. The tool itself has helped us reduce the drop-off of inbound leads, which has been really valuable.

Head of Marketing, MYNDUP

Excellent Product and Affordable Price

I was using a similar product but at 3-4 times the price. Switched to Revenue Hero. Support during set-up was easy with 2-4 zoom calls. Super helpful support team. Helped me get everything set-up and synced with our CRM and Google calendars. Had a question just today and support emailed me right back and got me helped out. Amazing!

Director of Marketing, ForeSee Medical

Great Alternative to Chili Piper

It helps in improving your Demo booking rate. We could customize the routing logic as per our custom rules which can boost the conversion rates. It also gives the option to embed the router in the custom design that we can put on the demo page. Support from the implementation team is exceptional and we were able to implement it within a week

Business Head, Mailmodo

Best in class customer success team

The support they offer is unmatched, the product itself is amazing and you can tell that they are launching new features based on real user needs. But the level of support we get everytime we have questions or something isn't working as it should is great. Also, the platform is intuitive and everything can be setup and kicked off pretty fast.

Marketing Manager, Nory

Best lead routing and workflows out there!

As a startup, being able to automate top of funnel wherever possible is critical for us. We evaluated several booking tools and found they had lacking functionality for such a high cost. 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.

GTM, Acryl Data

Great Tool, Exceptional Customer Service

RevenueHero seamlessly integrates into our Lead Generation Funnel and Marketing Automation, helping us eliminate scheduling friction, automatically qualifying leads based on specific rules, and assigning them to the right sales reps according to customizable criteria. Exceptional customer service deserves special mention, particularly Sanjit Venkatesan, who is experienced and consistently quick to respond.

Head of Growth, resistant.ai

Awesome support, great product and price point.

Our CSM has been incredible. They are really great thought partners in the design of the system. I feel like I can come to them with any design question and get a super fast, super thoughtful response.

The platform accounts for every possible routing scenario you could imagine. That's ultimately why we chose Revenue Hero in the first place.

Growth, Charthop
, Growth
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