Here's our little big updates

RevOps friends, you know a feature lands when customers pepper Slack with heart-eyes. “Didn’t know we needed this so much 😍,” “Exactly what I never realised I needed ❤️,” “Solved two mysteries before lunch.” That’s the vibe since we turned on Routing Logs. Now every inbound form or Relay link produces a CSI-style replay—matching rules, pods, fallbacks, the whole trail—so you can answer “why’d this lead go there?” before the question even hits Slack. June’s release is basically a stress-eraser: less detective work, more pipeline.
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Revamped Routing Logs

Your ops-grade recorder from First interaction to Touchdown on your Calendars

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RevenueHero’s new Routing Logs give RevOps a frame-by-frame replay of every routed meeting. The moment the form is submitted to request a demo, a handoff initiated, or a magic link clicked RevenueHero records the entire decision tree:

Trigger → Which source initiated the booking sequence and who clicked it

Matching Rule evaluation (existing-owner look-ups, disqualifiers, etc.)

Rule selection and weightage calculations

Fallback Pod check for Relays (skipped or used)

Scheduler render & slot pick (timezone + locale captured)

Assignee confirmation (single rep or pre-defined Pairing)

Down-stream writes to HubSpot/Salesforce, Google/Outlook Calendar, Zoom/Meet.

Every log lives in an immutable timeline with green ticks for hits, grey for skips so admins can audit, troubleshoot, and optimize without chasing five different systems.

RevOps heroes, grab a chair — May’s drop is the Swiss-army upgrade your stack didn’t know it needed.

RevenueHero’s Native Enrichment now fills in all the info you need before the lead even meets your CRM, to determine whether the prospect is qualified, and whom to book the meeting with while your marketing form asks for just name and email.

Got reps who close better in tag-teams? Pairings lets you hard-wire your killer AE + SE duos; no more roulette-wheel match-ups that leave one rookie alone with an enterprise whale. And when someone still wonders “why’d this lead route to me?“, point them to the brand-new Routing Logs—an immutable replay of every rule, fallback, and calendar write. Case closed.

While you’re at it, enjoy invites that arrive pre-stuffed with company intel, UTMs that survive the entire funnel, scheduling that works like a charm with HubSpot’s multi-step forms , bulk-minted personal links that actually look on-brand, and more.

Breathe in. That’s the smell of fewer Slack pings at 5:17 PM.

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1. Native Auto-Enrichment

RevenueHero now performs real-time enrichment the millisecond a form submits, fetching all the relevant information from the enrichment provider of your choice. Before your lead even touches your CRM, RevenueHero pulls up data from your enrichment provider, to instantly determine the right experience for your prospect.

Setup qualification rules based on any of the enriched information, and allow qualified prospects to schedule meetings. Route disqualified prospects to different landing page experiences based on enriched data to make the experience as relevant as possible.

• Bring-your-own provider: plug in Apollo via API key, consume Clearbit/Crustdata credits only when a lookup is missing, or run a blended waterfall for coverage
• Zero extra form fields: data is injected server-side, so Marketing can keep the “Name + Work Email” form while still getting meetings booked and routed perfectly, and to the right team. Automated end to end.
• Your data, in your CRM: Enriched attributes flow to HubSpot/Salesforce properties on your contacts/company.
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2. Pairings (Collective Round-Robin 2.0)

Qualify, round-robin members from two functions, pair them, display common time slots to your prospects, and add them to your sales call. Collective Round Robin already lets you book two roles on the same call (e.g., AE + SE) by presenting common availability between two pools of users from your team to prospects in any of the channels they’re trying to book time with your team.

Pairings take this one step further: you can now pre-define fixed duos and let the router round-robin those pairs instead of assembling them on the fly. No changes to capacity logic, CRM writes, or reports. Just rock-solid, ready-made teams that rotate fairly.

Why we built it

• Some sales motions rely on proven chemistry and expertise (think “Alex + Priya” for enterprise demos).
• Dynamic pairing sometimes mixes a senior SE with a new AE—or vice-versa—creating lopsided calls.
• Ops teams were manually hacking this with extra routers or calendar blocks. Pairings bake it into the product.

Collective Round Robin still handles the heavy lifting—qualifying the lead, checking calendars, and firing the hand-off—but now you decide which two calendars count as a single unit.

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3. Calendar Context Injection

RevenueHero writes the enriched content to mapped custom fields in your CRM and lets you add context directly into the calendar body. Reps open Zoom knowing “700-employee | Austin HQ |VP Marketing”—no tab-hunting required. One click opens the Salesforce/HubSpot record if deeper prep is needed.
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4. First-Party UTM Preservation

UTMs are captured at form, attached to every CRM touch, and survive lead→contact conversions. The same mapping schema is applied to all routers, so attribution gaps between form, router, and pipeline objects disappear—even for SGE/LLM traffic.

5. HubSpot Multi-Step Form Support

RevenueHero is the first scheduler natively compatible with HubSpot’s progressive, multi-screen forms. Submission ➜ enrichment ➜ routing ➜ booking all fire without workarounds or hidden iframes.

6. Bulk Create Personal Links

Ops can now generate hundreds of locked-layout personal booking links in a single action—complete with canonical theme, shared form, and analytics tags. Perfect for new-hire onboarding or programmatic SDR outreach.

7. Auto-Accept Controls

“I never let my prospect cut the call without accepting the Calendar invite”

That’s a real quote from a RevenueHero user. The best sales reps dot the Is and cross the Ts even before the Contract is on the table, and we’re built for the best. RevenueHero lets you choose, per booking channel, whether the RSVP for the guest added to a Calendar invite is an automated Yes or if the confirmation has to be updated by the guest. You now get to build out the right behaviours based on your business context. Here are some best practises/examples:

8. Qwik SDK — add RevenueHero to your Qwik forms in one step

Install @revenuehero/sdk-qwik, call useRevenueHero() inside your component, and any form you render will stream its submissions straight into the RevenueHero router you specify—no extra fetch() calls or custom handlers. Qwik’s resumable output keeps the page “hydration-free,” so you still ship a zero-JS initial load while RevenueHero takes care of enrichment, lead routing, and meeting scheduling behind the scenes. Use it on a landing-page demo form, an in-app upgrade prompt, or an event-signup flow—anywhere you already rely on Qwik’s native < Form > to capture submit events.

RevOps teams, your most thankless job has just become obsolete. No more playing mediator because Brad got 8 meetings this week and Stacy got 2 (and somehow that’s your problem).

Introducing Balanced Round Robin: the first system that actually distributes meetings fairly. Not “fairly” as in everyone technically had their calendar open, but fairly as in, we also checked how many meetings they already have before assigning another one. Revolutionary, we know.

The breakdown’s below, but take a moment to picture a world where sales reps don’t ping you at 5:17 PM asking why they didn’t get that lead. Companies like Seamless are already living that dream. So what’s stopping you? (Besides Brad.)

Oh, and marketers, we see you too.

Inbound Links turns your entire routing logic into one smart, reusable link. Drop it anywhere — LinkedIn, newsletter, bathroom stall (you do you) — and it just works.

Yes, the possibilities are endless. And yes, we’re a little smug about it.

1. Balanced Round Robin: Because fairness shouldn’t be a spreadsheet exercise

You know what keeps RevOps teams up at night? Seeing one rep with 7 meetings while another has 2 — even though they’re in the same round robin queue…with the same rules.

Balanced Round Robin is our answer to the age-old meeting distribution problem. It dynamically balances meetings across your team based on actual workload, not just sequence or availability.

What it does:

• Intelligently filters reps based on both real availability AND current meeting load
• Prioritizes reps with fewer meetings to keep distribution fair
• Adjusts automatically when someone gets overloaded
• Still shows enough slots for prospects to book smoothly

No more toggling reps on/off. No more “quick spreadsheet checks” at 6 PM. It runs in the background and keeps things even—like it always should’ve.

Dive into all the details here.

2. Inbound Links: Your entire routing engine, packed into a simple link

Need to drop a demo link in a campaign, email, or support chat and have it route properly? You can now do that. Inbound Links let you embed your full routing logic: qualification + matching + distribution, into a single link.

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What makes inbound links different from campaign links?

Campaign links match meetings to people within a specific team, perfect for dedicated team campaigns or straightforward SDR-to-AE handoffs.

Inbound Links go a step further—they run through your full routing engine—applying complex qualification rules, territory mappings, and custom distribution logic just like your web forms do.
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Perfect for:

• Running LinkedIn ad campaigns where enterprise leads go to senior AEs and SMB leads to mid-market reps
• Adding to knowledge base articles where product-specific questions route to specialized solution consultants
• Using in nurture emails where prospects from different territories need to connect with their regional teams

Set up once, deploy everywhere. No more creating different workflows for different channels.

Want to see these new features in action? Request a demo and we’ll show you how they can transform your meeting distribution game.

This month, we’ve made it easier to route leads based on the context they come in with — whether it’s language, region, or product interest. You can now dynamically tailor your routing rules based on the page URL where a form is submitted.

In addition, you now have the ability to skip account ownership if there’s no prior activity, making lead distribution fairer and helping your reps engage faster without blockers.

Source URL filters: Route based on exactly where someone landed 🔍

You can now add source URL filters to your distribution or matching rules — which means you can route leads based on the specific page they filled out your form on.

No more generic routing logic that treats everyone in the same way.

This is especially helpful if you have:

• Multiple product lines: Route straight to reps who know that product inside out
• A global team: Leads from /uk/ or /de/ pages go directly to regional reps
• Localized content: Match folks from Spanish pages with Spanish-speaking reps

Basically, no more awkward handoffs or “hey can someone else take this?” threads in Slack. Leads land with the right person from the get-go.

Advanced date filters: Smarter routing based on activity ⏰

We’ve expanded your date filter options so you can build smarter rules around ownership and engagement windows. Use filters like Last activity date, Create date, Date of last meeting booked. And apply conditions like:

• Last 60 days
• Last 90 days
• Before 180 days
• This month, last month, etc.

This gives you more control over when a rep keeps ownership, and when it’s time to move the lead back into rotation. A few examples:

• “If they’ve been active in the last 60 days, keep them with the current owner.”
• “If no one’s touched this in 90+ days, send it back to the round robin.”

Fairness among sales reps is a core value of how we build features and this small but super useful feature should help reps who work accounts more get more shots at making quota than someone who owns an account but doesn’t have any activity.

That’s it for February.

March is looking exciting — let’s just say your RevOps team might want to keep a close eye. 👀

Till then, happy routing.

The new year is here, but our goal at RevenueHero remains the same: to grow our product based on customer feedback. And one of the interesting things we found out is that Relays are used not just by SDRs at companies but also by AEs + CSMs or AEs + technical experts.

And as always, we made sure this becomes even easier for you to do - with this latest feature release.

Relays makes sure bookers are also available for the handoffs that matter 📅

Now, when booking a meeting using Relays, you can check the timeslots of both the booker and bookee before confirming that meeting.

This, of course, helps SDRs who need to be part of high-stakes handoffs. But it’s also a nifty add-on for all the amazingly innovative ways that different teams are actually working together – whether when you need an SE for technical demos or CSM tag along for quarterly reviews.

The best part? It’s just a toggle away on your Relay router settings. Turn it on when you need it, off when you don’t. Simple as that.

Want to see this feature in action? We’re just a demo away! And as always, drop us a line in Slack if you’ve got any questions or feedback - we love hearing from you!

That’s January wrapped up! Stay tuned for February - we’ve got some exciting updates cooking that’ll make your scheduling experience even smoother.

December is here, and we’ve saved our best for last! While Santa’s elves are busy in the North Pole, our dev team has been working their own magic to deliver one final gift to wrap up 2024. This month, we’re introducing collective round-robin for your Relay meetings - a feature that makes team meeting coordination as smooth as a well-orchestrated holiday concert.

1. Collective round-robin for team handoffs: A smarter way to tag-team meetings

Ever tried assembling IKEA furniture solo when you really needed a second set of hands? Some meetings are exactly like that—they demand more than one expert to get the job done right.

That’s why we’ve built a smarter way to handle meeting handoffs between your teams that maintains momentum while ensuring the right experts are present.

Here’s how it works:

When your SDR lands a “yes” from a prospect for a new business opportunity, they simply click the Relay button in their browser extension and select “New Business Meeting.” RevenueHero automatically:

• Checks if it’s an existing account in your CRM
• Shows overlapping availability between the SDR and relevant AE
• Books a meeting with both present
• Updates your CRM with meeting info, and meeting the meeting activity

This eases the transition from prospecting to closing, building trust with your prospects and keeping the sales cycle on track.

And when you need the dream team:

When an SDR secures a meeting with a decision-maker who’s ready to dive into APIs, scalability, and pricing, Relays steps up again. It automatically pairs your AE with the SE, ensuring the right mix of business and technical expertise.

No more calendar juggling, no “let me check with our SE” delays, and no manual CRM updates.

Key benefits:

• Eliminate “who’s available when” email chains
• Ensure smooth transitions between teams
• Maintain context through automated CRM updates
• Fair distribution of meetings across both teams
• Reduce no-shows with both key contacts present
  

Think of it as your personal meeting matchmaker, removing the need for manual coordination so your team can focus on delivering their A-game in every call.

And that’s a wrap on 2024! While everyone else is winding down for the holidays, we’re already buzzing with excitement about what’s coming in 2025. Until then, may your meetings be merry, your calendars bright, and your team coordination delightful. See you next year with even more updates that’ll make you go ‘now that’s what I call magic!’ ✨

Curious about how 2024 unfolded for us? Check out our RevenueHero Wrapped 2024 blog here..

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The leaves are falling, but our features are rising! This November, we’ve packed some serious upgrades that’ll make your routing and scheduling experience simpler, smarter, and faster—just in time to wrap up the year strong!

1. Match & route meetings using custom objects in Salesforce

Custom objects are no longer the awkward middle child in your routing setup! You can now match and route meetings based on any custom object on Salesforce.

How does it work?

When someone books a meeting, RevenueHero can look up records in custom objects to determine the right owner. Just map your form field to any field in your custom object, and we’ll handle the routing. Let’s understand this better with some examples.

For B2B SaaS teams:

Let’s say you run a financial software platform with a custom “Partner Program” object:

• A customer books through your partner portal
• They enter their Partner ID in the form
• RevenueHero matches this against your “Partner Program” object
• The meeting routes to the Channel Manager assigned in that Partner record

For non SaaS businesses:

Imagine you’re a real estate agency with a custom “Property Listings” object:

• A prospect books a viewing appointment
• They enter the Property ID from your listing
• RevenueHero matches against your “Property Listings” object
• The meeting gets assigned to the listing agent for that property

Key Benefits:

• Route based on complex relationships tracked in custom objects
• Maintain data integrity between your objects and meeting assignments
• Support sophisticated business models without custom development

Leads and contacts don’t always capture the full picture. With this update, your routing is as unique as your business!

⚡ Pro tip: This is particularly powerful for marketplace businesses where you need to route based on relationships between multiple parties (sellers, buyers, agents etc.)

2. Advanced matching for Salesforce

You know how sometimes it feels like you need to play detective to track down a misplaced lead? With our advanced matching, we make sure every lead lands exactly where it should—no sleuthing required.

Got a prospect using a personal email but working at a Fortune 500 company? No problem! You can match based on multiple conditions, like company name AND location, ensuring leads land where they should.

For example, meet Alex:

→ Signs up using alex@gmail.com (tricky, since it’s a personal email!)
→ Works at TechCorp (provides this in the form)
→ Based in London (also from the form)
→ TechCorp has multiple accounts in your CRM

The old way? Simple domain matching would’ve left Alex in limbo since they used a personal email.

But with advanced matching, you can now stack conditions like building blocks:

• Match company name (TechCorp) AND
• Match location (London) AND
• Match industry (Financial Services)

So when Alex hits submit, RevenueHero automatically:

• Finds all TechCorp accounts
• Filters to London-based accounts in Financial Services
• Routes to the right account based on these specific criteria

Think of it as your CRM’s built-in Sherlock Holmes. Because in the real world, matching prospects to accounts often requires more than just an email domain – and now you’ve got all the clues you need to get it right the first time!

3. Smart settings in Relays

Ever wish your calendar could read minds? Well, we got pretty close:

• Auto-suggested best available time slots
• The ability to override suggested meeting assignees when a different team member is a better fit.
• The power to prioritize prospect meetings by scheduling over internally reserved slots, such as team syncs or internal catch-ups.

Because when that prospect finally says “yes” to a meeting, the last thing you want is to lose momentum shuffling calendars around. With smart suggestions and flexible overrides, you can keep your pipeline moving at the speed of sales. And hey, if we ever figure out actual mind reading, we promise to add that feature too! 😉

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4. Skip the form, get to the meeting

Remember the last time you enjoyed filling out a form? Yeah, we don’t either. That’s why we’ve made it possible to prefill ANY form field from your URL parameters.

As a marketer, fields can feel like a necessary evil—can’t live with them, can’t live without them. With this update, you can pass all the data you already have in your CRM to automatically route prospects to the right sales rep. For instance, if Sarah from TechCorp watched your recent webinar on API integrations, you can route her straight to the AE who specializes in tech solutions.

The best part? Prospects skip the form entirely and head straight to picking a time slot. It’s like giving them a VIP pass—both smarter routing and a premium user experience!

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That’s a wrap on November! Stay tuned for December’s updates - rumor has it they’re so good, Santa put them on his nice list twice! 🎅

Another month, another set of updates crafted to simplify your workflows and bring a little more calm to your day. From smarter routing to making meetings just a little less chaotic, these features are here to keep things running like clockwork, and maybe even a bit more fun!

Grab a coffee (or a kale smoothie, if you’re feeling adventurous), and let’s dive into October’s changelog.

1. Always a team player

Ronaldo’s quirk? He steps onto the field with his right foot first. Your quirk? You’re all about Teams for meetings, even though you’re not in the Outlook club.

No judgment—we get it. Everyone performs better on their home turf, and when it comes to meetings, comfort is key.

Now, with RevenueHero, you can use Teams as your go-to meeting tool—even if you’re using a Google calendar. Just sign in with your existing email, and voilà, you’re ready to roll!

Because winning starts with a setup that works for you.

2. Advanced matching for Hubspot

Rules are meant to be broken customized.

We’ve enhanced our HubSpot integration to let you match custom fields in your forms with relevant HubSpot properties, making it even easier to look up existing ownership.

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How does this help?

Alongside the existing account and contact matching rules, you can now create more advanced routing rules to fit your business needs.

For example, if event attendees use personal emails, it can be tricky to link them to the right AE. With this update, you can now match any of the custom form inputs to account properties on HubSpot and assign the meeting to the owner of the account, ensuring smooth follow-ups and accurate routing.

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3. Ownership made easy

Ever tried to share credit for a group project but somehow only one person gets their name on the final slide? Not exactly fair, right? 📝

We hear you.

With this update, when you’re using collective round robin to match leads, both the primary and secondary owners now get updated in your CRM. No more missing data or overlooked team members.

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And here’s the cherry on top: you can now update both primary and secondary owners to any custom CRM properties of your choice. Whether it’s the default owner field or something unique to your workflow, the power is in your hands.

Keep your team in sync, your CRM in check, and everyone accounted for. Because nothing says teamwork like giving credit where it’s due. 🙌

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4. Distribution reports on the go

“Is that a distribution report you’re holding?”

“Don’t judge—I’m more of a ‘print it out and highlight it’ type.”

“Okay, boomer! Do you also fax your insights to leadership?”

- Overheard in downtown SFO

Whether you’re all about dashboards, lean on GPT to analyze your uploaded logs, or still swear by printed reports, we’ve got you covered.

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Now, you can export distribution reports for your chosen timeline, making it easier to track trends, review them on the go, and share insights with leadership in seconds.

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5. The new router? Built for the big leagues.

We’ve given it a glow-up, and it’s not just looking better—it’s working harder than ever. Think of it as the router equivalent of your best marketing campaign—sleek, strategic, and built to deliver.

When you’re dealing with enterprise-level routing, sophistication isn’t a luxury—it’s a necessity. Larger organizations have complex distribution needs, and as those routing rules multiply, your tools need to scale right alongside them.

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Enter our sleek new list view: a tray of all your matching rules laid out for easy access. Whether you’re scaling up or fine-tuning, managing complex setups has never felt this smooth.

Big leagues, big rules, and now, big clarity. It’s routing made for the pros.

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6. Auto suggest guests in Relays

Ever feel like you’re playing detective, hunting down guest emails one by one while booking a meeting? Yeah, we’ve all been there.

Now, when you’re booking a meeting, any guests marked in the email thread will appear in your relay booking workflow as suggested guests. There is a word for “satisfying feeling when software transfers context beautifully across apps in your workflows”, what is it called again? Let us know if you find out.

Sometimes, it’s the small stuff that makes a difference—saving you those extra clicks and letting you focus on what actually matters.

7. Redirect pages for every prospect

Remember those “Choose Your Own Adventure” books? We’ve brought that energy to your thank you pages (minus the dragons… for now).

Now you can automatically direct prospects to exactly where they’ll get the most value:

• Enterprise prospect? Get them straight to your dedicated sales team’s calendar
• Small business looking for a demo? Route them to your group demo showcase page
• Current customer with questions? Direct them to your support portal

Because every prospect has different needs, and one size doesn’t always fit all. With redirect rules, you can create efficient pathways that match your prospects’ needs with the right resources - whether that’s your help center, group demos, or free trial.

And there you have it—October’s updates, packed with all the little tweaks that make a big difference. As always, keep those suggestions coming; after all, we love adding little touches that make you go, “Yes, finally!”

Remember the billboard that split the marketing community down the middle? How did that go again?

1. Cheaper
2. Faster
3. Better

Well we just added number 4.

4. The best damn scheduling experience in chat.

Introducing RevenueHero’s native integration with Intercom!

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Intercom integration: Book meetings where conversations happen!

Using our Intercom integration as your go-to meeting scheduler? Well, grab your party hats, because we’ve just made it even better!

RevenueHero’s native integration with Intercom gives you the most powerful routing capabilities ever in a native intercom scheduling integration. Access Intercom’s in-depth enrichment and give the right leads to the right reps.

It also gives your prospects an inline scheduling experience right in the conversation!

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RevenueHero’s native integration with Intercom gives your prospects an inline scheduling experience right in the conversation, and you the most powerful routing capabilities ever in a native intercom scheduling integration.

With this integration you can:

• Route your meeting using all the details of the user in Intercom.
• Enable a formless scheduling experience for users who have already provided their details in your earlier bot flows.
• Get those meetings booked right in your messenger, and increase conversions.

And that’s it for our September update! While you’ve been out there conquering the business world, we’ve been busy tinkering in our secret lab (okay, it’s just our office, but “secret lab” sounds cooler). Until next time–may your calendar be organized and your meetings be short (but productive)!

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August may mark the end of summer, but the heat isn’t letting up over here at RevenueHero! We’ve been listening to your feedback and developing some features that’ll take your RevenueHero experience to the next level.

1. Schedule longer meetings types—because some discussions deserve more time

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Not all meetings are created equal, especially when you’re in industries like finance or consulting, where complex discussions and strategic planning often require extra time. For instance, if your sales team is working with a potential client on a detailed proposal or getting on an onboarding call, those extended sessions are crucial. We’ve expanded your options to include meeting types ranging from 15 minutes to 120 minutes, so you can easily choose the perfect duration for every discussion.

After all, great things take time—just like a fine wine or a successful sales pitch!

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2. Avoid double logging in Salesforce: Keep your CRM squeaky clean 🧼

When you hear Salesforce, what do you imagine? Clean data, up to date information and… okay okay, we doubled over laughing and couldn’t even finish typing.

Clean CRM data is the most commonly cited Oxymoron in dictionaries all over the world. We get it. It’s just hard to maintain at scale. Which is why RevenueHero prevents you from adding on to all that junk. While we can’t help with everything, what we can do is solve duplicate meeting activities from getting logged. (If you stay very silent, You can almost hear the ops community cheering world over. Or just another Slack notification to get that workflow live). Well life goes on.

Say goodbye to duplicate meeting logs in Salesforce and enjoy a fresher, cleaner data experience. This update ensures your RevOps teams can rely on accurate data for confident reporting and strategic insights, leading to better decision-making.

Can we get a collective cheer for finally tidying up that data mess? 🎉

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3. Enjoy reassignments without the headache of figuring out meeting credits

Sometimes you’ve got to take from Peter to give to Paul. You know, because Peter is sick and Paul is available. It happens. But you’ve got to keep things fair. Which is exactly what you get with this new enhancement.

When meetings get reassigned because of unexpected leaves or last-minute work emergencies, it can put your teams on edge. After all, reassigning a meeting is more than just a calendar swap and can lead to “who gets what” within the team. But don’t worry—RevenueHero has your back!

With our updated reassignment logic, you can ensure fair lead distribution, even when plans change. Just reassign the meeting, and we’ll recalibrate the weight and credits so the right person gets the next meeting, keeping everything balanced (and everyone happy)!

And there you have it—August updates all served up! We hope these features bring even more value to your workflows. Keep an eye out for more in September!

July has been all about leveling up your meeting game at RevenueHero! From email campaigns to personal meetings and handoffs–we’re here to ensure every part of our platform is working harder for you, making your workflows more efficient.

Curious about the new updates? Let’s dive in!

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1. Auto-fill details with CRM data in campaign & relay forms

Guess what? Your forms just became mind readers… well, almost! We’ve leveled up our campaign & relay forms with the new object ID support.

What does this do?

You know those magic links? The ones that made forms disappear in the scheduling experience when prospects booked a meeting through links in your marketing and sales emails? Well our team added even more magic to it.

Wait, what’s the correct unit of magic 🤔?

Anywho… Admins can now set up campaign links and relay links to look up the right owner using the CRM ID and not just the name and email tokens!

And for your SDRs? They can focus on building relationships instead of getting bogged down in repetitive data entry.

To set this up, all you need to do is add the {{contact.id}}/{{lead.id}} to your magic links and they’ll do what they do best. Make forms disappear, and book meetings faster.

No more redundant form filling—just a faster, more efficient way to book meetings.

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2. Create event-specific meeting links for both pre-event and in-event bookings

Have you been to events these days? They’re getting so big they need their own mini-maps. It’s way harder to get your prospects to your booths than ever before. Which is why you need to get those event meetings calendared, and confirmed way ahead of time.

RevenueHero’s event meeting types give your prospects a mini map to make it straight to your booth. Let’s look at how:

1. Optimized meeting type for events:

Our new dedicated meeting type allows you to create unique meeting links linked to specific event dates. This allows you to:

• Showcase available days and time slots based on the event schedule.
• Assign specific sales reps to these event types, ensuring all related meetings are routed exclusively to them
• Ensure that all other meetings are redirected to team members not assigned to the event, preventing any scheduling conflicts and allowing your designated reps to focus entirely on event-related engagements.
• Add the exact meeting locations for your booths, right to the calendar invite and reminders.

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2. Personal meeting links for sales reps:

Sales reps attending the event can link their personal meeting link to this event meeting type, enabling them to send these links to their contacts or others to pre-book meetings ahead of the event. This proactive strategy helps your sales team connect with interested attendees and make the most of valuable networking opportunities.

Pro Tip: Your team can also convert personal meeting links into a QR code using Google Chrome, so prospects can scan and instantly schedule time with your team on the spot. This way, curious attendees can easily book follow-up meetings for later dates, ensuring that valuable connections made at the event are instantly converted into qualified opportunities.

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3. Have your own personal booking page

Gone are the days of playing calendar Tetris just to schedule a meeting! Now you can publicly share all meeting types linked to a person through RevenueHero, offering prospects an easy way to choose the meeting that suits them—whether it’s a 15-minute inquiry, a demo, or a troubleshooting call.

For instance, a client can book a 30-minute product consultation or a detailed 60-minute strategy session, depending on what they need—without the back-and-forth of emails. This also eases the process for your sales rep, who can now send a single link for prospects to choose the type of meeting that works best for them.

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4. SMS Reminders: Because being the 187th unread email isn’t as effective📱

Never let your prospects forget a meeting again. With our integration with Twilio powering SMS notifications, you can send quick reminders about upcoming meetings straight to their phones (because we’ve heard that everything, everywhere, all at once is quite a delightful experience, both in theaters and in sales!)

By sending timely, personalized text reminders, you can reduce no-shows and last-minute cancellations, keeping your meetings front and center.

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5. Set custom schedules for specialized meetings

Does your calendar look like a Jackson Pollock painting—chaotic, colorful, and impossible to decipher? Let’s add some order to that masterpiece with RevenueHero’s new feature!

Now, you can create custom schedules for specific meetings that occur only on set days or at certain times.

For example, if you hold weekly Q&A sessions every Thursday from 2 PM to 4 PM, you can set a custom schedule that only allows bookings during those hours. This way, your clients and leads know exactly when these sessions are available and makes your booking process more efficient. No more back-and-forth trying to align calendars—just structured scheduling that you can tailor to your needs.

That’s July in a nutshell! These updates are all about making your meeting management smoother than ever. Stay tuned – August is just around the corner with even more exciting features!

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This month, we’re all about those small-but-mighty tweaks that make a world of difference in your RevenueHero experience. Ready to see what’s new this month?

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1. Magic slots: Your availability, your way 📅

We’ve given you the power to choose how your magic slots appear in emails. It’s like picking the perfect outfit for your schedule – stylish and functional!

Now, when sending meeting slots, you can choose how the time slots are displayed, giving you the flexibility to adapt the experience for your prospects. For instance—vertical columns are ideal for mobile users, while horizontal rows provide a quick overview for desktop users.

This update ensures your emails with in-line slots remain sharp and professional.

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2. Add your custom domain to rescheduled/canceled meeting URLs

Your custom domain has finally been invited to all the parties – including reschedule and cancel URLs!

Your custom domain now appears across all URLs, including rescheduling and cancellation links.

This means, your prospects get a consistent experience and interact with your domain at every touchpoint for a fully white labeled experience.

That’s all for May, folks! Stay tuned for June’s updates – rumor has it, it’s going to be hotter than a summer barbecue! 🔥

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Say hello to your prospects in 31 different languages!

We are thrilled to be ending the year on a high note with the launch of our region-based, native scheduling experience.

In simpler terms, RevenueHero now speaks the language of your prospects!

By adding localization to the scheduler, RevenueHero auto-detects the locale from your prospect’s browser and shows them the scheduler in one of the 31 languages supported.

Meet your customers where they are and engage in their dialect by eliminating language barriers from the get-go.

If you need further assistance, reach out via Slack or drop us an email and we’ll show you how it works.

This week we’ve released more improvements to RevenueHero to provide the best possible user experience to our customers.

1. Booker domain filter in native enrichment feature ✨

This can be used when you want to add another layer of qualification by blocking/allowing a particular domain in your distribution and matching rules. You can choose if you want to qualify prospects only with a particular booker domain, or based on if it’s part of an existing list.

For example, you can filter out generic and spam leads whose booker domain names are abc.com.

2. Scheduler Settings tab is replaced with Meeting Settings ✨

The next update you’ll notice within the product is under Organization Settings.

Previously you could only edit the auto-redirection timer under the scheduler settings.

With the new update, you can also choose if you want the form entries/answers to be included in meeting invites from here. This is applicable only for Inbound Routers and Personal Meeting Links.

Admins can use the toggle button to easily enable/disable this at any time.

3. UI refresh of the round-robin settings page ✨

You can find the round-robin settings under your Organization’s Distribution Settings tab.

This setting determines how meetings are distributed amongst different members in teams and will impact the number of available slots that your customers get to choose from.

You can switch between Strict and Flexible Round Robin easily from the drop-down menu in just a couple of seconds. All your meetings going forward will be assigned to reps based on the distribution method you choose.

It’s new. It’s nimble. It’s neat.

4. Meeting calibration for cancellations and no-shows ✨

This one’s a biggie. And one that we are sure admins and reps will appreciate.

You can now credit meetings back to reps whenever a meeting is canceled or marked as a no-show. Just by enabling the capability. This ensures that everyone gets a fair shot at hitting their targets and it is so much easier for sales and RevOps managers to ensure fair distribution amongst reps. Win-win!

5. Option to delete inbound routers

We have now introduced this capability for admins to delete an inbound router by clicking on the 3 dots at the top right of the router. From the menu, choose the Delete option.

A pop-up message will inform you of the consequences of doing so and ask for your confirmation. Click on “Yes, Delete” to delete the router.

Catch you in the next announcement. Until then, if you need further assistance, reach out via Slack or drop us an email.

We know it’s not been a week yet, but we are back with a few quick product updates that we think you’ll love.

New conditions have been added for text-based filters!

When you are adding conditions to your distribution/matching rules, it can be based on Form Inputs, CRM Fields, or Enriched Fields.

The new update supports 3 new operators for text-based filters - “contains”, “does not contain”, and “starts with”.

This lets you get a lot more granular when it comes to setting up qualification criteria so that your reps don’t waste their time on dead-end meetings and can prioritize buyers with the most potential.
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Improvements & Fixes

1. We have now fixed issues with our Chrome Extension to ensure that whenever you use HubSpot/Salesforce our Chrome Extension always shows within the tool, compared to earlier when it was not showing for some people.
2. The scheduler snippet now works for multiple HubSpot forms on the same page.
3. When choosing members in the Relays distribution pod, deleted users won’t be shown in the list of members.
4. The issue of CRM filters not loading for manual form mapping when refreshing the fields has been fixed.
5. On the Workflows page, when you toggle between the active/inactive options for any workflow, the order of the workflow list will not get jumbled now.

It’s been a couple of months since we rolled out the RevenueHero Chrome Extension to all our customers. Based on all the conversations we’ve had since then, we realized it’s time for an upgrade.

Lo and behold! Here’s everything new and improved in our Chrome Extension.

1. We have updated the extension to reflect the new UI design.
2. The extension is now disabled when inside RevenueHero to avoid bugs due to using both together.
3. Chrome extension support for Outlook web will work similarly to Gmail where a prospect name will have a RevenueHero icon next to it. You can click on that icon to book a meeting instantly from your inbox.
4. The individual conversation layout in Outlook web is now supported by our Chrome Extension. Outlook has 3 different display layouts similar to Gmail, of which you can access the RevenueHero Chrome Extension from the individual conversation pane.

Improvements & Fixes

1. There were issues while using our Chrome extension in Gmail where the “view in CRM” icon next to the prospect’s name would not always show up. This has now been fixed.
2. The issue with shortcuts in the Chrome extension not getting saved properly has been resolved.

Watch this space for the next announcement. Until then, if you need further assistance, reach out via Slack or drop us an email.

Our dev team is working at the speed of light to improve, update, and better the product. And we are super pumped to be sharing the next set of updates with you.

1. Native enrichment support for matching rules

Our native enrichment feature now lets you add enriched fields as conditions in your matching rules as well.

With this, RevenueHero can enrich and detect 3 fields without having to set up hidden fields in the web form - personal email, disposable email, and email TLD.

These enriched fields can be added as conditions in your matching rules to help you match the prospect with the existing lead/contact/account owner in your CRM and assign meetings to them.

2. Simpler UI for contact form management

Managing the contact forms in your campaign routers (A.K.A magic links) has gotten a whole lot easier.

We have given the UI a much-needed refresh so that it is simpler and easier for you to manage the contact form for each of your campaign routers.

You can now find a Contact Form tab when you open each router. This makes it easier for you to access and manage your forms for each router.

3. Added edit group functionality

A group is a collection of people with similar roles that can be created within each team. For example, if you’re selling a technical product where you need both an Account Executive and a Solutions Engineer on the call,you can create groups to show combined availability of an AE plus SE.

Today, we’ve added the ability to edit a group, which includes adding/removing members and updating the group name.

To edit a Group:

• Go to the Teams tab in your Organization Settings.
• Choose the Team which has the group you want to edit.
• Click the Groups tab under the Team Name.
• Click on the edit icon that is on the top-right of each Group box.
• Make the changes you want and click “Update Group”.

4. Visible scrollbars added across the app

Moving through the app is easier than before with the addition of visible scrollbars throughout the app.

5. Upcoming meetings included in distribution reports

That’s right.

In addition to viewing your team’s past meeting stats, you can now also get insights into all the number of upcoming meetings assigned to each rep. This helps you monitor meeting distribution amongst reps, allowing you to proactively change your distribution logic if needed.

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Improvements & Fixes

1. The routing log now displays the session ID.
2. The “Confirm” button shows when hovering over a slot in the scheduler.
3. Matching rules now work properly for custom field-based rules. Existing issues when creating relay meetings where the booker and assignee are the same person have been fixed.
4. Minor glitches when duplicating a Personal Meeting Link are now resolved.
5. Login input after pressing enter has been disabled to prevent bad login.
6. Performance optimization to make pages that have tabs render faster.

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It’s a short and sweet update from us this week. So let’s dive right in.

We have updated our DKIM configuration such that the keys required now while configuring it need to be “rhs1.domain name” and “rhs2.domain name”. This is to prevent conflicts for customers who are using SendGrid with “s1.domain name” and “s2.domain name” in use.

Improvements & Fixes

1. Personal meeting links now support video embeds from Vimeo business accounts. Previously, you could embed videos only from Vimeo personal accounts.
2. Fixed issues when the redirect timer wouldn’t show up at times in the scheduler.
3. The table width for round-robin history has been fixed to stretch to full screen.
4. The casing for the values in the routing log has been removed. Values that come in via the form will be displayed as is rather than capitalized.

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A new week calls for new updates from the RevenueHero HQ!

Our existing native enrichment feature already supports the Email TLD field. It is now updated to include more educational subdomains.

These enriched fields can be added as conditions in your distribution rules to help qualify or disqualify if the lead’s email ids contain any of these top level domains.
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Improvements & Fixes

1. Previously, prospects were able to submit contact forms with incorrect values and validation errors. This issue has now been fixed.
2. The onboarding screen is shown for customers using Okta, which was earlier getting bypassed.
3. Cloning of the inbound router now creates a new router rather than updating the existing router.
4. The issue of the selected fallback pod not showing up when assigning a Relay meeting has been resolved.

It’s finally here!

The fresher, faster, and finer version of the RevenueHero interface.

Over the last year as we worked with a lot of our customers, we received feedback, inputs, and insights that got our team thinking. The goal at the end of the day is to make it as easy and efficient as possible when customers use our platform.

Our brilliant dev team has worked relentlessly to give a makeover to the RevenueHero app, making it sleeker than before. It is designed to make your day-to-day interactions with the app a breeze.

This revamp is focused on 3 major aspects:

1. A brand new layout for effortless navigation Our clean new layout is like a well-organized closet—everything has a place, making finding what you need a walk in the park.
2. Info packed, easy on the eyes interface More information, less hunting. Our new layout ensures you can soak in all the vital details through a quick glance across modules. At the rate at which marketers experiment with our features, it’s only fair that we help them go faster.
3. Get more done with less clicks The app feels like it’s almost a mind reader when you try navigating around with our context-aware command center. Some actions now need zero clicks. It’s like magic with a K.

With this release, not only have we elevated the look and feel of the platform but we have also added a lot of new capabilities and upgraded existing ones. Let’s take a quick tour of everything new and buzzing!

The RevenueHero app is now organized into 8 modules.

1. Meetings
2. Links
3. Inbound Hub
4. Campaign Hub
5. Relays Hub
6. Meeting Types
7. Workflows
8. Settings

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Meetings - The source of all the magic

Our new Meetings layout makes it easy to get the most important details of a meeting in a quick glance, with more emphasis on the date, time, and source of the meeting, along with details of the meeting. Whenever you land on the RevenueHero’s meetings list page, you can quickly spot what’s coming up and plan your day accordingly.

Your meetings are also neatly categorized based on statuses (Scheduled | Completed | Canceled | No Show) to help you quickly navigate through to what you’re looking for without adding filters.

Dive into the finer details of each meeting through the updated meeting detail page which is now divided into 5 cards.

1. Meeting Overview
2. Meeting Participants
3. Meeting Invite, Reminder, and Form Entries
4. Meeting Actions (reschedule, reassign, cancel, schedule again)
5. Meeting Source (inbound/campaigns/relays along with qualified rule, meeting link URL, and routing log)

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Links - Bespoke booking experiences

Choosing the right meeting link is now a virtual stroll. Quick previews save you from having to open links to figure out which one to send over. The previews show you the duration of each meeting, along with the pre and post-meeting buffer, and the pages you’ve added inside each meeting link (booking page, contact info, and confirmation page).

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Inbound Hub

One of the major changes you’ll notice in the left navigation bar is the addition of Inbound, Campaign, and Relays. What we’ve essentially done is create individual and easy-to-access sections for each of these features. Previously, it was all housed under the Routing and Rules, and now we’ve cleaned it up and made it more simpler and straightforward.

Let’s get started with the Inbound Hub. The new dashboard is a one-stop-shop for traceability (Routing logs), configuration, and reporting for your inbound routers.

Traceability

The 3 main reports concerning your inbound routers can be found here. While it’s gotten a fresh new look, all functionalities remain the same, like you know and love. This includes:

1. Routing Log
2. Conversion Reports
3. Distribution Reports
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Routers

The new layout for your Inbound Routers gives you a quick health and sanity check of each router by surfacing additional information about -

1. Form submissions in the last 28 days and the trend relative to the last 28 days
2. Number of meetings booked in the last 28 days and the trend relative to the last 28 days
3. Redistribution and contact creation status for the router
4. A summary of rules that are active in the router

Additionally, the edit and duplicate actions are now safely placed as extra button clicks so you don’t accidentally clone your router.
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Rules

The new layout for your Matching and Distribution rules gives you a preview of:

1. Which team/teams do the meeting get assigned to
2. Whether the rule updates the owner in the CRM
3. In cases of matching rules - what condition and object is considered for a match

We have also updated the flow of creating Matching and Distribution Rules to make it more convenient and easier for admins. You can find the detailed process breakdown here, but in the meantime take a look at one of the biggest changes.

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Matching Rules

You are now required to first choose ​​who the meetings should be assigned to.

This would be a single member from a matched criteria where the meeting is assigned if the prospect is matched to an owner in CRM.

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Distribution Rules

Similar to matching rules, you are required to first choose ​​who the meetings should be assigned to.

This would be a single member from a Round Robin list where the meeting gets assigned to a single member who is available at the chosen time, from a single Round Robin list.

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Campaign Hub

The overhaul of the Campaign Router Hub is very similar to the Inbound Router Hub. The new dashboard is your go-to place for traceability (Routing logs), configuration, and reporting for your campaign routers.

Functional and visual updates made to routers, rules, and reports in the Campaign Hub are equivalent to the Inbound Hub ones.

Find the detailed guide to Campaign Routers here. And if you need further assistance reach out via Slack and we’ll help you set it up.
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Relays

RevenueHero’s Relays can now be managed in a single section that now houses all the workflow and links for your handoff process.

With that, we’ve come to a close on today’s updates.

There are so many new capabilities and actions for you to explore. And we are so excited for you to take the new and exciting UI for a spin.

We’d love to hear your thoughts on it. If you have any questions, just drop a message on our Slack channel or send an email to support@revenuehero.io and we’ll help you out.

It’s been a minute!

But we’re back here with some massive updates, which are in fact capabilities that have been highly requested and sought after by prospects in a scheduling solution like ours. And it’s finally here!

DKIM (Email Configuration)

With DomainKeys Identified Mail (DKIM) you can customize the email domain used for all system generated emails to your prospects. This lets you add an additional layer of personalization, ensure spam-free communication for your prospects, and helps you stay on-brand at every touchpoint.

Yes, that includes email notifications for meeting invites, reminders, and more.

How to set it up

It’s a fairly simple and straightforward process.

1. Head over to the Email Configuration tab under Settings.
2. Click on “Get Started” and enter the custom domain you would like to use.
3. You’ll be required to verify the domain.
4. Upon verification, all your emails sent out via RevenueHero will have the custom domain.

Okta SSO

You can now set up a custom RevenueHero integration in Okta for Single Sign-On. This is another step forward in our commitment to our customer’s data security and privacy.

The Okta integration will enable secure access and authentication for customers while logging into our platform.

When it comes to setup, we’ll do most of the heavy lifting but we do require some initial setup to be done at your end to enable it. You can find the steps to get started here.

If you need any help during this process, reach out to us via the Slack channel and we’ll jump right in and get it sorted.

We are excited to share that RevenueHero offers native enrichment support through which it can enrich and detect 4 new fields without having to set up hidden fields in the web form.

It works out of the box without the need for any additional products. You can route meetings to the right team based on region without any extra developer effort.

The 4 fields that we support out of the box are:

• Personal email: whether the prospect used a free inbox or not
• Disposable email: whether the prospect’s email came from a list of temporary emails
• Country: what country did they visit from
• Timezone: what timezone did the prospect operate in

These enriched fields can be added as conditions in the distribution rules to help you qualify leads instantly.

Easily map the RevenueHero enriched fields to your CRM fields to ensure all the data gets synced in real-time. Furthermore, you can find all the leads that have been qualified based on the enrichment rule in your Routing Log.

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Earlier this week we rolled out a massive feature for all our customers to make the #SDRtoAEHandoff as efficient and effortless as it can be - Relays.

Our customers have been using and loving it. They also keep us on our feet and it drives us to do more and do better. Our newly launched Relays just got better with this update.

Fallback Pods

As any distribution logic goes, you will always have exceptions. And with relays, we just launched a mandatory fallback pod to make sure that the dependency to create a fallback for that one sneaky CRM record that doesn’t match is no longer on the admin.

What this essentially means is that you’ll have to create a Distribution Pod without any conditions so that in the event the existing Pods with conditions don’t match the meeting will still get assigned to a rep from the Fallback Pod.

This is a mandatory step when you are setting up Relays. Find the detailed guide here.

Relay Links

With this new feature, you can easily access and share your Relay meeting links from wherever you are on your browser using the Chrome extension.

This lets you share a meeting booking link directly with your prospect and assign it to the right AE based on the conditions and distribution rules set up. Every time you create a new Relay meeting this link gets automatically generated.

1. All you have to do is, click on the RevenueHero Chrome Extension icon.
2. Click on the My Links tab in the pop-up.
3. Under the Relay Meeting Links, select the link you want to share.
4. It automatically gets copied to your clipboard.
5. You can now paste it to your email, message, or any other communication channel you want to.

Alternatively, you can also copy this Relay meeting link from RevenueHero after you create the Relay.

Relays - Book for yourself

Your reps can now book meetings for themselves after talking to a customer/prospect using Relays. The Relay setup helps identify what CRM fields need to be mapped for updating meeting details in real-time.

If you need any help with any of these Relays functionalities, feel free to reach out via Slack and we’ll walk you through it.

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You can now generate Daily meeting links for all the scheduled meetings between your prospects and sales teams.

This latest integration can be used as a video conferencing tool for meetings booked through RevenueHero and is available to customers across all plans.

Head to your Organization Settings and find it listed under the My Integrations sections. You can connect and set it up in 4 simple steps, without having to get a developer’s help.

And for new users, Daily will show up as a meeting tool option during onboarding.

Once Daily is integrated, all new meeting invites from RevenueHero will have the Daily conference link included automatically.

How to set this up

You can find the detailed setup guide for the Daily integration here. If you need further assistance, reach out via Slack and we’ll help you set it up.

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