Proof you can’t polish.
When every vendor’s case study reads like it was written by the same AI, the most convincing proof is the one nobody rewrote. These are real Slack conversations, pulled straight from support.
Hard questions, workingsolutions, not a single word changed.
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Hi team, I see here that I can map fields from SF lead and contact. Is there a mapping to the account as well? Can I use account fields on the routing rules or just lead/contact?
I need to filter the assignment rules based on account fields. Can I do that if they are not mapped to the form?
"Yes, you can just use account properties on the rules!" No form mapping required. Salesforce account-level fields can be used directly in distribution rules, going deeper than most tools that stop at lead/contact objects.
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Struggling a bit with creating a specific meeting type. I want to create a meeting for the team that ONLY has availability for the team members. I created a group meeting link for it but it keeps including me even though I'm not on the team. Can you help?
Quick huddle. Sorted in 15 minutes. Admin/team separation configured so the admin creating meeting types isn't automatically included in the availability pool. Classic gotcha, resolved with a fast call.
“You're the MVP! Thank you!!!
Using contains function with source URL can be unstable and hard to scale... if we add a field with a distinct building code into the HTML of each page, can RH reference that to route?
We also have landing pages for some locations which have different URLs
Two solutions proposed: hidden form field with URL parameters per location page, plus a simpler alternative walked through on a live call with recording. Stable, scalable location routing.
Looking for help around sending magic slots for a specific AE. If the lead chooses the 'Find another time' option, the meeting will be routed to the next available AE. Is there a way to only show available times for the pre-selected AE?
Strict Round Robin shows only the specific rep's availability on Find More Time. Flexible or Balanced shows all reps. Recommended: Strict for internal SDR-to-AE bookings, Flexible/Balanced for external links to maximize availability
“Ok that makes sense. And an easy fix, thanks! You're the best!!
Is there a way we could add other properties from HS to RevenueHero? Like the Customer Success Manager (CSM) and Company Owner properties?
We use a shared team email as a user to represent the CSM Growth Team. However, we don't want to add this as a member in RevenueHero, since its calendar isn't connected to individual team members.
If CSM = CS Growth Team (i.e., owned by the shared email), rotate meetings between the actual CS Growth Team members in RevenueHero.
RH confirmed they could read the HubSpot fields. The ops team then found a creative inverse-logic solution: "If CSM is known AND is none of the 20 teams, assume CSM is CS Growth." Map shared CRM ownership to individual round-robin members.
“🎉 genius — We essentially took the inverse of what we wanted the field to be
If we choose to disqualify free email addresses, how do we set up the parameters on who receives an email to alert us someone made a submission?
If someone uses an @gmail.com email address as an example, we don't want them to be able to book a meeting, but we want to be alerted of the submission via email.
Complete multi-channel alerting pipeline: Workflows with "When a prospect is disqualified" trigger, free email DQ in router config, parallel Slack workflow for the same trigger, plus Slack bot setup guide. DQ the lead. Never lose visibility.
Previously, we relied on ZoomInfo Instant Enrich to support routing based on firmographic data like location and company size, but that's no longer active. Is it possible to fully use our CRM enrichment for real-time routing? Or would we need a dedicated enrichment solution?
RH offers native enrichment out of the box using Clearbit, CrustData, or Apollo. No need to maintain a separate system. If using CRM-native enrichment, the data must be passed in the form payload at submission. Hop on a call to find the best approach.
Hi team! Is there a way to set a limit of meetings that can be booked on an AE per day?
Confirmed via Settings → Meeting Categories with a Loom walkthrough. When the customer reported a permissions issue, RH enabled the feature within 24 hours. Capacity management that protects rep productivity.
If a prospect fills out the form on our website and they select "Outside the US" for State/Region, I'd like them to never have the option to book on a rep's calendar. How do I go about that?
Add it as a DQ condition in distribution rules: if the prospect selects "Outside the US," they get disqualified and can't book. Apply across each distribution rule. Video walkthrough provided.
“Got it, had to do each of the distribution rules! Appreciate the video.
Is it possible to set up an email alert to a specific email address every time a meeting is booked using a specific router? We have a round robin scheduling link for customers without a dedicated CSM and I need visibility for when calls are booked so I can ensure the appropriate resources are aligned.
"Yes, that's possible. You can set this up under Workflows" by choosing the meeting type used in the router and specifying the email for alerts. Loom walkthrough sent. CSM overflow management with full visibility.
“Super helpful — thank you
Is there a way to A/B test different meeting durations? E.g. 45 vs 30 mins.
Just trying to see if users are more likely to book if we ask for 30 instead of 45 minutes.
While native A/B testing isn't built in, the workaround is clean: two landing pages, two RevenueHero routers, each with a different meeting duration. Same routing logic. Compare conversion rates. Done.
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We currently have a 45 minute initial demo. What would be the best way to have:
1. A 30 minute option
2. Only the Senior AEs can do them
3. SDRs can book via Outbound
4. SDRs can book via Inbound form submissions
5. We do NOT want any from Inbound directly from the website
Five constraints. One answer: Yes. RH offered to set it all up on a call. Multiple meeting types, Relay links for SDR booking, channel-specific routing, rep-tier assignment. All working together in one configuration.
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Could someone review our matching criteria on our campaign router? I don't see it matching existing owners and is instead defaulting to my catch team.
The parameters thing is new to me. It wasn't mentioned when we set up the campaign.
Campaign Router is calendar-first: it needs the CRM ID parameter in the link to run matching and show the right rep's time slots. Format: ?crm_id={{contact.hs_object_id}}. Without it, falls through to catch-all.
“It looks good — thanks!
Do you have any endpoint where I can retrieve all the times available for an AI?
We wanted to have:
1. Depending on the router, have the availability of the round robin
2. Be able to generate relay links and embed them in the gmail API
This will be for our AI replier to use in the responses. It's an n8n agent that uses tools to do stuff.
Connected them with the engineer building the MCP server. Provided: SSE endpoint URL, router token, full system prompt for the AI agent, and a Loom walkthrough. An AI that qualifies, routes, and books meetings through RH's API.
Hi team, I see here that I can map fields from SF lead and contact. Is there a mapping to the account as well? Can I use account fields on the routing rules or just lead/contact?
I need to filter the assignment rules based on account fields. Can I do that if they are not mapped to the form?
"Yes, you can just use account properties on the rules!" No form mapping required. Salesforce account-level fields can be used directly in distribution rules, going deeper than most tools that stop at lead/contact objects.
Struggling a bit with creating a specific meeting type. I want to create a meeting for the team that ONLY has availability for the team members. I created a group meeting link for it but it keeps including me even though I'm not on the team. Can you help?
Quick huddle. Sorted in 15 minutes. Admin/team separation configured so the admin creating meeting types isn't automatically included in the availability pool. Classic gotcha, resolved with a fast call.
“You're the MVP! Thank you!!!
Using contains function with source URL can be unstable and hard to scale... if we add a field with a distinct building code into the HTML of each page, can RH reference that to route?
We also have landing pages for some locations which have different URLs
Two solutions proposed: hidden form field with URL parameters per location page, plus a simpler alternative walked through on a live call with recording. Stable, scalable location routing.
Looking for help around sending magic slots for a specific AE. If the lead chooses the 'Find another time' option, the meeting will be routed to the next available AE. Is there a way to only show available times for the pre-selected AE?
Strict Round Robin shows only the specific rep's availability on Find More Time. Flexible or Balanced shows all reps. Recommended: Strict for internal SDR-to-AE bookings, Flexible/Balanced for external links to maximize availability
“Ok that makes sense. And an easy fix, thanks! You're the best!!
Is there a way we could add other properties from HS to RevenueHero? Like the Customer Success Manager (CSM) and Company Owner properties?
We use a shared team email as a user to represent the CSM Growth Team. However, we don't want to add this as a member in RevenueHero, since its calendar isn't connected to individual team members.
If CSM = CS Growth Team (i.e., owned by the shared email), rotate meetings between the actual CS Growth Team members in RevenueHero.
RH confirmed they could read the HubSpot fields. The ops team then found a creative inverse-logic solution: "If CSM is known AND is none of the 20 teams, assume CSM is CS Growth." Map shared CRM ownership to individual round-robin members.
“🎉 genius — We essentially took the inverse of what we wanted the field to be
If we choose to disqualify free email addresses, how do we set up the parameters on who receives an email to alert us someone made a submission?
If someone uses an @gmail.com email address as an example, we don't want them to be able to book a meeting, but we want to be alerted of the submission via email.
Complete multi-channel alerting pipeline: Workflows with "When a prospect is disqualified" trigger, free email DQ in router config, parallel Slack workflow for the same trigger, plus Slack bot setup guide. DQ the lead. Never lose visibility.
Previously, we relied on ZoomInfo Instant Enrich to support routing based on firmographic data like location and company size, but that's no longer active. Is it possible to fully use our CRM enrichment for real-time routing? Or would we need a dedicated enrichment solution?
RH offers native enrichment out of the box using Clearbit, CrustData, or Apollo. No need to maintain a separate system. If using CRM-native enrichment, the data must be passed in the form payload at submission. Hop on a call to find the best approach.
Hi team! Is there a way to set a limit of meetings that can be booked on an AE per day?
Confirmed via Settings → Meeting Categories with a Loom walkthrough. When the customer reported a permissions issue, RH enabled the feature within 24 hours. Capacity management that protects rep productivity.
If a prospect fills out the form on our website and they select "Outside the US" for State/Region, I'd like them to never have the option to book on a rep's calendar. How do I go about that?
Add it as a DQ condition in distribution rules: if the prospect selects "Outside the US," they get disqualified and can't book. Apply across each distribution rule. Video walkthrough provided.
“Got it, had to do each of the distribution rules! Appreciate the video.
Is it possible to set up an email alert to a specific email address every time a meeting is booked using a specific router? We have a round robin scheduling link for customers without a dedicated CSM and I need visibility for when calls are booked so I can ensure the appropriate resources are aligned.
"Yes, that's possible. You can set this up under Workflows" by choosing the meeting type used in the router and specifying the email for alerts. Loom walkthrough sent. CSM overflow management with full visibility.
“Super helpful — thank you
Is there a way to A/B test different meeting durations? E.g. 45 vs 30 mins.
Just trying to see if users are more likely to book if we ask for 30 instead of 45 minutes.
While native A/B testing isn't built in, the workaround is clean: two landing pages, two RevenueHero routers, each with a different meeting duration. Same routing logic. Compare conversion rates. Done.
We currently have a 45 minute initial demo. What would be the best way to have:
1. A 30 minute option
2. Only the Senior AEs can do them
3. SDRs can book via Outbound
4. SDRs can book via Inbound form submissions
5. We do NOT want any from Inbound directly from the website
Five constraints. One answer: Yes. RH offered to set it all up on a call. Multiple meeting types, Relay links for SDR booking, channel-specific routing, rep-tier assignment. All working together in one configuration.
Could someone review our matching criteria on our campaign router? I don't see it matching existing owners and is instead defaulting to my catch team.
The parameters thing is new to me. It wasn't mentioned when we set up the campaign.
Campaign Router is calendar-first: it needs the CRM ID parameter in the link to run matching and show the right rep's time slots. Format: ?crm_id={{contact.hs_object_id}}. Without it, falls through to catch-all.
“It looks good — thanks!
Do you have any endpoint where I can retrieve all the times available for an AI?
We wanted to have:
1. Depending on the router, have the availability of the round robin
2. Be able to generate relay links and embed them in the gmail API
This will be for our AI replier to use in the responses. It's an n8n agent that uses tools to do stuff.
Connected them with the engineer building the MCP server. Provided: SSE endpoint URL, router token, full system prompt for the AI agent, and a Loom walkthrough. An AI that qualifies, routes, and books meetings through RH's API.
Hi team, I see here that I can map fields from SF lead and contact. Is there a mapping to the account as well? Can I use account fields on the routing rules or just lead/contact?
I need to filter the assignment rules based on account fields. Can I do that if they are not mapped to the form?
"Yes, you can just use account properties on the rules!" No form mapping required. Salesforce account-level fields can be used directly in distribution rules, going deeper than most tools that stop at lead/contact objects.
Struggling a bit with creating a specific meeting type. I want to create a meeting for the team that ONLY has availability for the team members. I created a group meeting link for it but it keeps including me even though I'm not on the team. Can you help?
Quick huddle. Sorted in 15 minutes. Admin/team separation configured so the admin creating meeting types isn't automatically included in the availability pool. Classic gotcha, resolved with a fast call.
“You're the MVP! Thank you!!!
Using contains function with source URL can be unstable and hard to scale... if we add a field with a distinct building code into the HTML of each page, can RH reference that to route?
We also have landing pages for some locations which have different URLs
Two solutions proposed: hidden form field with URL parameters per location page, plus a simpler alternative walked through on a live call with recording. Stable, scalable location routing.
Looking for help around sending magic slots for a specific AE. If the lead chooses the 'Find another time' option, the meeting will be routed to the next available AE. Is there a way to only show available times for the pre-selected AE?
Strict Round Robin shows only the specific rep's availability on Find More Time. Flexible or Balanced shows all reps. Recommended: Strict for internal SDR-to-AE bookings, Flexible/Balanced for external links to maximize availability
“Ok that makes sense. And an easy fix, thanks! You're the best!!
Is there a way we could add other properties from HS to RevenueHero? Like the Customer Success Manager (CSM) and Company Owner properties?
We use a shared team email as a user to represent the CSM Growth Team. However, we don't want to add this as a member in RevenueHero, since its calendar isn't connected to individual team members.
If CSM = CS Growth Team (i.e., owned by the shared email), rotate meetings between the actual CS Growth Team members in RevenueHero.
RH confirmed they could read the HubSpot fields. The ops team then found a creative inverse-logic solution: "If CSM is known AND is none of the 20 teams, assume CSM is CS Growth." Map shared CRM ownership to individual round-robin members.
“🎉 genius — We essentially took the inverse of what we wanted the field to be
If we choose to disqualify free email addresses, how do we set up the parameters on who receives an email to alert us someone made a submission?
If someone uses an @gmail.com email address as an example, we don't want them to be able to book a meeting, but we want to be alerted of the submission via email.
Complete multi-channel alerting pipeline: Workflows with "When a prospect is disqualified" trigger, free email DQ in router config, parallel Slack workflow for the same trigger, plus Slack bot setup guide. DQ the lead. Never lose visibility.
Previously, we relied on ZoomInfo Instant Enrich to support routing based on firmographic data like location and company size, but that's no longer active. Is it possible to fully use our CRM enrichment for real-time routing? Or would we need a dedicated enrichment solution?
RH offers native enrichment out of the box using Clearbit, CrustData, or Apollo. No need to maintain a separate system. If using CRM-native enrichment, the data must be passed in the form payload at submission. Hop on a call to find the best approach.
Hi team! Is there a way to set a limit of meetings that can be booked on an AE per day?
Confirmed via Settings → Meeting Categories with a Loom walkthrough. When the customer reported a permissions issue, RH enabled the feature within 24 hours. Capacity management that protects rep productivity.
If a prospect fills out the form on our website and they select "Outside the US" for State/Region, I'd like them to never have the option to book on a rep's calendar. How do I go about that?
Add it as a DQ condition in distribution rules: if the prospect selects "Outside the US," they get disqualified and can't book. Apply across each distribution rule. Video walkthrough provided.
“Got it, had to do each of the distribution rules! Appreciate the video.
Is it possible to set up an email alert to a specific email address every time a meeting is booked using a specific router? We have a round robin scheduling link for customers without a dedicated CSM and I need visibility for when calls are booked so I can ensure the appropriate resources are aligned.
"Yes, that's possible. You can set this up under Workflows" by choosing the meeting type used in the router and specifying the email for alerts. Loom walkthrough sent. CSM overflow management with full visibility.
“Super helpful — thank you
Is there a way to A/B test different meeting durations? E.g. 45 vs 30 mins.
Just trying to see if users are more likely to book if we ask for 30 instead of 45 minutes.
While native A/B testing isn't built in, the workaround is clean: two landing pages, two RevenueHero routers, each with a different meeting duration. Same routing logic. Compare conversion rates. Done.
We currently have a 45 minute initial demo. What would be the best way to have:
1. A 30 minute option
2. Only the Senior AEs can do them
3. SDRs can book via Outbound
4. SDRs can book via Inbound form submissions
5. We do NOT want any from Inbound directly from the website
Five constraints. One answer: Yes. RH offered to set it all up on a call. Multiple meeting types, Relay links for SDR booking, channel-specific routing, rep-tier assignment. All working together in one configuration.
Could someone review our matching criteria on our campaign router? I don't see it matching existing owners and is instead defaulting to my catch team.
The parameters thing is new to me. It wasn't mentioned when we set up the campaign.
Campaign Router is calendar-first: it needs the CRM ID parameter in the link to run matching and show the right rep's time slots. Format: ?crm_id={{contact.hs_object_id}}. Without it, falls through to catch-all.
“It looks good — thanks!
Do you have any endpoint where I can retrieve all the times available for an AI?
We wanted to have:
1. Depending on the router, have the availability of the round robin
2. Be able to generate relay links and embed them in the gmail API
This will be for our AI replier to use in the responses. It's an n8n agent that uses tools to do stuff.
Connected them with the engineer building the MCP server. Provided: SSE endpoint URL, router token, full system prompt for the AI agent, and a Loom walkthrough. An AI that qualifies, routes, and books meetings through RH's API.
Hi team, I see here that I can map fields from SF lead and contact. Is there a mapping to the account as well? Can I use account fields on the routing rules or just lead/contact?
I need to filter the assignment rules based on account fields. Can I do that if they are not mapped to the form?
"Yes, you can just use account properties on the rules!" No form mapping required. Salesforce account-level fields can be used directly in distribution rules, going deeper than most tools that stop at lead/contact objects.
Struggling a bit with creating a specific meeting type. I want to create a meeting for the team that ONLY has availability for the team members. I created a group meeting link for it but it keeps including me even though I'm not on the team. Can you help?
Quick huddle. Sorted in 15 minutes. Admin/team separation configured so the admin creating meeting types isn't automatically included in the availability pool. Classic gotcha, resolved with a fast call.
“You're the MVP! Thank you!!!
Using contains function with source URL can be unstable and hard to scale... if we add a field with a distinct building code into the HTML of each page, can RH reference that to route?
We also have landing pages for some locations which have different URLs
Two solutions proposed: hidden form field with URL parameters per location page, plus a simpler alternative walked through on a live call with recording. Stable, scalable location routing.
Looking for help around sending magic slots for a specific AE. If the lead chooses the 'Find another time' option, the meeting will be routed to the next available AE. Is there a way to only show available times for the pre-selected AE?
Strict Round Robin shows only the specific rep's availability on Find More Time. Flexible or Balanced shows all reps. Recommended: Strict for internal SDR-to-AE bookings, Flexible/Balanced for external links to maximize availability
“Ok that makes sense. And an easy fix, thanks! You're the best!!
Is there a way we could add other properties from HS to RevenueHero? Like the Customer Success Manager (CSM) and Company Owner properties?
We use a shared team email as a user to represent the CSM Growth Team. However, we don't want to add this as a member in RevenueHero, since its calendar isn't connected to individual team members.
If CSM = CS Growth Team (i.e., owned by the shared email), rotate meetings between the actual CS Growth Team members in RevenueHero.
RH confirmed they could read the HubSpot fields. The ops team then found a creative inverse-logic solution: "If CSM is known AND is none of the 20 teams, assume CSM is CS Growth." Map shared CRM ownership to individual round-robin members.
“🎉 genius — We essentially took the inverse of what we wanted the field to be
If we choose to disqualify free email addresses, how do we set up the parameters on who receives an email to alert us someone made a submission?
If someone uses an @gmail.com email address as an example, we don't want them to be able to book a meeting, but we want to be alerted of the submission via email.
Complete multi-channel alerting pipeline: Workflows with "When a prospect is disqualified" trigger, free email DQ in router config, parallel Slack workflow for the same trigger, plus Slack bot setup guide. DQ the lead. Never lose visibility.
Previously, we relied on ZoomInfo Instant Enrich to support routing based on firmographic data like location and company size, but that's no longer active. Is it possible to fully use our CRM enrichment for real-time routing? Or would we need a dedicated enrichment solution?
RH offers native enrichment out of the box using Clearbit, CrustData, or Apollo. No need to maintain a separate system. If using CRM-native enrichment, the data must be passed in the form payload at submission. Hop on a call to find the best approach.
Hi team! Is there a way to set a limit of meetings that can be booked on an AE per day?
Confirmed via Settings → Meeting Categories with a Loom walkthrough. When the customer reported a permissions issue, RH enabled the feature within 24 hours. Capacity management that protects rep productivity.
If a prospect fills out the form on our website and they select "Outside the US" for State/Region, I'd like them to never have the option to book on a rep's calendar. How do I go about that?
Add it as a DQ condition in distribution rules: if the prospect selects "Outside the US," they get disqualified and can't book. Apply across each distribution rule. Video walkthrough provided.
“Got it, had to do each of the distribution rules! Appreciate the video.
Is it possible to set up an email alert to a specific email address every time a meeting is booked using a specific router? We have a round robin scheduling link for customers without a dedicated CSM and I need visibility for when calls are booked so I can ensure the appropriate resources are aligned.
"Yes, that's possible. You can set this up under Workflows" by choosing the meeting type used in the router and specifying the email for alerts. Loom walkthrough sent. CSM overflow management with full visibility.
“Super helpful — thank you
Is there a way to A/B test different meeting durations? E.g. 45 vs 30 mins.
Just trying to see if users are more likely to book if we ask for 30 instead of 45 minutes.
While native A/B testing isn't built in, the workaround is clean: two landing pages, two RevenueHero routers, each with a different meeting duration. Same routing logic. Compare conversion rates. Done.
We currently have a 45 minute initial demo. What would be the best way to have:
1. A 30 minute option
2. Only the Senior AEs can do them
3. SDRs can book via Outbound
4. SDRs can book via Inbound form submissions
5. We do NOT want any from Inbound directly from the website
Five constraints. One answer: Yes. RH offered to set it all up on a call. Multiple meeting types, Relay links for SDR booking, channel-specific routing, rep-tier assignment. All working together in one configuration.
Could someone review our matching criteria on our campaign router? I don't see it matching existing owners and is instead defaulting to my catch team.
The parameters thing is new to me. It wasn't mentioned when we set up the campaign.
Campaign Router is calendar-first: it needs the CRM ID parameter in the link to run matching and show the right rep's time slots. Format: ?crm_id={{contact.hs_object_id}}. Without it, falls through to catch-all.
“It looks good — thanks!
Do you have any endpoint where I can retrieve all the times available for an AI?
We wanted to have:
1. Depending on the router, have the availability of the round robin
2. Be able to generate relay links and embed them in the gmail API
This will be for our AI replier to use in the responses. It's an n8n agent that uses tools to do stuff.
Connected them with the engineer building the MCP server. Provided: SSE endpoint URL, router token, full system prompt for the AI agent, and a Loom walkthrough. An AI that qualifies, routes, and books meetings through RH's API.
Hi team, I see here that I can map fields from SF lead and contact. Is there a mapping to the account as well? Can I use account fields on the routing rules or just lead/contact?
I need to filter the assignment rules based on account fields. Can I do that if they are not mapped to the form?
"Yes, you can just use account properties on the rules!" No form mapping required. Salesforce account-level fields can be used directly in distribution rules, going deeper than most tools that stop at lead/contact objects.
Struggling a bit with creating a specific meeting type. I want to create a meeting for the team that ONLY has availability for the team members. I created a group meeting link for it but it keeps including me even though I'm not on the team. Can you help?
Quick huddle. Sorted in 15 minutes. Admin/team separation configured so the admin creating meeting types isn't automatically included in the availability pool. Classic gotcha, resolved with a fast call.
“You're the MVP! Thank you!!!
Using contains function with source URL can be unstable and hard to scale... if we add a field with a distinct building code into the HTML of each page, can RH reference that to route?
We also have landing pages for some locations which have different URLs
Two solutions proposed: hidden form field with URL parameters per location page, plus a simpler alternative walked through on a live call with recording. Stable, scalable location routing.
Looking for help around sending magic slots for a specific AE. If the lead chooses the 'Find another time' option, the meeting will be routed to the next available AE. Is there a way to only show available times for the pre-selected AE?
Strict Round Robin shows only the specific rep's availability on Find More Time. Flexible or Balanced shows all reps. Recommended: Strict for internal SDR-to-AE bookings, Flexible/Balanced for external links to maximize availability
“Ok that makes sense. And an easy fix, thanks! You're the best!!
Is there a way we could add other properties from HS to RevenueHero? Like the Customer Success Manager (CSM) and Company Owner properties?
We use a shared team email as a user to represent the CSM Growth Team. However, we don't want to add this as a member in RevenueHero, since its calendar isn't connected to individual team members.
If CSM = CS Growth Team (i.e., owned by the shared email), rotate meetings between the actual CS Growth Team members in RevenueHero.
RH confirmed they could read the HubSpot fields. The ops team then found a creative inverse-logic solution: "If CSM is known AND is none of the 20 teams, assume CSM is CS Growth." Map shared CRM ownership to individual round-robin members.
“🎉 genius — We essentially took the inverse of what we wanted the field to be
If we choose to disqualify free email addresses, how do we set up the parameters on who receives an email to alert us someone made a submission?
If someone uses an @gmail.com email address as an example, we don't want them to be able to book a meeting, but we want to be alerted of the submission via email.
Complete multi-channel alerting pipeline: Workflows with "When a prospect is disqualified" trigger, free email DQ in router config, parallel Slack workflow for the same trigger, plus Slack bot setup guide. DQ the lead. Never lose visibility.
Previously, we relied on ZoomInfo Instant Enrich to support routing based on firmographic data like location and company size, but that's no longer active. Is it possible to fully use our CRM enrichment for real-time routing? Or would we need a dedicated enrichment solution?
RH offers native enrichment out of the box using Clearbit, CrustData, or Apollo. No need to maintain a separate system. If using CRM-native enrichment, the data must be passed in the form payload at submission. Hop on a call to find the best approach.
Hi team! Is there a way to set a limit of meetings that can be booked on an AE per day?
Confirmed via Settings → Meeting Categories with a Loom walkthrough. When the customer reported a permissions issue, RH enabled the feature within 24 hours. Capacity management that protects rep productivity.
If a prospect fills out the form on our website and they select "Outside the US" for State/Region, I'd like them to never have the option to book on a rep's calendar. How do I go about that?
Add it as a DQ condition in distribution rules: if the prospect selects "Outside the US," they get disqualified and can't book. Apply across each distribution rule. Video walkthrough provided.
“Got it, had to do each of the distribution rules! Appreciate the video.
Is it possible to set up an email alert to a specific email address every time a meeting is booked using a specific router? We have a round robin scheduling link for customers without a dedicated CSM and I need visibility for when calls are booked so I can ensure the appropriate resources are aligned.
"Yes, that's possible. You can set this up under Workflows" by choosing the meeting type used in the router and specifying the email for alerts. Loom walkthrough sent. CSM overflow management with full visibility.
“Super helpful — thank you
Is there a way to A/B test different meeting durations? E.g. 45 vs 30 mins.
Just trying to see if users are more likely to book if we ask for 30 instead of 45 minutes.
While native A/B testing isn't built in, the workaround is clean: two landing pages, two RevenueHero routers, each with a different meeting duration. Same routing logic. Compare conversion rates. Done.
We currently have a 45 minute initial demo. What would be the best way to have:
1. A 30 minute option
2. Only the Senior AEs can do them
3. SDRs can book via Outbound
4. SDRs can book via Inbound form submissions
5. We do NOT want any from Inbound directly from the website
Five constraints. One answer: Yes. RH offered to set it all up on a call. Multiple meeting types, Relay links for SDR booking, channel-specific routing, rep-tier assignment. All working together in one configuration.
Could someone review our matching criteria on our campaign router? I don't see it matching existing owners and is instead defaulting to my catch team.
The parameters thing is new to me. It wasn't mentioned when we set up the campaign.
Campaign Router is calendar-first: it needs the CRM ID parameter in the link to run matching and show the right rep's time slots. Format: ?crm_id={{contact.hs_object_id}}. Without it, falls through to catch-all.
“It looks good — thanks!
Do you have any endpoint where I can retrieve all the times available for an AI?
We wanted to have:
1. Depending on the router, have the availability of the round robin
2. Be able to generate relay links and embed them in the gmail API
This will be for our AI replier to use in the responses. It's an n8n agent that uses tools to do stuff.
Connected them with the engineer building the MCP server. Provided: SSE endpoint URL, router token, full system prompt for the AI agent, and a Loom walkthrough. An AI that qualifies, routes, and books meetings through RH's API.
Hi team, I see here that I can map fields from SF lead and contact. Is there a mapping to the account as well? Can I use account fields on the routing rules or just lead/contact?
I need to filter the assignment rules based on account fields. Can I do that if they are not mapped to the form?
"Yes, you can just use account properties on the rules!" No form mapping required. Salesforce account-level fields can be used directly in distribution rules, going deeper than most tools that stop at lead/contact objects.
Struggling a bit with creating a specific meeting type. I want to create a meeting for the team that ONLY has availability for the team members. I created a group meeting link for it but it keeps including me even though I'm not on the team. Can you help?
Quick huddle. Sorted in 15 minutes. Admin/team separation configured so the admin creating meeting types isn't automatically included in the availability pool. Classic gotcha, resolved with a fast call.
“You're the MVP! Thank you!!!
Using contains function with source URL can be unstable and hard to scale... if we add a field with a distinct building code into the HTML of each page, can RH reference that to route?
We also have landing pages for some locations which have different URLs
Two solutions proposed: hidden form field with URL parameters per location page, plus a simpler alternative walked through on a live call with recording. Stable, scalable location routing.
Looking for help around sending magic slots for a specific AE. If the lead chooses the 'Find another time' option, the meeting will be routed to the next available AE. Is there a way to only show available times for the pre-selected AE?
Strict Round Robin shows only the specific rep's availability on Find More Time. Flexible or Balanced shows all reps. Recommended: Strict for internal SDR-to-AE bookings, Flexible/Balanced for external links to maximize availability
“Ok that makes sense. And an easy fix, thanks! You're the best!!
Is there a way we could add other properties from HS to RevenueHero? Like the Customer Success Manager (CSM) and Company Owner properties?
We use a shared team email as a user to represent the CSM Growth Team. However, we don't want to add this as a member in RevenueHero, since its calendar isn't connected to individual team members.
If CSM = CS Growth Team (i.e., owned by the shared email), rotate meetings between the actual CS Growth Team members in RevenueHero.
RH confirmed they could read the HubSpot fields. The ops team then found a creative inverse-logic solution: "If CSM is known AND is none of the 20 teams, assume CSM is CS Growth." Map shared CRM ownership to individual round-robin members.
“🎉 genius — We essentially took the inverse of what we wanted the field to be
If we choose to disqualify free email addresses, how do we set up the parameters on who receives an email to alert us someone made a submission?
If someone uses an @gmail.com email address as an example, we don't want them to be able to book a meeting, but we want to be alerted of the submission via email.
Complete multi-channel alerting pipeline: Workflows with "When a prospect is disqualified" trigger, free email DQ in router config, parallel Slack workflow for the same trigger, plus Slack bot setup guide. DQ the lead. Never lose visibility.
Previously, we relied on ZoomInfo Instant Enrich to support routing based on firmographic data like location and company size, but that's no longer active. Is it possible to fully use our CRM enrichment for real-time routing? Or would we need a dedicated enrichment solution?
RH offers native enrichment out of the box using Clearbit, CrustData, or Apollo. No need to maintain a separate system. If using CRM-native enrichment, the data must be passed in the form payload at submission. Hop on a call to find the best approach.
Hi team! Is there a way to set a limit of meetings that can be booked on an AE per day?
Confirmed via Settings → Meeting Categories with a Loom walkthrough. When the customer reported a permissions issue, RH enabled the feature within 24 hours. Capacity management that protects rep productivity.
If a prospect fills out the form on our website and they select "Outside the US" for State/Region, I'd like them to never have the option to book on a rep's calendar. How do I go about that?
Add it as a DQ condition in distribution rules: if the prospect selects "Outside the US," they get disqualified and can't book. Apply across each distribution rule. Video walkthrough provided.
“Got it, had to do each of the distribution rules! Appreciate the video.
Is it possible to set up an email alert to a specific email address every time a meeting is booked using a specific router? We have a round robin scheduling link for customers without a dedicated CSM and I need visibility for when calls are booked so I can ensure the appropriate resources are aligned.
"Yes, that's possible. You can set this up under Workflows" by choosing the meeting type used in the router and specifying the email for alerts. Loom walkthrough sent. CSM overflow management with full visibility.
“Super helpful — thank you
Is there a way to A/B test different meeting durations? E.g. 45 vs 30 mins.
Just trying to see if users are more likely to book if we ask for 30 instead of 45 minutes.
While native A/B testing isn't built in, the workaround is clean: two landing pages, two RevenueHero routers, each with a different meeting duration. Same routing logic. Compare conversion rates. Done.
We currently have a 45 minute initial demo. What would be the best way to have:
1. A 30 minute option
2. Only the Senior AEs can do them
3. SDRs can book via Outbound
4. SDRs can book via Inbound form submissions
5. We do NOT want any from Inbound directly from the website
Five constraints. One answer: Yes. RH offered to set it all up on a call. Multiple meeting types, Relay links for SDR booking, channel-specific routing, rep-tier assignment. All working together in one configuration.
Could someone review our matching criteria on our campaign router? I don't see it matching existing owners and is instead defaulting to my catch team.
The parameters thing is new to me. It wasn't mentioned when we set up the campaign.
Campaign Router is calendar-first: it needs the CRM ID parameter in the link to run matching and show the right rep's time slots. Format: ?crm_id={{contact.hs_object_id}}. Without it, falls through to catch-all.
“It looks good — thanks!
Do you have any endpoint where I can retrieve all the times available for an AI?
We wanted to have:
1. Depending on the router, have the availability of the round robin
2. Be able to generate relay links and embed them in the gmail API
This will be for our AI replier to use in the responses. It's an n8n agent that uses tools to do stuff.
Connected them with the engineer building the MCP server. Provided: SSE endpoint URL, router token, full system prompt for the AI agent, and a Loom walkthrough. An AI that qualifies, routes, and books meetings through RH's API.
Hi team, I see here that I can map fields from SF lead and contact. Is there a mapping to the account as well? Can I use account fields on the routing rules or just lead/contact?
I need to filter the assignment rules based on account fields. Can I do that if they are not mapped to the form?
"Yes, you can just use account properties on the rules!" No form mapping required. Salesforce account-level fields can be used directly in distribution rules, going deeper than most tools that stop at lead/contact objects.
Struggling a bit with creating a specific meeting type. I want to create a meeting for the team that ONLY has availability for the team members. I created a group meeting link for it but it keeps including me even though I'm not on the team. Can you help?
Quick huddle. Sorted in 15 minutes. Admin/team separation configured so the admin creating meeting types isn't automatically included in the availability pool. Classic gotcha, resolved with a fast call.
“You're the MVP! Thank you!!!
Using contains function with source URL can be unstable and hard to scale... if we add a field with a distinct building code into the HTML of each page, can RH reference that to route?
We also have landing pages for some locations which have different URLs
Two solutions proposed: hidden form field with URL parameters per location page, plus a simpler alternative walked through on a live call with recording. Stable, scalable location routing.
Looking for help around sending magic slots for a specific AE. If the lead chooses the 'Find another time' option, the meeting will be routed to the next available AE. Is there a way to only show available times for the pre-selected AE?
Strict Round Robin shows only the specific rep's availability on Find More Time. Flexible or Balanced shows all reps. Recommended: Strict for internal SDR-to-AE bookings, Flexible/Balanced for external links to maximize availability
“Ok that makes sense. And an easy fix, thanks! You're the best!!
Is there a way we could add other properties from HS to RevenueHero? Like the Customer Success Manager (CSM) and Company Owner properties?
We use a shared team email as a user to represent the CSM Growth Team. However, we don't want to add this as a member in RevenueHero, since its calendar isn't connected to individual team members.
If CSM = CS Growth Team (i.e., owned by the shared email), rotate meetings between the actual CS Growth Team members in RevenueHero.
RH confirmed they could read the HubSpot fields. The ops team then found a creative inverse-logic solution: "If CSM is known AND is none of the 20 teams, assume CSM is CS Growth." Map shared CRM ownership to individual round-robin members.
“🎉 genius — We essentially took the inverse of what we wanted the field to be
If we choose to disqualify free email addresses, how do we set up the parameters on who receives an email to alert us someone made a submission?
If someone uses an @gmail.com email address as an example, we don't want them to be able to book a meeting, but we want to be alerted of the submission via email.
Complete multi-channel alerting pipeline: Workflows with "When a prospect is disqualified" trigger, free email DQ in router config, parallel Slack workflow for the same trigger, plus Slack bot setup guide. DQ the lead. Never lose visibility.
Previously, we relied on ZoomInfo Instant Enrich to support routing based on firmographic data like location and company size, but that's no longer active. Is it possible to fully use our CRM enrichment for real-time routing? Or would we need a dedicated enrichment solution?
RH offers native enrichment out of the box using Clearbit, CrustData, or Apollo. No need to maintain a separate system. If using CRM-native enrichment, the data must be passed in the form payload at submission. Hop on a call to find the best approach.
Hi team! Is there a way to set a limit of meetings that can be booked on an AE per day?
Confirmed via Settings → Meeting Categories with a Loom walkthrough. When the customer reported a permissions issue, RH enabled the feature within 24 hours. Capacity management that protects rep productivity.
If a prospect fills out the form on our website and they select "Outside the US" for State/Region, I'd like them to never have the option to book on a rep's calendar. How do I go about that?
Add it as a DQ condition in distribution rules: if the prospect selects "Outside the US," they get disqualified and can't book. Apply across each distribution rule. Video walkthrough provided.
“Got it, had to do each of the distribution rules! Appreciate the video.
Is it possible to set up an email alert to a specific email address every time a meeting is booked using a specific router? We have a round robin scheduling link for customers without a dedicated CSM and I need visibility for when calls are booked so I can ensure the appropriate resources are aligned.
"Yes, that's possible. You can set this up under Workflows" by choosing the meeting type used in the router and specifying the email for alerts. Loom walkthrough sent. CSM overflow management with full visibility.
“Super helpful — thank you
Is there a way to A/B test different meeting durations? E.g. 45 vs 30 mins.
Just trying to see if users are more likely to book if we ask for 30 instead of 45 minutes.
While native A/B testing isn't built in, the workaround is clean: two landing pages, two RevenueHero routers, each with a different meeting duration. Same routing logic. Compare conversion rates. Done.
We currently have a 45 minute initial demo. What would be the best way to have:
1. A 30 minute option
2. Only the Senior AEs can do them
3. SDRs can book via Outbound
4. SDRs can book via Inbound form submissions
5. We do NOT want any from Inbound directly from the website
Five constraints. One answer: Yes. RH offered to set it all up on a call. Multiple meeting types, Relay links for SDR booking, channel-specific routing, rep-tier assignment. All working together in one configuration.
Could someone review our matching criteria on our campaign router? I don't see it matching existing owners and is instead defaulting to my catch team.
The parameters thing is new to me. It wasn't mentioned when we set up the campaign.
Campaign Router is calendar-first: it needs the CRM ID parameter in the link to run matching and show the right rep's time slots. Format: ?crm_id={{contact.hs_object_id}}. Without it, falls through to catch-all.
“It looks good — thanks!
Do you have any endpoint where I can retrieve all the times available for an AI?
We wanted to have:
1. Depending on the router, have the availability of the round robin
2. Be able to generate relay links and embed them in the gmail API
This will be for our AI replier to use in the responses. It's an n8n agent that uses tools to do stuff.
Connected them with the engineer building the MCP server. Provided: SSE endpoint URL, router token, full system prompt for the AI agent, and a Loom walkthrough. An AI that qualifies, routes, and books meetings through RH's API.
Hi team, I see here that I can map fields from SF lead and contact. Is there a mapping to the account as well? Can I use account fields on the routing rules or just lead/contact?
I need to filter the assignment rules based on account fields. Can I do that if they are not mapped to the form?
"Yes, you can just use account properties on the rules!" No form mapping required. Salesforce account-level fields can be used directly in distribution rules, going deeper than most tools that stop at lead/contact objects.
Struggling a bit with creating a specific meeting type. I want to create a meeting for the team that ONLY has availability for the team members. I created a group meeting link for it but it keeps including me even though I'm not on the team. Can you help?
Quick huddle. Sorted in 15 minutes. Admin/team separation configured so the admin creating meeting types isn't automatically included in the availability pool. Classic gotcha, resolved with a fast call.
“You're the MVP! Thank you!!!
Using contains function with source URL can be unstable and hard to scale... if we add a field with a distinct building code into the HTML of each page, can RH reference that to route?
We also have landing pages for some locations which have different URLs
Two solutions proposed: hidden form field with URL parameters per location page, plus a simpler alternative walked through on a live call with recording. Stable, scalable location routing.
Looking for help around sending magic slots for a specific AE. If the lead chooses the 'Find another time' option, the meeting will be routed to the next available AE. Is there a way to only show available times for the pre-selected AE?
Strict Round Robin shows only the specific rep's availability on Find More Time. Flexible or Balanced shows all reps. Recommended: Strict for internal SDR-to-AE bookings, Flexible/Balanced for external links to maximize availability
“Ok that makes sense. And an easy fix, thanks! You're the best!!
Is there a way we could add other properties from HS to RevenueHero? Like the Customer Success Manager (CSM) and Company Owner properties?
We use a shared team email as a user to represent the CSM Growth Team. However, we don't want to add this as a member in RevenueHero, since its calendar isn't connected to individual team members.
If CSM = CS Growth Team (i.e., owned by the shared email), rotate meetings between the actual CS Growth Team members in RevenueHero.
RH confirmed they could read the HubSpot fields. The ops team then found a creative inverse-logic solution: "If CSM is known AND is none of the 20 teams, assume CSM is CS Growth." Map shared CRM ownership to individual round-robin members.
“🎉 genius — We essentially took the inverse of what we wanted the field to be
If we choose to disqualify free email addresses, how do we set up the parameters on who receives an email to alert us someone made a submission?
If someone uses an @gmail.com email address as an example, we don't want them to be able to book a meeting, but we want to be alerted of the submission via email.
Complete multi-channel alerting pipeline: Workflows with "When a prospect is disqualified" trigger, free email DQ in router config, parallel Slack workflow for the same trigger, plus Slack bot setup guide. DQ the lead. Never lose visibility.
Previously, we relied on ZoomInfo Instant Enrich to support routing based on firmographic data like location and company size, but that's no longer active. Is it possible to fully use our CRM enrichment for real-time routing? Or would we need a dedicated enrichment solution?
RH offers native enrichment out of the box using Clearbit, CrustData, or Apollo. No need to maintain a separate system. If using CRM-native enrichment, the data must be passed in the form payload at submission. Hop on a call to find the best approach.
Hi team! Is there a way to set a limit of meetings that can be booked on an AE per day?
Confirmed via Settings → Meeting Categories with a Loom walkthrough. When the customer reported a permissions issue, RH enabled the feature within 24 hours. Capacity management that protects rep productivity.
If a prospect fills out the form on our website and they select "Outside the US" for State/Region, I'd like them to never have the option to book on a rep's calendar. How do I go about that?
Add it as a DQ condition in distribution rules: if the prospect selects "Outside the US," they get disqualified and can't book. Apply across each distribution rule. Video walkthrough provided.
“Got it, had to do each of the distribution rules! Appreciate the video.
Is it possible to set up an email alert to a specific email address every time a meeting is booked using a specific router? We have a round robin scheduling link for customers without a dedicated CSM and I need visibility for when calls are booked so I can ensure the appropriate resources are aligned.
"Yes, that's possible. You can set this up under Workflows" by choosing the meeting type used in the router and specifying the email for alerts. Loom walkthrough sent. CSM overflow management with full visibility.
“Super helpful — thank you
Is there a way to A/B test different meeting durations? E.g. 45 vs 30 mins.
Just trying to see if users are more likely to book if we ask for 30 instead of 45 minutes.
While native A/B testing isn't built in, the workaround is clean: two landing pages, two RevenueHero routers, each with a different meeting duration. Same routing logic. Compare conversion rates. Done.
We currently have a 45 minute initial demo. What would be the best way to have:
1. A 30 minute option
2. Only the Senior AEs can do them
3. SDRs can book via Outbound
4. SDRs can book via Inbound form submissions
5. We do NOT want any from Inbound directly from the website
Five constraints. One answer: Yes. RH offered to set it all up on a call. Multiple meeting types, Relay links for SDR booking, channel-specific routing, rep-tier assignment. All working together in one configuration.
Could someone review our matching criteria on our campaign router? I don't see it matching existing owners and is instead defaulting to my catch team.
The parameters thing is new to me. It wasn't mentioned when we set up the campaign.
Campaign Router is calendar-first: it needs the CRM ID parameter in the link to run matching and show the right rep's time slots. Format: ?crm_id={{contact.hs_object_id}}. Without it, falls through to catch-all.
“It looks good — thanks!
Do you have any endpoint where I can retrieve all the times available for an AI?
We wanted to have:
1. Depending on the router, have the availability of the round robin
2. Be able to generate relay links and embed them in the gmail API
This will be for our AI replier to use in the responses. It's an n8n agent that uses tools to do stuff.
Connected them with the engineer building the MCP server. Provided: SSE endpoint URL, router token, full system prompt for the AI agent, and a Loom walkthrough. An AI that qualifies, routes, and books meetings through RH's API.
Hi team, I see here that I can map fields from SF lead and contact. Is there a mapping to the account as well? Can I use account fields on the routing rules or just lead/contact?
I need to filter the assignment rules based on account fields. Can I do that if they are not mapped to the form?
"Yes, you can just use account properties on the rules!" No form mapping required. Salesforce account-level fields can be used directly in distribution rules, going deeper than most tools that stop at lead/contact objects.
Struggling a bit with creating a specific meeting type. I want to create a meeting for the team that ONLY has availability for the team members. I created a group meeting link for it but it keeps including me even though I'm not on the team. Can you help?
Quick huddle. Sorted in 15 minutes. Admin/team separation configured so the admin creating meeting types isn't automatically included in the availability pool. Classic gotcha, resolved with a fast call.
“You're the MVP! Thank you!!!
Using contains function with source URL can be unstable and hard to scale... if we add a field with a distinct building code into the HTML of each page, can RH reference that to route?
We also have landing pages for some locations which have different URLs
Two solutions proposed: hidden form field with URL parameters per location page, plus a simpler alternative walked through on a live call with recording. Stable, scalable location routing.
Looking for help around sending magic slots for a specific AE. If the lead chooses the 'Find another time' option, the meeting will be routed to the next available AE. Is there a way to only show available times for the pre-selected AE?
Strict Round Robin shows only the specific rep's availability on Find More Time. Flexible or Balanced shows all reps. Recommended: Strict for internal SDR-to-AE bookings, Flexible/Balanced for external links to maximize availability
“Ok that makes sense. And an easy fix, thanks! You're the best!!
Is there a way we could add other properties from HS to RevenueHero? Like the Customer Success Manager (CSM) and Company Owner properties?
We use a shared team email as a user to represent the CSM Growth Team. However, we don't want to add this as a member in RevenueHero, since its calendar isn't connected to individual team members.
If CSM = CS Growth Team (i.e., owned by the shared email), rotate meetings between the actual CS Growth Team members in RevenueHero.
RH confirmed they could read the HubSpot fields. The ops team then found a creative inverse-logic solution: "If CSM is known AND is none of the 20 teams, assume CSM is CS Growth." Map shared CRM ownership to individual round-robin members.
“🎉 genius — We essentially took the inverse of what we wanted the field to be
If we choose to disqualify free email addresses, how do we set up the parameters on who receives an email to alert us someone made a submission?
If someone uses an @gmail.com email address as an example, we don't want them to be able to book a meeting, but we want to be alerted of the submission via email.
Complete multi-channel alerting pipeline: Workflows with "When a prospect is disqualified" trigger, free email DQ in router config, parallel Slack workflow for the same trigger, plus Slack bot setup guide. DQ the lead. Never lose visibility.
Previously, we relied on ZoomInfo Instant Enrich to support routing based on firmographic data like location and company size, but that's no longer active. Is it possible to fully use our CRM enrichment for real-time routing? Or would we need a dedicated enrichment solution?
RH offers native enrichment out of the box using Clearbit, CrustData, or Apollo. No need to maintain a separate system. If using CRM-native enrichment, the data must be passed in the form payload at submission. Hop on a call to find the best approach.
Hi team! Is there a way to set a limit of meetings that can be booked on an AE per day?
Confirmed via Settings → Meeting Categories with a Loom walkthrough. When the customer reported a permissions issue, RH enabled the feature within 24 hours. Capacity management that protects rep productivity.
If a prospect fills out the form on our website and they select "Outside the US" for State/Region, I'd like them to never have the option to book on a rep's calendar. How do I go about that?
Add it as a DQ condition in distribution rules: if the prospect selects "Outside the US," they get disqualified and can't book. Apply across each distribution rule. Video walkthrough provided.
“Got it, had to do each of the distribution rules! Appreciate the video.
Is it possible to set up an email alert to a specific email address every time a meeting is booked using a specific router? We have a round robin scheduling link for customers without a dedicated CSM and I need visibility for when calls are booked so I can ensure the appropriate resources are aligned.
"Yes, that's possible. You can set this up under Workflows" by choosing the meeting type used in the router and specifying the email for alerts. Loom walkthrough sent. CSM overflow management with full visibility.
“Super helpful — thank you
Is there a way to A/B test different meeting durations? E.g. 45 vs 30 mins.
Just trying to see if users are more likely to book if we ask for 30 instead of 45 minutes.
While native A/B testing isn't built in, the workaround is clean: two landing pages, two RevenueHero routers, each with a different meeting duration. Same routing logic. Compare conversion rates. Done.
We currently have a 45 minute initial demo. What would be the best way to have:
1. A 30 minute option
2. Only the Senior AEs can do them
3. SDRs can book via Outbound
4. SDRs can book via Inbound form submissions
5. We do NOT want any from Inbound directly from the website
Five constraints. One answer: Yes. RH offered to set it all up on a call. Multiple meeting types, Relay links for SDR booking, channel-specific routing, rep-tier assignment. All working together in one configuration.
Could someone review our matching criteria on our campaign router? I don't see it matching existing owners and is instead defaulting to my catch team.
The parameters thing is new to me. It wasn't mentioned when we set up the campaign.
Campaign Router is calendar-first: it needs the CRM ID parameter in the link to run matching and show the right rep's time slots. Format: ?crm_id={{contact.hs_object_id}}. Without it, falls through to catch-all.
“It looks good — thanks!
Do you have any endpoint where I can retrieve all the times available for an AI?
We wanted to have:
1. Depending on the router, have the availability of the round robin
2. Be able to generate relay links and embed them in the gmail API
This will be for our AI replier to use in the responses. It's an n8n agent that uses tools to do stuff.
Connected them with the engineer building the MCP server. Provided: SSE endpoint URL, router token, full system prompt for the AI agent, and a Loom walkthrough. An AI that qualifies, routes, and books meetings through RH's API.
Hi team, I see here that I can map fields from SF lead and contact. Is there a mapping to the account as well? Can I use account fields on the routing rules or just lead/contact?
I need to filter the assignment rules based on account fields. Can I do that if they are not mapped to the form?
"Yes, you can just use account properties on the rules!" No form mapping required. Salesforce account-level fields can be used directly in distribution rules, going deeper than most tools that stop at lead/contact objects.
Struggling a bit with creating a specific meeting type. I want to create a meeting for the team that ONLY has availability for the team members. I created a group meeting link for it but it keeps including me even though I'm not on the team. Can you help?
Quick huddle. Sorted in 15 minutes. Admin/team separation configured so the admin creating meeting types isn't automatically included in the availability pool. Classic gotcha, resolved with a fast call.
“You're the MVP! Thank you!!!
Using contains function with source URL can be unstable and hard to scale... if we add a field with a distinct building code into the HTML of each page, can RH reference that to route?
We also have landing pages for some locations which have different URLs
Two solutions proposed: hidden form field with URL parameters per location page, plus a simpler alternative walked through on a live call with recording. Stable, scalable location routing.
Looking for help around sending magic slots for a specific AE. If the lead chooses the 'Find another time' option, the meeting will be routed to the next available AE. Is there a way to only show available times for the pre-selected AE?
Strict Round Robin shows only the specific rep's availability on Find More Time. Flexible or Balanced shows all reps. Recommended: Strict for internal SDR-to-AE bookings, Flexible/Balanced for external links to maximize availability
“Ok that makes sense. And an easy fix, thanks! You're the best!!
Is there a way we could add other properties from HS to RevenueHero? Like the Customer Success Manager (CSM) and Company Owner properties?
We use a shared team email as a user to represent the CSM Growth Team. However, we don't want to add this as a member in RevenueHero, since its calendar isn't connected to individual team members.
If CSM = CS Growth Team (i.e., owned by the shared email), rotate meetings between the actual CS Growth Team members in RevenueHero.
RH confirmed they could read the HubSpot fields. The ops team then found a creative inverse-logic solution: "If CSM is known AND is none of the 20 teams, assume CSM is CS Growth." Map shared CRM ownership to individual round-robin members.
“🎉 genius — We essentially took the inverse of what we wanted the field to be
If we choose to disqualify free email addresses, how do we set up the parameters on who receives an email to alert us someone made a submission?
If someone uses an @gmail.com email address as an example, we don't want them to be able to book a meeting, but we want to be alerted of the submission via email.
Complete multi-channel alerting pipeline: Workflows with "When a prospect is disqualified" trigger, free email DQ in router config, parallel Slack workflow for the same trigger, plus Slack bot setup guide. DQ the lead. Never lose visibility.
Previously, we relied on ZoomInfo Instant Enrich to support routing based on firmographic data like location and company size, but that's no longer active. Is it possible to fully use our CRM enrichment for real-time routing? Or would we need a dedicated enrichment solution?
RH offers native enrichment out of the box using Clearbit, CrustData, or Apollo. No need to maintain a separate system. If using CRM-native enrichment, the data must be passed in the form payload at submission. Hop on a call to find the best approach.
Hi team! Is there a way to set a limit of meetings that can be booked on an AE per day?
Confirmed via Settings → Meeting Categories with a Loom walkthrough. When the customer reported a permissions issue, RH enabled the feature within 24 hours. Capacity management that protects rep productivity.
If a prospect fills out the form on our website and they select "Outside the US" for State/Region, I'd like them to never have the option to book on a rep's calendar. How do I go about that?
Add it as a DQ condition in distribution rules: if the prospect selects "Outside the US," they get disqualified and can't book. Apply across each distribution rule. Video walkthrough provided.
“Got it, had to do each of the distribution rules! Appreciate the video.
Is it possible to set up an email alert to a specific email address every time a meeting is booked using a specific router? We have a round robin scheduling link for customers without a dedicated CSM and I need visibility for when calls are booked so I can ensure the appropriate resources are aligned.
"Yes, that's possible. You can set this up under Workflows" by choosing the meeting type used in the router and specifying the email for alerts. Loom walkthrough sent. CSM overflow management with full visibility.
“Super helpful — thank you
Is there a way to A/B test different meeting durations? E.g. 45 vs 30 mins.
Just trying to see if users are more likely to book if we ask for 30 instead of 45 minutes.
While native A/B testing isn't built in, the workaround is clean: two landing pages, two RevenueHero routers, each with a different meeting duration. Same routing logic. Compare conversion rates. Done.
We currently have a 45 minute initial demo. What would be the best way to have:
1. A 30 minute option
2. Only the Senior AEs can do them
3. SDRs can book via Outbound
4. SDRs can book via Inbound form submissions
5. We do NOT want any from Inbound directly from the website
Five constraints. One answer: Yes. RH offered to set it all up on a call. Multiple meeting types, Relay links for SDR booking, channel-specific routing, rep-tier assignment. All working together in one configuration.
Could someone review our matching criteria on our campaign router? I don't see it matching existing owners and is instead defaulting to my catch team.
The parameters thing is new to me. It wasn't mentioned when we set up the campaign.
Campaign Router is calendar-first: it needs the CRM ID parameter in the link to run matching and show the right rep's time slots. Format: ?crm_id={{contact.hs_object_id}}. Without it, falls through to catch-all.
“It looks good — thanks!
Do you have any endpoint where I can retrieve all the times available for an AI?
We wanted to have:
1. Depending on the router, have the availability of the round robin
2. Be able to generate relay links and embed them in the gmail API
This will be for our AI replier to use in the responses. It's an n8n agent that uses tools to do stuff.
Connected them with the engineer building the MCP server. Provided: SSE endpoint URL, router token, full system prompt for the AI agent, and a Loom walkthrough. An AI that qualifies, routes, and books meetings through RH's API.
Hi team, I see here that I can map fields from SF lead and contact. Is there a mapping to the account as well? Can I use account fields on the routing rules or just lead/contact?
I need to filter the assignment rules based on account fields. Can I do that if they are not mapped to the form?
"Yes, you can just use account properties on the rules!" No form mapping required. Salesforce account-level fields can be used directly in distribution rules, going deeper than most tools that stop at lead/contact objects.
Struggling a bit with creating a specific meeting type. I want to create a meeting for the team that ONLY has availability for the team members. I created a group meeting link for it but it keeps including me even though I'm not on the team. Can you help?
Quick huddle. Sorted in 15 minutes. Admin/team separation configured so the admin creating meeting types isn't automatically included in the availability pool. Classic gotcha, resolved with a fast call.
“You're the MVP! Thank you!!!
Using contains function with source URL can be unstable and hard to scale... if we add a field with a distinct building code into the HTML of each page, can RH reference that to route?
We also have landing pages for some locations which have different URLs
Two solutions proposed: hidden form field with URL parameters per location page, plus a simpler alternative walked through on a live call with recording. Stable, scalable location routing.
Looking for help around sending magic slots for a specific AE. If the lead chooses the 'Find another time' option, the meeting will be routed to the next available AE. Is there a way to only show available times for the pre-selected AE?
Strict Round Robin shows only the specific rep's availability on Find More Time. Flexible or Balanced shows all reps. Recommended: Strict for internal SDR-to-AE bookings, Flexible/Balanced for external links to maximize availability
“Ok that makes sense. And an easy fix, thanks! You're the best!!
Is there a way we could add other properties from HS to RevenueHero? Like the Customer Success Manager (CSM) and Company Owner properties?
We use a shared team email as a user to represent the CSM Growth Team. However, we don't want to add this as a member in RevenueHero, since its calendar isn't connected to individual team members.
If CSM = CS Growth Team (i.e., owned by the shared email), rotate meetings between the actual CS Growth Team members in RevenueHero.
RH confirmed they could read the HubSpot fields. The ops team then found a creative inverse-logic solution: "If CSM is known AND is none of the 20 teams, assume CSM is CS Growth." Map shared CRM ownership to individual round-robin members.
“🎉 genius — We essentially took the inverse of what we wanted the field to be
If we choose to disqualify free email addresses, how do we set up the parameters on who receives an email to alert us someone made a submission?
If someone uses an @gmail.com email address as an example, we don't want them to be able to book a meeting, but we want to be alerted of the submission via email.
Complete multi-channel alerting pipeline: Workflows with "When a prospect is disqualified" trigger, free email DQ in router config, parallel Slack workflow for the same trigger, plus Slack bot setup guide. DQ the lead. Never lose visibility.
Previously, we relied on ZoomInfo Instant Enrich to support routing based on firmographic data like location and company size, but that's no longer active. Is it possible to fully use our CRM enrichment for real-time routing? Or would we need a dedicated enrichment solution?
RH offers native enrichment out of the box using Clearbit, CrustData, or Apollo. No need to maintain a separate system. If using CRM-native enrichment, the data must be passed in the form payload at submission. Hop on a call to find the best approach.
Hi team! Is there a way to set a limit of meetings that can be booked on an AE per day?
Confirmed via Settings → Meeting Categories with a Loom walkthrough. When the customer reported a permissions issue, RH enabled the feature within 24 hours. Capacity management that protects rep productivity.
If a prospect fills out the form on our website and they select "Outside the US" for State/Region, I'd like them to never have the option to book on a rep's calendar. How do I go about that?
Add it as a DQ condition in distribution rules: if the prospect selects "Outside the US," they get disqualified and can't book. Apply across each distribution rule. Video walkthrough provided.
“Got it, had to do each of the distribution rules! Appreciate the video.
Is it possible to set up an email alert to a specific email address every time a meeting is booked using a specific router? We have a round robin scheduling link for customers without a dedicated CSM and I need visibility for when calls are booked so I can ensure the appropriate resources are aligned.
"Yes, that's possible. You can set this up under Workflows" by choosing the meeting type used in the router and specifying the email for alerts. Loom walkthrough sent. CSM overflow management with full visibility.
“Super helpful — thank you
Is there a way to A/B test different meeting durations? E.g. 45 vs 30 mins.
Just trying to see if users are more likely to book if we ask for 30 instead of 45 minutes.
While native A/B testing isn't built in, the workaround is clean: two landing pages, two RevenueHero routers, each with a different meeting duration. Same routing logic. Compare conversion rates. Done.
We currently have a 45 minute initial demo. What would be the best way to have:
1. A 30 minute option
2. Only the Senior AEs can do them
3. SDRs can book via Outbound
4. SDRs can book via Inbound form submissions
5. We do NOT want any from Inbound directly from the website
Five constraints. One answer: Yes. RH offered to set it all up on a call. Multiple meeting types, Relay links for SDR booking, channel-specific routing, rep-tier assignment. All working together in one configuration.
Could someone review our matching criteria on our campaign router? I don't see it matching existing owners and is instead defaulting to my catch team.
The parameters thing is new to me. It wasn't mentioned when we set up the campaign.
Campaign Router is calendar-first: it needs the CRM ID parameter in the link to run matching and show the right rep's time slots. Format: ?crm_id={{contact.hs_object_id}}. Without it, falls through to catch-all.
“It looks good — thanks!
Do you have any endpoint where I can retrieve all the times available for an AI?
We wanted to have:
1. Depending on the router, have the availability of the round robin
2. Be able to generate relay links and embed them in the gmail API
This will be for our AI replier to use in the responses. It's an n8n agent that uses tools to do stuff.
Connected them with the engineer building the MCP server. Provided: SSE endpoint URL, router token, full system prompt for the AI agent, and a Loom walkthrough. An AI that qualifies, routes, and books meetings through RH's API.
Hi team, I see here that I can map fields from SF lead and contact. Is there a mapping to the account as well? Can I use account fields on the routing rules or just lead/contact?
I need to filter the assignment rules based on account fields. Can I do that if they are not mapped to the form?
"Yes, you can just use account properties on the rules!" No form mapping required. Salesforce account-level fields can be used directly in distribution rules, going deeper than most tools that stop at lead/contact objects.
Struggling a bit with creating a specific meeting type. I want to create a meeting for the team that ONLY has availability for the team members. I created a group meeting link for it but it keeps including me even though I'm not on the team. Can you help?
Quick huddle. Sorted in 15 minutes. Admin/team separation configured so the admin creating meeting types isn't automatically included in the availability pool. Classic gotcha, resolved with a fast call.
“You're the MVP! Thank you!!!
Using contains function with source URL can be unstable and hard to scale... if we add a field with a distinct building code into the HTML of each page, can RH reference that to route?
We also have landing pages for some locations which have different URLs
Two solutions proposed: hidden form field with URL parameters per location page, plus a simpler alternative walked through on a live call with recording. Stable, scalable location routing.
Looking for help around sending magic slots for a specific AE. If the lead chooses the 'Find another time' option, the meeting will be routed to the next available AE. Is there a way to only show available times for the pre-selected AE?
Strict Round Robin shows only the specific rep's availability on Find More Time. Flexible or Balanced shows all reps. Recommended: Strict for internal SDR-to-AE bookings, Flexible/Balanced for external links to maximize availability
“Ok that makes sense. And an easy fix, thanks! You're the best!!
Is there a way we could add other properties from HS to RevenueHero? Like the Customer Success Manager (CSM) and Company Owner properties?
We use a shared team email as a user to represent the CSM Growth Team. However, we don't want to add this as a member in RevenueHero, since its calendar isn't connected to individual team members.
If CSM = CS Growth Team (i.e., owned by the shared email), rotate meetings between the actual CS Growth Team members in RevenueHero.
RH confirmed they could read the HubSpot fields. The ops team then found a creative inverse-logic solution: "If CSM is known AND is none of the 20 teams, assume CSM is CS Growth." Map shared CRM ownership to individual round-robin members.
“🎉 genius — We essentially took the inverse of what we wanted the field to be
If we choose to disqualify free email addresses, how do we set up the parameters on who receives an email to alert us someone made a submission?
If someone uses an @gmail.com email address as an example, we don't want them to be able to book a meeting, but we want to be alerted of the submission via email.
Complete multi-channel alerting pipeline: Workflows with "When a prospect is disqualified" trigger, free email DQ in router config, parallel Slack workflow for the same trigger, plus Slack bot setup guide. DQ the lead. Never lose visibility.
Previously, we relied on ZoomInfo Instant Enrich to support routing based on firmographic data like location and company size, but that's no longer active. Is it possible to fully use our CRM enrichment for real-time routing? Or would we need a dedicated enrichment solution?
RH offers native enrichment out of the box using Clearbit, CrustData, or Apollo. No need to maintain a separate system. If using CRM-native enrichment, the data must be passed in the form payload at submission. Hop on a call to find the best approach.
Hi team! Is there a way to set a limit of meetings that can be booked on an AE per day?
Confirmed via Settings → Meeting Categories with a Loom walkthrough. When the customer reported a permissions issue, RH enabled the feature within 24 hours. Capacity management that protects rep productivity.
If a prospect fills out the form on our website and they select "Outside the US" for State/Region, I'd like them to never have the option to book on a rep's calendar. How do I go about that?
Add it as a DQ condition in distribution rules: if the prospect selects "Outside the US," they get disqualified and can't book. Apply across each distribution rule. Video walkthrough provided.
“Got it, had to do each of the distribution rules! Appreciate the video.
Is it possible to set up an email alert to a specific email address every time a meeting is booked using a specific router? We have a round robin scheduling link for customers without a dedicated CSM and I need visibility for when calls are booked so I can ensure the appropriate resources are aligned.
"Yes, that's possible. You can set this up under Workflows" by choosing the meeting type used in the router and specifying the email for alerts. Loom walkthrough sent. CSM overflow management with full visibility.
“Super helpful — thank you
Is there a way to A/B test different meeting durations? E.g. 45 vs 30 mins.
Just trying to see if users are more likely to book if we ask for 30 instead of 45 minutes.
While native A/B testing isn't built in, the workaround is clean: two landing pages, two RevenueHero routers, each with a different meeting duration. Same routing logic. Compare conversion rates. Done.
We currently have a 45 minute initial demo. What would be the best way to have:
1. A 30 minute option
2. Only the Senior AEs can do them
3. SDRs can book via Outbound
4. SDRs can book via Inbound form submissions
5. We do NOT want any from Inbound directly from the website
Five constraints. One answer: Yes. RH offered to set it all up on a call. Multiple meeting types, Relay links for SDR booking, channel-specific routing, rep-tier assignment. All working together in one configuration.
Could someone review our matching criteria on our campaign router? I don't see it matching existing owners and is instead defaulting to my catch team.
The parameters thing is new to me. It wasn't mentioned when we set up the campaign.
Campaign Router is calendar-first: it needs the CRM ID parameter in the link to run matching and show the right rep's time slots. Format: ?crm_id={{contact.hs_object_id}}. Without it, falls through to catch-all.
“It looks good — thanks!
Do you have any endpoint where I can retrieve all the times available for an AI?
We wanted to have:
1. Depending on the router, have the availability of the round robin
2. Be able to generate relay links and embed them in the gmail API
This will be for our AI replier to use in the responses. It's an n8n agent that uses tools to do stuff.
Connected them with the engineer building the MCP server. Provided: SSE endpoint URL, router token, full system prompt for the AI agent, and a Loom walkthrough. An AI that qualifies, routes, and books meetings through RH's API.
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