Turn more inbound into booked meetings. Skip the CRM cleanup.
RevenueHero reads your Leads, Contacts, Accounts and Opportunities the moment a prospect fills a form, books them with the real account owner in seconds, and writes every meeting back to Salesforce clean. No manual assignment. No duplicate activities. No copy-paste booking.
Booking the meeting is the easy part. Keeping Salesforce accurate is the hard part.
The ownership logic lives in Salesforce, and most booking tools route right past it. Then they log the meeting twice, leave the status on booked forever, and let the owner fields drift. Inbound lands on the wrong rep, and RevOps rebuilds the reporting by hand.
Match to the real owner first. Keep that ownership in sync.
RevenueHero looks the prospect up across Leads, Contacts, Accounts and Opportunities the instant they submit. If an owner exists, they keep the meeting. Everything new distributes fairly, and whoever wins it is written back as the owner.
The full meeting lifecycle in Salesforce, logged once.
RevenueHero auto-creates its fields on the Lead, Contact and Activity, then keeps them current from form fill to meeting completed. Owner assignment writes back to the field you choose. And activity de-duplication keeps your reporting honest.
RevenueHero creates and updates its own fields on the Lead and Contact, then writes the owner change back to the field you choose. Reassign a meeting and the new owner pushes back to Salesforce.
The meeting logs to the Activity object with a complete set of properties on it: no-show, canceled, the rule and router that fired, the assignee and booker, the rescheduled count, and the reschedule and cancel links. Report on any of it in Salesforce.
Booked, rescheduled, cancelled, no-show, completed. The status field moves through the whole lifecycle automatically, so a meeting that was booked but never held never reads as pipeline.
Before logging, RevenueHero waits and checks whether the same activity was already written from your calendar or another source. If it finds one, it skips. If not, it logs. Reporting runs on one clean record per meeting.
A booking button on the record. Your routing rules behind it.
Add a RevenueHero button to your Salesforce Contact records. Reps book and hand off meetings straight from the record they are already on, and the same matching rules that run your inbound decide who gets it.
One button opens the RevenueHero scheduler with the contact's email already passed in. No new tab, no copy-paste, no separate tool to learn.
The button runs on your existing routing rules, so a rep handing off a meeting still routes it to the right account owner or the right pod. SDR-to-AE handoffs honor ownership the same way inbound does.
The meeting books, the owner is set, and the activity logs back to Salesforce, deduplicated. The rep never leaves the record to make it happen.
Exactly what RevenueHero reads from Salesforce, and writes back
No black box. RevenueHero reads the objects it needs to route, and auto-creates the fields it needs to keep your CRM current. Map any of it to your own fields, and refresh the schema any time you add one.
Connected in four steps
No middleware, no professional-services project. A Salesforce admin can connect RevenueHero and choose what it updates in one sitting.
Pick Salesforce from your integrations and hit connect.
Log in to Salesforce over OAuth with your own domain. No credentials stored in RevenueHero.
Choose which objects RevenueHero should update, and map fields to your own.
Set matching and distribution rules on your Salesforce objects. Go live.
Proof from the orgs that switched
93%
of form submissions turn into booked meetings at Vivian Health, up from 20%.
"The setup for a meeting is really clear in the app - how you define a meeting, how you bring on your salespeople, what the metrics are. You can really easily see who was inbound."
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50%
of pipeline generated through RevenueHero powered forms at Flockjay.
"A big benefit to us internally is RevenueHero is far more cost-effective and easy to use. We got all the features we wanted and more."
On the routing engine
"RH is a great tool. Any routing solution proposed is doable with RH. Scheduling works very well."
On implementation
"Easy integration with salesforce and our website."
On the stack
"The tool integrates seamlessly with SFDC, Google Calendar, Slack, HubSpot, and Zoom."
What Salesforce teams ask before they switch
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