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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Is it possible when we get a form fill on our demo page to use your Clearbit data to find job title and LinkedIn profile? Without adding those as fields on the form.
Still learning full functionality of RevenueHero and where we should enrich from.
"Yes, that's possible. Our customers use Clearbit/Crustdata to route and populate this information in the CRM instead of asking it on the form." Zero-friction forms with behind-the-scenes enrichment for routing and CRM population.
When the prospect gets disqualified, there’s a link to book a meeting without asking the prospect’s details again on RH’s thank you page. Could you share how that was implemented? I’m building something similar right now.
Shared the full JavaScript implementation in under 7 minutes: use localStorage to store form data, then call hero.submit(jsonData) on the thank-you page to open the scheduler pre-filled. Same router ID works. Zero friction re-booking for DQ’d prospects.
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.
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.
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.
.svg)
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.
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 it possible when we get a form fill on our demo page to use your Clearbit data to find job title and LinkedIn profile? Without adding those as fields on the form.
Still learning full functionality of RevenueHero and where we should enrich from.
"Yes, that's possible. Our customers use Clearbit/Crustdata to route and populate this information in the CRM instead of asking it on the form." Zero-friction forms with behind-the-scenes enrichment for routing and CRM population.
When the prospect gets disqualified, there’s a link to book a meeting without asking the prospect’s details again on RH’s thank you page. Could you share how that was implemented? I’m building something similar right now.
Shared the full JavaScript implementation in under 7 minutes: use localStorage to store form data, then call hero.submit(jsonData) on the thank-you page to open the scheduler pre-filled. Same router ID works. Zero friction re-booking for DQ’d prospects.
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.
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.
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.
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 it possible when we get a form fill on our demo page to use your Clearbit data to find job title and LinkedIn profile? Without adding those as fields on the form.
Still learning full functionality of RevenueHero and where we should enrich from.
"Yes, that's possible. Our customers use Clearbit/Crustdata to route and populate this information in the CRM instead of asking it on the form." Zero-friction forms with behind-the-scenes enrichment for routing and CRM population.
When the prospect gets disqualified, there’s a link to book a meeting without asking the prospect’s details again on RH’s thank you page. Could you share how that was implemented? I’m building something similar right now.
Shared the full JavaScript implementation in under 7 minutes: use localStorage to store form data, then call hero.submit(jsonData) on the thank-you page to open the scheduler pre-filled. Same router ID works. Zero friction re-booking for DQ’d prospects.
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.
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.
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.
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 it possible when we get a form fill on our demo page to use your Clearbit data to find job title and LinkedIn profile? Without adding those as fields on the form.
Still learning full functionality of RevenueHero and where we should enrich from.
"Yes, that's possible. Our customers use Clearbit/Crustdata to route and populate this information in the CRM instead of asking it on the form." Zero-friction forms with behind-the-scenes enrichment for routing and CRM population.
When the prospect gets disqualified, there’s a link to book a meeting without asking the prospect’s details again on RH’s thank you page. Could you share how that was implemented? I’m building something similar right now.
Shared the full JavaScript implementation in under 7 minutes: use localStorage to store form data, then call hero.submit(jsonData) on the thank-you page to open the scheduler pre-filled. Same router ID works. Zero friction re-booking for DQ’d prospects.
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.
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.
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.
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 it possible when we get a form fill on our demo page to use your Clearbit data to find job title and LinkedIn profile? Without adding those as fields on the form.
Still learning full functionality of RevenueHero and where we should enrich from.
"Yes, that's possible. Our customers use Clearbit/Crustdata to route and populate this information in the CRM instead of asking it on the form." Zero-friction forms with behind-the-scenes enrichment for routing and CRM population.
When the prospect gets disqualified, there’s a link to book a meeting without asking the prospect’s details again on RH’s thank you page. Could you share how that was implemented? I’m building something similar right now.
Shared the full JavaScript implementation in under 7 minutes: use localStorage to store form data, then call hero.submit(jsonData) on the thank-you page to open the scheduler pre-filled. Same router ID works. Zero friction re-booking for DQ’d prospects.
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.
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.
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.
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 it possible when we get a form fill on our demo page to use your Clearbit data to find job title and LinkedIn profile? Without adding those as fields on the form.
Still learning full functionality of RevenueHero and where we should enrich from.
"Yes, that's possible. Our customers use Clearbit/Crustdata to route and populate this information in the CRM instead of asking it on the form." Zero-friction forms with behind-the-scenes enrichment for routing and CRM population.
When the prospect gets disqualified, there’s a link to book a meeting without asking the prospect’s details again on RH’s thank you page. Could you share how that was implemented? I’m building something similar right now.
Shared the full JavaScript implementation in under 7 minutes: use localStorage to store form data, then call hero.submit(jsonData) on the thank-you page to open the scheduler pre-filled. Same router ID works. Zero friction re-booking for DQ’d prospects.
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.
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.
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.
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 it possible when we get a form fill on our demo page to use your Clearbit data to find job title and LinkedIn profile? Without adding those as fields on the form.
Still learning full functionality of RevenueHero and where we should enrich from.
"Yes, that's possible. Our customers use Clearbit/Crustdata to route and populate this information in the CRM instead of asking it on the form." Zero-friction forms with behind-the-scenes enrichment for routing and CRM population.
When the prospect gets disqualified, there’s a link to book a meeting without asking the prospect’s details again on RH’s thank you page. Could you share how that was implemented? I’m building something similar right now.
Shared the full JavaScript implementation in under 7 minutes: use localStorage to store form data, then call hero.submit(jsonData) on the thank-you page to open the scheduler pre-filled. Same router ID works. Zero friction re-booking for DQ’d prospects.
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.
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.
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.
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 it possible when we get a form fill on our demo page to use your Clearbit data to find job title and LinkedIn profile? Without adding those as fields on the form.
Still learning full functionality of RevenueHero and where we should enrich from.
"Yes, that's possible. Our customers use Clearbit/Crustdata to route and populate this information in the CRM instead of asking it on the form." Zero-friction forms with behind-the-scenes enrichment for routing and CRM population.
When the prospect gets disqualified, there’s a link to book a meeting without asking the prospect’s details again on RH’s thank you page. Could you share how that was implemented? I’m building something similar right now.
Shared the full JavaScript implementation in under 7 minutes: use localStorage to store form data, then call hero.submit(jsonData) on the thank-you page to open the scheduler pre-filled. Same router ID works. Zero friction re-booking for DQ’d prospects.
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.
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.
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.
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 it possible when we get a form fill on our demo page to use your Clearbit data to find job title and LinkedIn profile? Without adding those as fields on the form.
Still learning full functionality of RevenueHero and where we should enrich from.
"Yes, that's possible. Our customers use Clearbit/Crustdata to route and populate this information in the CRM instead of asking it on the form." Zero-friction forms with behind-the-scenes enrichment for routing and CRM population.
When the prospect gets disqualified, there’s a link to book a meeting without asking the prospect’s details again on RH’s thank you page. Could you share how that was implemented? I’m building something similar right now.
Shared the full JavaScript implementation in under 7 minutes: use localStorage to store form data, then call hero.submit(jsonData) on the thank-you page to open the scheduler pre-filled. Same router ID works. Zero friction re-booking for DQ’d prospects.
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.
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.
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.
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
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.
Is it possible when we get a form fill on our demo page to use your Clearbit data to find job title and LinkedIn profile? Without adding those as fields on the form.
Still learning full functionality of RevenueHero and where we should enrich from.
"Yes, that's possible. Our customers use Clearbit/Crustdata to route and populate this information in the CRM instead of asking it on the form." Zero-friction forms with behind-the-scenes enrichment for routing and CRM population.
When the prospect gets disqualified, there’s a link to book a meeting without asking the prospect’s details again on RH’s thank you page. Could you share how that was implemented? I’m building something similar right now.
Shared the full JavaScript implementation in under 7 minutes: use localStorage to store form data, then call hero.submit(jsonData) on the thank-you page to open the scheduler pre-filled. Same router ID works. Zero friction re-booking for DQ’d prospects.
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.
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.
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
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.
Is it possible when we get a form fill on our demo page to use your Clearbit data to find job title and LinkedIn profile? Without adding those as fields on the form.
Still learning full functionality of RevenueHero and where we should enrich from.
"Yes, that's possible. Our customers use Clearbit/Crustdata to route and populate this information in the CRM instead of asking it on the form." Zero-friction forms with behind-the-scenes enrichment for routing and CRM population.
When the prospect gets disqualified, there’s a link to book a meeting without asking the prospect’s details again on RH’s thank you page. Could you share how that was implemented? I’m building something similar right now.
Shared the full JavaScript implementation in under 7 minutes: use localStorage to store form data, then call hero.submit(jsonData) on the thank-you page to open the scheduler pre-filled. Same router ID works. Zero friction re-booking for DQ’d prospects.
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.
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.
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.
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
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