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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We have another ask. We want to pass over RevenueHero meeting details to fields in SFDC. Do you know how we can do that?
We already have fields we can use. We just want to know how to go about sending over field information.
"We already pass RevenueHero meeting details to the respective fields we create on a contact/lead/activity level inside Salesforce." Native sync, already active. Meeting type, duration, outcome, and rep all flow into SFDC automatically.
"Great, I watched the video and it looks like we do have those fields in SFDC!"
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.
Is there a way to get the reschedule link into HubSpot somehow?
"The reschedule link is one of the custom properties we push." Create a field with internal name rh_reschedule_link (single-line text), refresh fields in RevenueHero, and the value populates automatically on every contact.
When I was setting up the router, I tried to organize the rules and remove a rep from the list even though she's part of the team, but the system didn't allow me to exclude her. I had to remove her from the group entirely.
If I want to use a team but exclude specific members from participating in a router, do I need to create a separate team? Or is there a way to manage router participation at the individual level?
Switch from "All Members" to "Selected Members" on a rule level. For scale, create specific teams: adding/removing reps reflects across all rules and routers automatically. No need to duplicate teams.
Can we segment out prospects under 50 employees and not display the automated meeting booker to them? How do I set that up?
We’re collecting company size on the HubSpot form, so we should be able to just use that instead of Clearbit, right?
Add a condition to all queues checking employee range > 50. Can use either Clearbit enrichment data or the HubSpot form field value directly. Prospects under threshold never see the calendar — zero-friction qualification.
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.
We have a unique scenario: we want to credit meetings back to a rep that works on a holiday. We pay out double for holiday meetings that convert. If a rep is working on a holiday, we don’t want them to lose out on being booked less during the remaining period. Is it possible to manually credit a user back?
Reps who wish to take more meetings and open up their availability are effectively punished with a monthly reset. We want to incentivize top performers and those who wish to take more calls.
After a call, confirmed: use Round Robin History to manually add credits. 1 credit = 1 meeting. Adding credits lowers a rep’s level number, increasing their propensity to get booked next. Continue using Flexible routing + Weighting. Also shared upcoming roadmap: no-show automation, capacity management, and Nominee/Stand-in feature.
Thank you for this!
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
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.
We have another ask. We want to pass over RevenueHero meeting details to fields in SFDC. Do you know how we can do that?
We already have fields we can use. We just want to know how to go about sending over field information.
"We already pass RevenueHero meeting details to the respective fields we create on a contact/lead/activity level inside Salesforce." Native sync, already active. Meeting type, duration, outcome, and rep all flow into SFDC automatically.
"Great, I watched the video and it looks like we do have those fields in SFDC!"
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.
Is there a way to get the reschedule link into HubSpot somehow?
"The reschedule link is one of the custom properties we push." Create a field with internal name rh_reschedule_link (single-line text), refresh fields in RevenueHero, and the value populates automatically on every contact.
When I was setting up the router, I tried to organize the rules and remove a rep from the list even though she's part of the team, but the system didn't allow me to exclude her. I had to remove her from the group entirely.
If I want to use a team but exclude specific members from participating in a router, do I need to create a separate team? Or is there a way to manage router participation at the individual level?
Switch from "All Members" to "Selected Members" on a rule level. For scale, create specific teams: adding/removing reps reflects across all rules and routers automatically. No need to duplicate teams.
Can we segment out prospects under 50 employees and not display the automated meeting booker to them? How do I set that up?
We’re collecting company size on the HubSpot form, so we should be able to just use that instead of Clearbit, right?
Add a condition to all queues checking employee range > 50. Can use either Clearbit enrichment data or the HubSpot form field value directly. Prospects under threshold never see the calendar — zero-friction qualification.
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.
We have a unique scenario: we want to credit meetings back to a rep that works on a holiday. We pay out double for holiday meetings that convert. If a rep is working on a holiday, we don’t want them to lose out on being booked less during the remaining period. Is it possible to manually credit a user back?
Reps who wish to take more meetings and open up their availability are effectively punished with a monthly reset. We want to incentivize top performers and those who wish to take more calls.
After a call, confirmed: use Round Robin History to manually add credits. 1 credit = 1 meeting. Adding credits lowers a rep’s level number, increasing their propensity to get booked next. Continue using Flexible routing + Weighting. Also shared upcoming roadmap: no-show automation, capacity management, and Nominee/Stand-in feature.
Thank you for this!
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
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.
We have another ask. We want to pass over RevenueHero meeting details to fields in SFDC. Do you know how we can do that?
We already have fields we can use. We just want to know how to go about sending over field information.
"We already pass RevenueHero meeting details to the respective fields we create on a contact/lead/activity level inside Salesforce." Native sync, already active. Meeting type, duration, outcome, and rep all flow into SFDC automatically.
"Great, I watched the video and it looks like we do have those fields in SFDC!"
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.
Is there a way to get the reschedule link into HubSpot somehow?
"The reschedule link is one of the custom properties we push." Create a field with internal name rh_reschedule_link (single-line text), refresh fields in RevenueHero, and the value populates automatically on every contact.
When I was setting up the router, I tried to organize the rules and remove a rep from the list even though she's part of the team, but the system didn't allow me to exclude her. I had to remove her from the group entirely.
If I want to use a team but exclude specific members from participating in a router, do I need to create a separate team? Or is there a way to manage router participation at the individual level?
Switch from "All Members" to "Selected Members" on a rule level. For scale, create specific teams: adding/removing reps reflects across all rules and routers automatically. No need to duplicate teams.
Can we segment out prospects under 50 employees and not display the automated meeting booker to them? How do I set that up?
We’re collecting company size on the HubSpot form, so we should be able to just use that instead of Clearbit, right?
Add a condition to all queues checking employee range > 50. Can use either Clearbit enrichment data or the HubSpot form field value directly. Prospects under threshold never see the calendar — zero-friction qualification.
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.
We have a unique scenario: we want to credit meetings back to a rep that works on a holiday. We pay out double for holiday meetings that convert. If a rep is working on a holiday, we don’t want them to lose out on being booked less during the remaining period. Is it possible to manually credit a user back?
Reps who wish to take more meetings and open up their availability are effectively punished with a monthly reset. We want to incentivize top performers and those who wish to take more calls.
After a call, confirmed: use Round Robin History to manually add credits. 1 credit = 1 meeting. Adding credits lowers a rep’s level number, increasing their propensity to get booked next. Continue using Flexible routing + Weighting. Also shared upcoming roadmap: no-show automation, capacity management, and Nominee/Stand-in feature.
Thank you for this!
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
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.
We have another ask. We want to pass over RevenueHero meeting details to fields in SFDC. Do you know how we can do that?
We already have fields we can use. We just want to know how to go about sending over field information.
"We already pass RevenueHero meeting details to the respective fields we create on a contact/lead/activity level inside Salesforce." Native sync, already active. Meeting type, duration, outcome, and rep all flow into SFDC automatically.
"Great, I watched the video and it looks like we do have those fields in SFDC!"
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.
Is there a way to get the reschedule link into HubSpot somehow?
"The reschedule link is one of the custom properties we push." Create a field with internal name rh_reschedule_link (single-line text), refresh fields in RevenueHero, and the value populates automatically on every contact.
When I was setting up the router, I tried to organize the rules and remove a rep from the list even though she's part of the team, but the system didn't allow me to exclude her. I had to remove her from the group entirely.
If I want to use a team but exclude specific members from participating in a router, do I need to create a separate team? Or is there a way to manage router participation at the individual level?
Switch from "All Members" to "Selected Members" on a rule level. For scale, create specific teams: adding/removing reps reflects across all rules and routers automatically. No need to duplicate teams.
Can we segment out prospects under 50 employees and not display the automated meeting booker to them? How do I set that up?
We’re collecting company size on the HubSpot form, so we should be able to just use that instead of Clearbit, right?
Add a condition to all queues checking employee range > 50. Can use either Clearbit enrichment data or the HubSpot form field value directly. Prospects under threshold never see the calendar — zero-friction qualification.
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.
We have a unique scenario: we want to credit meetings back to a rep that works on a holiday. We pay out double for holiday meetings that convert. If a rep is working on a holiday, we don’t want them to lose out on being booked less during the remaining period. Is it possible to manually credit a user back?
Reps who wish to take more meetings and open up their availability are effectively punished with a monthly reset. We want to incentivize top performers and those who wish to take more calls.
After a call, confirmed: use Round Robin History to manually add credits. 1 credit = 1 meeting. Adding credits lowers a rep’s level number, increasing their propensity to get booked next. Continue using Flexible routing + Weighting. Also shared upcoming roadmap: no-show automation, capacity management, and Nominee/Stand-in feature.
Thank you for this!
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
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.
We have another ask. We want to pass over RevenueHero meeting details to fields in SFDC. Do you know how we can do that?
We already have fields we can use. We just want to know how to go about sending over field information.
"We already pass RevenueHero meeting details to the respective fields we create on a contact/lead/activity level inside Salesforce." Native sync, already active. Meeting type, duration, outcome, and rep all flow into SFDC automatically.
"Great, I watched the video and it looks like we do have those fields in SFDC!"
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.
Is there a way to get the reschedule link into HubSpot somehow?
"The reschedule link is one of the custom properties we push." Create a field with internal name rh_reschedule_link (single-line text), refresh fields in RevenueHero, and the value populates automatically on every contact.
When I was setting up the router, I tried to organize the rules and remove a rep from the list even though she's part of the team, but the system didn't allow me to exclude her. I had to remove her from the group entirely.
If I want to use a team but exclude specific members from participating in a router, do I need to create a separate team? Or is there a way to manage router participation at the individual level?
Switch from "All Members" to "Selected Members" on a rule level. For scale, create specific teams: adding/removing reps reflects across all rules and routers automatically. No need to duplicate teams.
Can we segment out prospects under 50 employees and not display the automated meeting booker to them? How do I set that up?
We’re collecting company size on the HubSpot form, so we should be able to just use that instead of Clearbit, right?
Add a condition to all queues checking employee range > 50. Can use either Clearbit enrichment data or the HubSpot form field value directly. Prospects under threshold never see the calendar — zero-friction qualification.
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.
We have a unique scenario: we want to credit meetings back to a rep that works on a holiday. We pay out double for holiday meetings that convert. If a rep is working on a holiday, we don’t want them to lose out on being booked less during the remaining period. Is it possible to manually credit a user back?
Reps who wish to take more meetings and open up their availability are effectively punished with a monthly reset. We want to incentivize top performers and those who wish to take more calls.
After a call, confirmed: use Round Robin History to manually add credits. 1 credit = 1 meeting. Adding credits lowers a rep’s level number, increasing their propensity to get booked next. Continue using Flexible routing + Weighting. Also shared upcoming roadmap: no-show automation, capacity management, and Nominee/Stand-in feature.
Thank you for this!
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
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.
We have another ask. We want to pass over RevenueHero meeting details to fields in SFDC. Do you know how we can do that?
We already have fields we can use. We just want to know how to go about sending over field information.
"We already pass RevenueHero meeting details to the respective fields we create on a contact/lead/activity level inside Salesforce." Native sync, already active. Meeting type, duration, outcome, and rep all flow into SFDC automatically.
"Great, I watched the video and it looks like we do have those fields in SFDC!"
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.
Is there a way to get the reschedule link into HubSpot somehow?
"The reschedule link is one of the custom properties we push." Create a field with internal name rh_reschedule_link (single-line text), refresh fields in RevenueHero, and the value populates automatically on every contact.
When I was setting up the router, I tried to organize the rules and remove a rep from the list even though she's part of the team, but the system didn't allow me to exclude her. I had to remove her from the group entirely.
If I want to use a team but exclude specific members from participating in a router, do I need to create a separate team? Or is there a way to manage router participation at the individual level?
Switch from "All Members" to "Selected Members" on a rule level. For scale, create specific teams: adding/removing reps reflects across all rules and routers automatically. No need to duplicate teams.
Can we segment out prospects under 50 employees and not display the automated meeting booker to them? How do I set that up?
We’re collecting company size on the HubSpot form, so we should be able to just use that instead of Clearbit, right?
Add a condition to all queues checking employee range > 50. Can use either Clearbit enrichment data or the HubSpot form field value directly. Prospects under threshold never see the calendar — zero-friction qualification.
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.
We have a unique scenario: we want to credit meetings back to a rep that works on a holiday. We pay out double for holiday meetings that convert. If a rep is working on a holiday, we don’t want them to lose out on being booked less during the remaining period. Is it possible to manually credit a user back?
Reps who wish to take more meetings and open up their availability are effectively punished with a monthly reset. We want to incentivize top performers and those who wish to take more calls.
After a call, confirmed: use Round Robin History to manually add credits. 1 credit = 1 meeting. Adding credits lowers a rep’s level number, increasing their propensity to get booked next. Continue using Flexible routing + Weighting. Also shared upcoming roadmap: no-show automation, capacity management, and Nominee/Stand-in feature.
Thank you for this!
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
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.
We have another ask. We want to pass over RevenueHero meeting details to fields in SFDC. Do you know how we can do that?
We already have fields we can use. We just want to know how to go about sending over field information.
"We already pass RevenueHero meeting details to the respective fields we create on a contact/lead/activity level inside Salesforce." Native sync, already active. Meeting type, duration, outcome, and rep all flow into SFDC automatically.
"Great, I watched the video and it looks like we do have those fields in SFDC!"
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.
Is there a way to get the reschedule link into HubSpot somehow?
"The reschedule link is one of the custom properties we push." Create a field with internal name rh_reschedule_link (single-line text), refresh fields in RevenueHero, and the value populates automatically on every contact.
When I was setting up the router, I tried to organize the rules and remove a rep from the list even though she's part of the team, but the system didn't allow me to exclude her. I had to remove her from the group entirely.
If I want to use a team but exclude specific members from participating in a router, do I need to create a separate team? Or is there a way to manage router participation at the individual level?
Switch from "All Members" to "Selected Members" on a rule level. For scale, create specific teams: adding/removing reps reflects across all rules and routers automatically. No need to duplicate teams.
Can we segment out prospects under 50 employees and not display the automated meeting booker to them? How do I set that up?
We’re collecting company size on the HubSpot form, so we should be able to just use that instead of Clearbit, right?
Add a condition to all queues checking employee range > 50. Can use either Clearbit enrichment data or the HubSpot form field value directly. Prospects under threshold never see the calendar — zero-friction qualification.
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.
We have a unique scenario: we want to credit meetings back to a rep that works on a holiday. We pay out double for holiday meetings that convert. If a rep is working on a holiday, we don’t want them to lose out on being booked less during the remaining period. Is it possible to manually credit a user back?
Reps who wish to take more meetings and open up their availability are effectively punished with a monthly reset. We want to incentivize top performers and those who wish to take more calls.
After a call, confirmed: use Round Robin History to manually add credits. 1 credit = 1 meeting. Adding credits lowers a rep’s level number, increasing their propensity to get booked next. Continue using Flexible routing + Weighting. Also shared upcoming roadmap: no-show automation, capacity management, and Nominee/Stand-in feature.
Thank you for this!
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
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.
We have another ask. We want to pass over RevenueHero meeting details to fields in SFDC. Do you know how we can do that?
We already have fields we can use. We just want to know how to go about sending over field information.
"We already pass RevenueHero meeting details to the respective fields we create on a contact/lead/activity level inside Salesforce." Native sync, already active. Meeting type, duration, outcome, and rep all flow into SFDC automatically.
"Great, I watched the video and it looks like we do have those fields in SFDC!"
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.
Is there a way to get the reschedule link into HubSpot somehow?
"The reschedule link is one of the custom properties we push." Create a field with internal name rh_reschedule_link (single-line text), refresh fields in RevenueHero, and the value populates automatically on every contact.
When I was setting up the router, I tried to organize the rules and remove a rep from the list even though she's part of the team, but the system didn't allow me to exclude her. I had to remove her from the group entirely.
If I want to use a team but exclude specific members from participating in a router, do I need to create a separate team? Or is there a way to manage router participation at the individual level?
Switch from "All Members" to "Selected Members" on a rule level. For scale, create specific teams: adding/removing reps reflects across all rules and routers automatically. No need to duplicate teams.
Can we segment out prospects under 50 employees and not display the automated meeting booker to them? How do I set that up?
We’re collecting company size on the HubSpot form, so we should be able to just use that instead of Clearbit, right?
Add a condition to all queues checking employee range > 50. Can use either Clearbit enrichment data or the HubSpot form field value directly. Prospects under threshold never see the calendar — zero-friction qualification.
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.
We have a unique scenario: we want to credit meetings back to a rep that works on a holiday. We pay out double for holiday meetings that convert. If a rep is working on a holiday, we don’t want them to lose out on being booked less during the remaining period. Is it possible to manually credit a user back?
Reps who wish to take more meetings and open up their availability are effectively punished with a monthly reset. We want to incentivize top performers and those who wish to take more calls.
After a call, confirmed: use Round Robin History to manually add credits. 1 credit = 1 meeting. Adding credits lowers a rep’s level number, increasing their propensity to get booked next. Continue using Flexible routing + Weighting. Also shared upcoming roadmap: no-show automation, capacity management, and Nominee/Stand-in feature.
Thank you for this!
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
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.
We have another ask. We want to pass over RevenueHero meeting details to fields in SFDC. Do you know how we can do that?
We already have fields we can use. We just want to know how to go about sending over field information.
"We already pass RevenueHero meeting details to the respective fields we create on a contact/lead/activity level inside Salesforce." Native sync, already active. Meeting type, duration, outcome, and rep all flow into SFDC automatically.
"Great, I watched the video and it looks like we do have those fields in SFDC!"
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.
Is there a way to get the reschedule link into HubSpot somehow?
"The reschedule link is one of the custom properties we push." Create a field with internal name rh_reschedule_link (single-line text), refresh fields in RevenueHero, and the value populates automatically on every contact.
When I was setting up the router, I tried to organize the rules and remove a rep from the list even though she's part of the team, but the system didn't allow me to exclude her. I had to remove her from the group entirely.
If I want to use a team but exclude specific members from participating in a router, do I need to create a separate team? Or is there a way to manage router participation at the individual level?
Switch from "All Members" to "Selected Members" on a rule level. For scale, create specific teams: adding/removing reps reflects across all rules and routers automatically. No need to duplicate teams.
Can we segment out prospects under 50 employees and not display the automated meeting booker to them? How do I set that up?
We’re collecting company size on the HubSpot form, so we should be able to just use that instead of Clearbit, right?
Add a condition to all queues checking employee range > 50. Can use either Clearbit enrichment data or the HubSpot form field value directly. Prospects under threshold never see the calendar — zero-friction qualification.
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.
We have a unique scenario: we want to credit meetings back to a rep that works on a holiday. We pay out double for holiday meetings that convert. If a rep is working on a holiday, we don’t want them to lose out on being booked less during the remaining period. Is it possible to manually credit a user back?
Reps who wish to take more meetings and open up their availability are effectively punished with a monthly reset. We want to incentivize top performers and those who wish to take more calls.
After a call, confirmed: use Round Robin History to manually add credits. 1 credit = 1 meeting. Adding credits lowers a rep’s level number, increasing their propensity to get booked next. Continue using Flexible routing + Weighting. Also shared upcoming roadmap: no-show automation, capacity management, and Nominee/Stand-in feature.
Thank you for this!
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
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.
We have another ask. We want to pass over RevenueHero meeting details to fields in SFDC. Do you know how we can do that?
We already have fields we can use. We just want to know how to go about sending over field information.
"We already pass RevenueHero meeting details to the respective fields we create on a contact/lead/activity level inside Salesforce." Native sync, already active. Meeting type, duration, outcome, and rep all flow into SFDC automatically.
"Great, I watched the video and it looks like we do have those fields in SFDC!"
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.
Is there a way to get the reschedule link into HubSpot somehow?
"The reschedule link is one of the custom properties we push." Create a field with internal name rh_reschedule_link (single-line text), refresh fields in RevenueHero, and the value populates automatically on every contact.
When I was setting up the router, I tried to organize the rules and remove a rep from the list even though she's part of the team, but the system didn't allow me to exclude her. I had to remove her from the group entirely.
If I want to use a team but exclude specific members from participating in a router, do I need to create a separate team? Or is there a way to manage router participation at the individual level?
Switch from "All Members" to "Selected Members" on a rule level. For scale, create specific teams: adding/removing reps reflects across all rules and routers automatically. No need to duplicate teams.
Can we segment out prospects under 50 employees and not display the automated meeting booker to them? How do I set that up?
We’re collecting company size on the HubSpot form, so we should be able to just use that instead of Clearbit, right?
Add a condition to all queues checking employee range > 50. Can use either Clearbit enrichment data or the HubSpot form field value directly. Prospects under threshold never see the calendar — zero-friction qualification.
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.
We have a unique scenario: we want to credit meetings back to a rep that works on a holiday. We pay out double for holiday meetings that convert. If a rep is working on a holiday, we don’t want them to lose out on being booked less during the remaining period. Is it possible to manually credit a user back?
Reps who wish to take more meetings and open up their availability are effectively punished with a monthly reset. We want to incentivize top performers and those who wish to take more calls.
After a call, confirmed: use Round Robin History to manually add credits. 1 credit = 1 meeting. Adding credits lowers a rep’s level number, increasing their propensity to get booked next. Continue using Flexible routing + Weighting. Also shared upcoming roadmap: no-show automation, capacity management, and Nominee/Stand-in feature.
Thank you for this!
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
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.
We have another ask. We want to pass over RevenueHero meeting details to fields in SFDC. Do you know how we can do that?
We already have fields we can use. We just want to know how to go about sending over field information.
"We already pass RevenueHero meeting details to the respective fields we create on a contact/lead/activity level inside Salesforce." Native sync, already active. Meeting type, duration, outcome, and rep all flow into SFDC automatically.
"Great, I watched the video and it looks like we do have those fields in SFDC!"
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.
Is there a way to get the reschedule link into HubSpot somehow?
"The reschedule link is one of the custom properties we push." Create a field with internal name rh_reschedule_link (single-line text), refresh fields in RevenueHero, and the value populates automatically on every contact.
When I was setting up the router, I tried to organize the rules and remove a rep from the list even though she's part of the team, but the system didn't allow me to exclude her. I had to remove her from the group entirely.
If I want to use a team but exclude specific members from participating in a router, do I need to create a separate team? Or is there a way to manage router participation at the individual level?
Switch from "All Members" to "Selected Members" on a rule level. For scale, create specific teams: adding/removing reps reflects across all rules and routers automatically. No need to duplicate teams.
Can we segment out prospects under 50 employees and not display the automated meeting booker to them? How do I set that up?
We’re collecting company size on the HubSpot form, so we should be able to just use that instead of Clearbit, right?
Add a condition to all queues checking employee range > 50. Can use either Clearbit enrichment data or the HubSpot form field value directly. Prospects under threshold never see the calendar — zero-friction qualification.
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.
We have a unique scenario: we want to credit meetings back to a rep that works on a holiday. We pay out double for holiday meetings that convert. If a rep is working on a holiday, we don’t want them to lose out on being booked less during the remaining period. Is it possible to manually credit a user back?
Reps who wish to take more meetings and open up their availability are effectively punished with a monthly reset. We want to incentivize top performers and those who wish to take more calls.
After a call, confirmed: use Round Robin History to manually add credits. 1 credit = 1 meeting. Adding credits lowers a rep’s level number, increasing their propensity to get booked next. Continue using Flexible routing + Weighting. Also shared upcoming roadmap: no-show automation, capacity management, and Nominee/Stand-in feature.
Thank you for this!
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
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.
We have another ask. We want to pass over RevenueHero meeting details to fields in SFDC. Do you know how we can do that?
We already have fields we can use. We just want to know how to go about sending over field information.
"We already pass RevenueHero meeting details to the respective fields we create on a contact/lead/activity level inside Salesforce." Native sync, already active. Meeting type, duration, outcome, and rep all flow into SFDC automatically.
"Great, I watched the video and it looks like we do have those fields in SFDC!"
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.
Is there a way to get the reschedule link into HubSpot somehow?
"The reschedule link is one of the custom properties we push." Create a field with internal name rh_reschedule_link (single-line text), refresh fields in RevenueHero, and the value populates automatically on every contact.
When I was setting up the router, I tried to organize the rules and remove a rep from the list even though she's part of the team, but the system didn't allow me to exclude her. I had to remove her from the group entirely.
If I want to use a team but exclude specific members from participating in a router, do I need to create a separate team? Or is there a way to manage router participation at the individual level?
Switch from "All Members" to "Selected Members" on a rule level. For scale, create specific teams: adding/removing reps reflects across all rules and routers automatically. No need to duplicate teams.
Can we segment out prospects under 50 employees and not display the automated meeting booker to them? How do I set that up?
We’re collecting company size on the HubSpot form, so we should be able to just use that instead of Clearbit, right?
Add a condition to all queues checking employee range > 50. Can use either Clearbit enrichment data or the HubSpot form field value directly. Prospects under threshold never see the calendar — zero-friction qualification.
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.
We have a unique scenario: we want to credit meetings back to a rep that works on a holiday. We pay out double for holiday meetings that convert. If a rep is working on a holiday, we don’t want them to lose out on being booked less during the remaining period. Is it possible to manually credit a user back?
Reps who wish to take more meetings and open up their availability are effectively punished with a monthly reset. We want to incentivize top performers and those who wish to take more calls.
After a call, confirmed: use Round Robin History to manually add credits. 1 credit = 1 meeting. Adding credits lowers a rep’s level number, increasing their propensity to get booked next. Continue using Flexible routing + Weighting. Also shared upcoming roadmap: no-show automation, capacity management, and Nominee/Stand-in feature.
Thank you for this!
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
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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