Here's our little big updates

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

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

1. Always a team player

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

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

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

Because winning starts with a setup that works for you.

2. Advanced matching for Hubspot

Rules are meant to be broken customized.

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

How does this help?

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

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

3. Ownership made easy

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

We hear you.

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

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

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

4. Distribution reports on the go

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

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

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

- Overheard in downtown SFO

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

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

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

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

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

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

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

6. Auto suggest guests in Relays

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

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

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

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

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

1. Cheaper
2. Faster
3. Better

Well we just added number 4.

4. The best damn scheduling experience in chat.

Introducing RevenueHero’s native integration with Intercom!

Intercom integration: Book meetings where conversations happen!

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

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

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

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

With this integration you can:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

What does this do?

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

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

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

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

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

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

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

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

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

1. Optimized meeting type for events:

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

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

2. Personal meeting links for sales reps:

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

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

3. Have your own personal booking page

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

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

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

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

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

5. Set custom schedules for specialized meetings

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

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

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

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

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June brought the heat, and so did our dev team! We’ve cooked up some highly anticipated features that are sure to spice up your RevenueHero experience.

Let’s take a peek at what went live this month.

1. The one where DQ tracking is fully automated

Remember the days of manually marking contacts as DQ? Neither do we! We’ve automated marking DQ contacts with a simple checkbox on your CRM, updating their status in both HubSpot and Salesforce.

This brings several benefits:

With a reliable CRM field that denotes whether a contact is disqualified you now have:
✓ Accurate reporting on inefficient campaigns based on data stored right in your CRM.
✓ Reliable filtering that allows you to exclude DQ’d contacts from nurture sequences for accurate conversion metrics on your email campaigns.

Go ahead, take that well-deserved coffee break, you’ve got the time! 😉

2. Keeping up with the calendars: Reschedule and cancel URLs now in your CRM

Say hello to your new favorite CRM properties:

The reschedule and cancel URL links are now integrated as properties in HubSpot and Salesforce which means that your teams can easily add these links to automated email sequences and campaigns—like reminder emails or nurture cadences—directly from their CRM.

This gives prospects quick access to reschedule or cancel meetings, making the whole process easy for both your team and your clients. This was previously available through RevenueHero in emails, but now you can incorporate it into your marketing and follow-up emails directly from HubSpot.

3. Ready, Set, Relay: Improve your demo prep with Relay forms

Hate the chase (for prospect details)?

Introducing Relay forms—your reps’ new sidekick for providing essential information before booking a meeting. With these forms, SDRs no longer need to manually update the CRM, and your sales team has all the crucial information at their fingertips before diving into that demo call.

But wait, there’s more! The data collected in these forms automatically syncs with your CRM, allowing your SDRs to schedule calls instantly and quickly move on to the next. This update not only saves time but also boosts data accuracy, ensuring your sales team is always prepared for each call.

Looks like our dev team is truly in good form, don’t you agree? 😎

4. Enable flexible round robin in Relays

Feel like your team’s availability is always in high demand? Well, we wanted to add extra hours to a day, but due to space-time restrictions and science, we did the next best thing possible! Curious?

In addition to the existing strict round robin option, you can now enable flexible round robin when you’re setting up a Relay.

Why does it matter?

By showing all available team slots during the booking process, you:

• Improve the customer experience by presenting a full range of calendar availabilities from your entire sales team, giving prospects more options and increasing the likelihood of finding a time that works for them.

• Simplify the booking process for your reps, so they don’t have to search for available team members.

• Eliminate booking bias by automatically adjusting lead distribution based on real-time availability and custom weightage set by you, giving everyone a fair share of leads based on their availability and assigned priority.

Admins can change this at any time on the Relays Settings Page.

5. Disable automated ‘Meeting completed’ status update

Ops teams often have a love-hate relationship with automation, which is exactly why they love RevenueHero! Our automated meeting status updates in your CRM are now fully configurable to align with your organization’s workflows.

Previously: Meetings were automatically marked as complete 30 minutes after they ended.

Now: You can choose to activate this feature or manage the completion status manually, providing the flexibility you need.

If your team’s compensation depends on completed meetings, having control over this feature ensures accurate reporting—no more accidental completions or data discrepancies.

This update is available on demand, so if this is something you need, feel free to drop a message on our Slack channel or reach out to us support@revenuehero.io.

That’s a wrap on our June updates! We hope these new features give your RevenueHero experience the same boost as a strong cup of coffee on a Monday morning.

Stay tuned—July has even more exciting updates brewing, and plenty of reasons to cheer!

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