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 youâre feeling adventurous), and letâs dive into Octoberâs changelog.
1. Always a team player
Ronaldoâs quirk? He steps onto the field with his right foot first.
Your quirk? Youâre all about Teams for meetings, even though youâre not in the Outlook club.
No judgmentâwe get it. Everyone performs better on their home turf, and when it comes to meetings, comfort is key.
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Now, with RevenueHero, you can use Teams as your go-to meeting toolâeven if youâre using a Google calendar. Just sign in with your existing email, and voilĂ , youâre 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.
Weâve 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.
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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? đ
We hear you.
With this update, when youâre 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 hereâs the cherry on top: you can now update both primary and secondary owners to any custom CRM properties of your choice. Whether itâs 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 itâs due. đ
4. Distribution reports on the go
âIs that a distribution report youâre holding?â
âDonât judgeâIâm more of a âprint it out and highlight itâ type.â
âOkay, boomer! Do you also fax your insights to leadership?â
- Overheard in downtown SFO
Whether youâre all about dashboards, lean on GPT to analyze your uploaded logs, or still swear by printed reports, weâve got you covered.
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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.
Weâve given it a glow-up, and itâs not just looking betterâitâs working harder than ever. Think of it as the router equivalent of your best marketing campaignâsleek, strategic, and built to deliver.
When youâre dealing with enterprise-level routing, sophistication isnât a luxuryâitâs 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 youâre scaling up or fine-tuning, managing complex setups has never felt this smooth.
Big leagues, big rules, and now, big clarity. Itâs routing made for the pros.
6. Auto suggest guests in Relays
Ever feel like youâre playing detective, hunting down guest emails one by one while booking a meeting? Yeah, weâve all been there.
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Now, when youâre 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 âsatisfying feeling when software transfers context beautifully across apps in your workflowsâ, what is it called again? Let us know if you find out.
Sometimes, itâs the small stuff that makes a differenceâsaving you those extra clicks and letting you focus on what actually matters.
7. Redirect pages for every prospect
Remember those âChoose Your Own Adventureâ books? Weâve brought that energy to your thank you pages (minus the dragons⌠for now).
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Now you can automatically direct prospects to exactly where theyâll get the most value:
- Enterprise prospect? Get them straight to your dedicated sales teamâs calendar
- Small business looking for a demo? Route them to your group demo showcase page
- Current customer with questions? Direct them to your support portal
Because every prospect has different needs, and one size doesnât always fit all. With redirect rules, you can create efficient pathways that match your prospectsâ needs with the right resources - whether thatâs your help center, group demos, or free trial.
And there you have itâOctoberâs 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, âYes, finally!â