About this integration
RevenueHero’s Daily integration lets you automatically create and manage video conferencing links for every sales meeting scheduled through your workflow. Whether it’s initial prospecting calls or follow-ups, your Daily video link is automatically created and added to the calendar invite. With the Daily integration, you can:
- Automatically create Daily video links for every scheduled meeting.
- Include meeting links in calendar invites and email reminders.
- Automate meeting link generation for rescheduled calls
- Auto-cancel Daily meetings for cancelled meetings
What you'll need to get started
- Users onboarded to your RevenueHero account
- An active Daily account
- At least one Room URL in your Daily account
- Permission to integrate third-party apps with your Daily account
How it works
- Users authenticate their Daily accounts with RevenueHero, granting permissions to create and manage video links on their behalf, for meetings booked on their calendar.
- Once you link a Daily Room URL to RevenueHero, it becomes the default video link for all scheduled meetings. Any time a meeting is booked for the user, where they are the owner of the meeting, RevenueHero automatically adds your Daily link to the calendar invite and email reminders for that meeting.
- The same Daily Room link is retained in the updated invite when meetings are rescheduled.
- If a meeting is canceled, RevenueHero removes the link to avoid confusion.
- You can change or disconnect your linked Room URL anytime through the My Integrations page in RevenueHero.
