Integration
Salesforce
Meeting URLs as properties on Salesforce

Meeting URLs as properties on Salesforce

Reschedule and cancel URL links are integrated as properties in Salesforce via RevenueHero, allowing you to easily add them to automated email sequences and campaigns—such as reminder emails or nurture cadences—directly from their CRM. 

When creating an email, insert the contact token for the URLs in your marketing tool to automatically include them. This provides prospects with easy access to reschedule or cancel meetings, making the process smoother for both your team and clients. Additionally, when a prospect reschedules, the same AE’s calendar link is shown with updated availability.

Who can use this feature?
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