Ensure meetings are automatically routed to the correct sales rep by using custom matching rules. This integration connects prospects to the right people in your sales team based on existing ownership data in your CRM.
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Route meetings based on existing ownership in Salesforce
1. Go to RevenueHero > Inbound > Matching rules > Create New Rule
2. Configure rules to look up ownership based on the account object, contact object, lead object or custom objects associated to any of these records.
3. Once configured, add the matching rule to the router for meetings to get routed to the right owners from your web form, email campaign, or your in-app scheduling workflows.
Read more on how to create a matching rule here.
Who can use this feature?
Salesforce integration with RevenueHero is available on all
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