Ensure meetings are automatically routed to the correct sales rep by using custom matching rules. This integration connects prospects to their assigned account owner based on existing ownership data in your CRM.
1. Go to RevenueHero > Inbound > Matching rules > Create New Rule
2. Configure rules to match fields such as Account Owner, Contact Owner, or any other custom property based on your preferences.
3. Complete the router setup and apply the matching rules you’ve created to automatically assign meetings to the appropriate owner.
Read more on how to create a matching rule here.
No SDR qualification or BANT interrogation. Just a live demo of the product, tailor-made to your business.
.svg)