RevenueHero looks up custom objects related to the contact, lead or account in your Salesforce instance based on your configuration, to determine ownership. Your prospects get to book meetings with the owner of your custom object preserving the complex relationships that you maintain in your CRM.
1. Navigate to RevenueHero > Inbound > Matching Rules and select Create New Rule > Custom Object
2. Map the form input field to the corresponding custom object field in Salesforce.
3. Add additional conditions to further refine your matching criteria, if needed.
4. Specify whether meetings should be scheduled with a single owner or set up for group scheduling.
No SDR qualification or BANT interrogation. Just a live demo of the product, tailor-made to your business.
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