E-commerce Analytics
Industry
HubSpot
CRM
Columbus, Ohio
Location
2021
Founded
62%
Reduction in Routing Clutter (34→13 Router Consolidation)
Minutes
vs. Hours for Troubleshooting
62%
Reduction in Routing Clutter (34→13 Router Consolidation)
Minutes
vs. Hours for Troubleshooting
ABOUT THE COMPANY

A $53M Series B e-commerce analytics platform transforms their scheduling infrastructure from 34 unmanageable routers to a streamlined, self-service system.

Industry
E-commerce Analytics
Location
Columbus, Ohio
Founded
2021
ABOUT THE COMPANY

A $53M Series B e-commerce analytics platform transforms their scheduling infrastructure from 34 unmanageable routers to a streamlined, self-service system.

Industry
E-commerce Analytics
Location
Columbus, Ohio
Founded
2021

The Core problem

Triple Whale serves 50,000+ e-commerce brands and 2,000+ agencies worldwide. Their platform explicitly supports multi-store operations with international brands running separate storefronts per country (.com.au, .eu, .co.uk), agencies managing client portfolios, and Shopify Plus merchants operating multiple stores as they scale.

This means a single user might be associated with three, five, or ten different Shopify stores in HubSpot. Each store has its own subscription tier, its own assigned rep, and its own upgrade path.

When Katharine Ambrose joined as Director of Revenue Operations in January 2025, she inherited as part of their tech stack, Chilipiper for scheduling automation, which couldn't handle this complexity. The matching setup in Chilipiper matched users to their primary HubSpot company and not the store they were actually viewing causing misroutes, bad experiences for their customers and time lost for both ops and sales.

To manage this, workarounds had to be implemented where developers built their own custom routing logic before the scheduling tool even saw the request. Every routing change required an engineering ticket. RevOps couldn't iterate independently. This was the core limitation, aside from others that Katherine and team had to deal with.

What Else Broke

Campaign Attribution Was Impossible - UTM Parameters Didn't Pass Through

Marketing needed to know which campaigns drove demo requests. Tracking links from Intercom in-app banners only passed the first UTM parameter to their scheduler and the team had to implement separate routers for each campaign instead of using UTM parameters to differentiate.

"I ended up having to create way more routers than I should because we couldn't use tracking links. I don't want to maintain more than we have to."


What should be 5 routers became 34.

International Prospects Were Dropping Off - No Time Zone Routing

Triple Whale serves brands globally and has sales teams in Australia, UK, and US. Prospects needed to see availability in their local time zone. Without a automated time zone enrichment-based routing, they were shown slots that didn't work for them.

RevOps Was Firefighting Instead of Building — No Debugging Visibility

When routing broke, there was no way to diagnose why. Katharine spent hours jumping between tabs trying to piece together what happened across Chilipiper, HubSpot and the website, resulting in hours of time lost. Sometimes days. Time that should have gone to strategic work.

Ops had limited visibility  - Personal Meetings Were Invisible

Reps created their own personal meeting types with custom availability. RevOps couldn't see these meetings, couldn't report on them, and couldn't troubleshoot when reps appeared "unavailable."

The Evaluation

Triple Whale ran a tight evaluation with direct input from their VP of Sales, with the overall evaluation led by Katherine.

After their prior experience with Chilipiper, they needed answers to five specific questions before making a choice:

  1. Could the new tool handle multi-store routing natively?
  2. Could RevOps make changes without engineering tickets?
  3. Were there real troubleshooting tools?
  4. Would they have visibility into routing decisions?
  5. Was support actually helpful?

How RevenueHero Came Through

Right Rep, Right Store - Customisable matching criteria

Instead of email → primary company matching, RevenueHero's customisable and advanced matching engine allowed Triple Whale to pass a store URL parameter directly from the app. When a user clicks "Talk to Sales" while viewing Shop C, the widget captures that URL and matches it against HubSpot company records to identify the company whose custom property contains that store URL.

"We're passing back the email and the shop URL. It's sending back Shop C's URL, and in the routing logic, it's providing Shop C as the associated account. It's not taking the primary shop—it's looking at the shop that's existing. That's exactly what we needed."

Full Campaign Visibility - Proper UTM Passthrough

RevenueHero's UTM passthrough enabled marketing can to attribute demo requests to specific campaigns without having to rely on individual router names as the identifier for how a meeting should be attributed. Triple Whale consolidated from 34 routers to 13, resutling in a 62% reduction in the number of routers to be managed. Aside from the arithmetic, the massive reduction in complexity meant they now had software which actually automates part of their work, instead of adding to it.

Global Prospects See Local Availability - Enrichment-Based Time Zone Routing

RevenueHero enriches leads with geographic data and routes to the appropriate regional rep automatically. Prospects see times that actually work for them.


"We were able to create routing logic that looks at their time zone first and where that person is, and it routes right to that person. That is working extremely well."

"I can see exactly the times they were provided and compare that to their time zone. So I can strategically go to the sales leaders and say, 'Hey, here's an issue we're having.'"

Proactive decision making with instant visibility - Visual Routing Logs

When something goes wrong, the team was able to can see exactly what happened without having to raise support tickets. Issues are caught before reps complain.

"RevenueHero is going left to right and you're looking at every instance of it. Very clear - what's in red, what's in green of what's working and not working. I'm able to be more proactive, see what's wrong almost immediately. It takes less than five minutes to debug something."

Ops gets instant visibility- Centralized Meeting Control

All meeting types now write back to HubSpot with full attribution. RevOps controls the meeting types , and leadership can see the data.

"Now I can control what they have for personal meetings and what the meeting types are. And those all can write back to HubSpot and I can do reporting on it."

The Support Difference

Support quality played a major role in the evaluation given their previous experience.

"There was a lot of times I had to reach out to support and they would just say, 'Oh, it's something on your side.' I wasn't really able to get help from that end."

How that changed with RevenueHero:

"Your team has been super great. They've gone through the pain points we've had and really helped us understand how we can make things better."

Implementation & Results

The transition was smoother than expected:

"We created a document for our development team. They reviewed it, didn't have questions. We met with the team, reviewed the document, and made the transition. It was so smooth—I couldn't believe how smooth it was. Set it, they turned it on early my time and we tested it. Things were working."

Results Summary
  • Routers: 34 to 13
  • Developer dependency: Changed from tickets raised for every change to self serve updates for routing logic changes.
  • Troubleshooting: Went from hours and days to instant visibility and action.
  • Multi-store routing: No longer required custom routing logic designed by devs, and was now an out of the box feature.
  • Time zone routing: Not left to chance and was configured to match the actual prospect's timezone with built in enrichment for automatic detectoin.
  • Meeting visibility: Personal meetings were no longer a black box with complete visibility out of the box.

Key Takeaways for RevOps Teams

If you have multi-store or multi-tenant routing:

  1. Don't rely solely on email matching. Look for tools that accept additional identifiers (store URL, account ID, workspace ID).
  2. Push routing logic to your scheduling tool. If developers are building custom routing before the tool sees requests, you've got the architecture backwards.
  3. Count your routers. 15-20+ for a single product usually means you're working around limitations.

If you're evaluating scheduling tools:

  1. Test your edge cases—multi-account users, international routing, in-app bookings.
  2. Ask "What does troubleshooting look like?" Better than "What features do you have?"
  3. Check CRM writeback granularity. Can you report on all meeting types? See UTM attribution?

The Verdict

"If you're looking for a solution that is well-priced in the market, has great support and really wants to help you win, as well as addresses the pain points that you're looking for—RevenueHero is a no-brainer in my opinion. We looked at three other solutions, and it just checked all the boxes for us."
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Katharine Ambrose
Director of Revenue Operations
Triple whale
Triple whale