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Configure Marketo Integration for Agent Writeback

1. Navigate to Tool Config in Agent Hub 2. Click "Tool Config" 3. Click "Add Tool" 4. Click this image. 5. Click the "Connection Name *" field. 6.…

Conversion Tracking

RevSure ensures complete tracking of leads from first visit to opportunity creation across multiple platforms — even in scenarios where cookies or…

How to Add Objects in RevSure Salesforce Data Connection

1. Navigate to the given Tenant ‍ 2. Go to Data Hub ‍ 3. Click "Data Sources" ‍ 4. Select the Salesforce Connection we want to add the new Object ‍…

How to Add RevSure First Party Pixel into your SquareSpace Website

1. Navigate to SquareSpace website 2. Click on Settings Icon 3. Click on Search 4. And Search for "Code Injection", click on Code Injection option.…

How to Add a Salesforce Data Source in Data Hub

1. Navigate to your RevSure instance and go to Data Hub page ‍ 2. Click Salesforce connection and it will open a side panel. 3. In the side panel, We…

How to check if Multi-Currency is enabled in Salesforce

1. Navigate to your salesforce instance ‍ 2. Click on settings icon and then "Setup" 3. Click the "Search Setup" field. 4. Search and Click on…

How to configure "Login with SSO" in Salesforce

1. Navigate to your Salesforce instance ‍ 2. Click here on setting icon. 3. Click here on setup button. 4. Click the "Search Setup" field. 5. Type…

How to give field-level permissions in Salesforce

1. Navigate to your Salesforce instance ‍ 2. Click here 3. Click "Setup for current app" 4. Click "Object Manager" 5. Click salesforce object 6.…

Integrations

RevSure integrates seamlessly with your GTM, CRM, and data platforms to deliver a unified, full-funnel view of pipeline, attribution, and revenue…

RevSure 6Sense Manual Integration FAQs

Use Cases for Integrating 6sense with RevSure RevSure's integration with 6sense supports the following three use cases: IP enrichment Account and…

RevSure 6sense Company Identification Enrichment Integration Implementation Guide

1. Navigate to the data-hub module in the RevSure account. Click on the Add data source button ‍ 2. Select 6sense data source, and it will open a…

RevSure 6sense Lead Scoring & Firmographics Enrichment Integration Implementation Guide

1. Navigate to the data-hub module in the RevSure account. Click on the Add data source button ‍ 2. Select 6sense data source, and it will open a…

RevSure Breakout Integration Implementation Guide

1. Log into the Revsure Instance 2. Click "Data Hub" 3. Click "Data Sources" 4. Click "Add New" 5. Click "Breakout" from the Source options 6. Set…

RevSure Cookieless Tracking

Overview Cookie-less Visitor Tracking refers to the process of identifying a Visitor across different pages and browser sessions over a period of…

RevSure Databricks Integration Implementation Guide

1. Go to Data Hub 2. Click Data Sources 3. Click "Add New" 4. Select DataBricks from the list of the Sources 5. Give the "Connection Name *" field a…

RevSure Demandbase Integration Implementation Guide

1. Navigate to the data-hub module in the RevSure account. Click on the Add data source button ‍ 2. Select Demandbase data source, and it will open a…

RevSure Drift Integration Implementation Guide

1. Navigate to Revsure App and Click "Data Hub" 2. Click "Data Sources" 3. Click "Add New" 4. Click on DRIFT from the list of Sources 5. Set the…

RevSure Facebook Ads Integration Implementation Guide

1. Navigate to the data-hub module in the RevSure account. Click on the Add data source button ‍ 2. Select Facebook Ads data source, and it will open…

RevSure G2 Integration Implementation Guide

1. Navigate to the data-hub module in the RevSure account. Click on the Add data source button ‍ 2. Select G2 data source, and it will open a sidebar…

RevSure Gong Integration Implementation Guide

1. Navigate to https://rs.revsure.cloud/app/favorites 2. Click "Data Hub" 3. Click "Data Sources" 4. Click "Add New" 5. Select Gong from the list of…

RevSure GoodMeetings Integration Implementation Guide

1. Navigate to Revsure App 2. Click "Data Hub" 3. Click Data Sources 4. Click "Add New" 5. Select GoodMeetings from the list of Sources 6. Fill the…

RevSure Google Ads Integration Implementation Guide

1. Navigate to the data-hub module in the RevSure account. Click on the Add data source button ‍ 2. Select Google Ads data source, and it will open a…

RevSure Google Analytics Integration Implementation Guide

1. Navigate to the data-hub module in the RevSure account. Click on the Add data source button ‍ 2. Select Google Analytics data source, and it will…

RevSure Google Search Console Integration Implementation Guide

1. Navigate to the Data Hub module in the RevSure account and click on Data Sources ‍ 2. Click on "Add New" button at the top ‍ 3. You will see all…

RevSure Hubspot Integration Implementation Guide

1. Navigate to Revsure App 2. Click "Data Sources" 3. Click "Add New" 4. Select Hubspot from the List of Sources 5. Set the "Connection Name *"…

RevSure Linkedin Integration Implementation Guide

1. Navigate to the data-hub module in the RevSure account. Click on the Add data source button ‍ 2. Select LinkedIn data source, and it will open a…

RevSure Marketo Integration Implementation Guide

1. Navigate to the data-hub module in the RevSure account. Click on the Add data source button ‍ 2. Select Marketo data source, and it will open a…

RevSure Microsoft Ads Integration Implementation Guide

1. Navigate to the data-hub module in the RevSure account. Click on the Add data source button ‍ 2. Select Microsoft Ads data source, and it will…

RevSure Mixpanel Integration Implementation Guide

1. Navigate to Revsure App 2. Click "Data Hub" 3. Click Data Sources 4. Click "Add New" 5. Select Mixpanel from the list of Sources 6. Click the…

RevSure Mountain Integration Implementation Guide

1. Navigate to RevSure's Data Hub 2. Click "Data Sources" 3. Click "Add New" 4. Select Mountain 5. Set the "Connection Name" for Mountain Connection…

RevSure Navattic Integration Implementation Guide

1. Log into the tenant 2. Go to Data Hub 3. Click "Data Sources" 4. Click "Add New" 5. Select Navattic from options 6. Set the "Connection Name"…

RevSure Outreach Integration Implementation Guide

1. Go to Revsure App. 2. Click "Data Sources" 3. Click "Add New" 4. Select "Outreach" from the List of Sources 5. Set the "Connection Name *" field…

RevSure Pardot Integration Implementation Guide

1. Go to Revsure App 2. Click "Data Hub" 3. Click "Data Sources" 4. Click "Add New" 5. Click "Pardot" 6. Set the "Connection Name *" field 7. Set the…

RevSure Qualified Integration Implementation Guide

1. Navigate to https://rs.revsure.cloud/app/favorites 2. Click "Data Sources" 3. Click "Add New" 4. Click "QUALIFIED" 5. Add a connection name 6. Add…

RevSure RB2B Integration Implementation Guide

1. Navigate to the data-hub module in the RevSure account. Click on the Add data source button ‍ 2. Select RB2B data source, and it will open a…

RevSure RollWorks Integration Implementation Guide

1. Login to your Rollworks account 2. Navigate to the data-hub module in the RevSure account. Click on the Add data source button ‍ 3. Select…

RevSure Salesloft Integration Implementation Guide

1. Navigate to the data-hub module in the RevSure account. Click on the Add data source button ‍ 2. Select Salesloft data source, and it will open a…

RevSure Sendoso Integration Implementation Guide

1. Navigate to the data-hub module in the RevSure account. Click on the Add data source button ‍ 2. Select Sendoso data source, and it will open a…

RevSure Server-Side Tracking — WordPress Integration Guide

1. Install the SDK Run this from your WordPress root (the folder containing wp-config.php): composer require rudderstack/rudder-php-sdk That's it.…

RevSure Twitter Integration Implementation Guide

1. Navigate to Revsure App 2. Click 'Data Hub' 3. Click "Data Sources" 4. Click "Add New" 5. Select Twitter from the list of Sources 6. Set the…

RevSure Website Tracking - Cookie Data Persistence Details

RevSure uses Rudderstack’s JavaScript SDK for its website tracking pixel. This document describes all the cookies used by the pixel and provides…

Revsure Intercom Integration Implementation Guide

1. Navigate to Revsure App 2. Click on Data Hub. 3. Click "Data Sources" 4. Click "Add New" 5. Click Intercom from the list of sources 6. Give the…

Revsure Redshift Integration Implementation Guide

1. Navigate to Revsure App 2. Click "Data Hub" 3. Click "Data Sources" 4. Click "Add New" 5. Select Amazon Redshift from the list of sources 6. Set…

Revsure Snowflake Destination Setup Implementation Guide - UI Flow

1. Click "Data Hub" 2. Click "Data Destinations" 3. Click this image 4. Select the Authentication Type and enter details 5. Click "Connect" 6. A…

Revsure Snowflake Integration Implementation Guide

1. Navigate to Revsure App Instance 2. Click "Data Hub" 3. Click "Data Sources" 4. In a new tab, navigate to https://app.snowflake.com/ ‍ 5. Navigate…

Revsure Snowflake Integration Implementation Guide : RSA Private Key Auth

1. Navigate to Revsure App and Click "Data Hub" 2. Click "Data Sources" 3. Click "Add New" 4. Click Snowflake among the list of Integrations 5. Set…

Snowflake Write-back Integration Implementation Documentation

Overview This document outlines the process and requirements for integrating your marketing attribution platform with a customer's Snowflake…

Webhook Integration Capabilities

Overview This document describes how RevSure supports receiving data from webhooks and writing data to webhooks for data enrichment and integration.…

Data Dictionary- Account

Account - Entity Description Account - Entity and Source System Mapping

Data Dictionary- Activity

Activity - Entity Description Activity - Entity and Source System Mapping

Data Dictionary- Ad

Ad - Entity Description Ad - Entity and Source System Mapping

Data Dictionary- Ad Analytics

AdAnalyticsDaily - Entity Description AdAnalyticsDaily - Entity and Source System Mapping

Data Dictionary- Ad Click

AdClick - Entity Description AdClick - Entity and Source System Mapping

Data Dictionary- Campaign

Campaign - Entity Description

Data Dictionary- Campaign Cost

CampaignCostDaily - Entity Description CampaignCostDaily - Entity and Source System Mapping

Data Dictionary- Campaign Influence

CampaignInfluence - Entity Description CampaignInfluence - Entity and Source System Mapping

Data Dictionary- Campaign Member

CampaignMember - Entity Description CampaignMember - Entity and Source System Mapping

Data Dictionary- Internal User

InternalUser - Entity Description InternalUser - Entity and Source System Mapping

Data Dictionary- Lead

Lead - Entity Description Lead - Entity and Source System Mapping

Data Dictionary- LeadStatus

LeadStatus - Entity Description LeadStatus - Entity and Source System Mapping

Data Dictionary- List of Derived Dimensions

Data Dictionary- Opportunity

Opportunity - Entity Description Opportunity - Entity and Source System Mapping

Data Dictionary- Opportunity Lead Role

OpportunityLeadRole - Entity Description OpportunityLeadRole - Entity and Source System Mapping

Data Dictionary- Opportunity Partner

OpportunityPartner - Entity Description OpportunityPartner - Entity and Source System Mapping

Data Dictionary- Opportunity Stage

OpportunityStage - Entity Description OpportunityStage - Entity and Source System Mapping

Data Dictionary- Person

Person - Entity Description Person - Entity and Source System Mapping

Data Dictionary- Product

Product - Entity Description Product - Entity and Source System Mapping

Data Dictionary- Reporting Tables- Account Detail

Reporting Tables- All Historic Opportunity

Reporting Tables- Booking Detail

Reporting Tables- Lead Detail

Reporting Tables- Lead History

Reporting Tables- Pipeline Detail

Reporting Tables- Pipeline by Quarter End

Reporting Tables- Pipeline by Quarter Start

Reporting Tables-Daily Projection Log

RevSure's Entity Resolution Framework

For B2B marketing and sales teams, clean and accurate data is crucial. Duplicate records, mismatched information, and conflicting data sources can…

RevSure's Entity Resolution Framework: A Comprehensive Overview

In the world of B2B marketing and sales, having clean and accurate data is paramount. Duplicate records, mismatched information, and conflicting data…

AI & Data Handling

RevSure leverages advanced AI responsibly, ensuring compliance, transparency, and accuracy in pipeline forecasting, attribution, and GTM…

Capture Out-of-Home (OOH) Activities

RevSure strategies for managing OOH attribution and reporting include: MAID tracking data is pulled into our Multi-Touch Attribution (MTA) views and…

Data Handling and Resolution Scenarios

Account Level Opportunity Attribution Our Account level Opportunity Attribution allows us to adapt to cases where there are no explicit contact…

Data Management & Assets

RevSure ensures historical continuity, strong governance, and user-friendly data access for enterprise teams. This page covers history tracking, user…

De-anonymization

RevSure transforms anonymous website engagements into actionable, high-priority leads through robust de-anonymization capabilities. This page details…

How RevSure Supports Customer Business Taxonomies & Classifications

RevSure Taxonomies provide the foundation for creating unified business hierarchies that bring consistency to marketing insights. The platform offers…

How to Add Reddit Data Source to RevSure

1. Select Data Hub Module 2. Click "Data Sources" 3. Click "Add New" 4. Select Reddit from the menu 5. Click the "Connection Name" field and enter…

How to add RevSure.AI Tag in Google Tag Manager

1. Navigate to Google Tag Manager ‍ 2. Click on the account that you want to add RevSure.AI tag 3. Click "Add a new tag" 4. Type "RevSure.AI" for Tag…

RevSure - Campaign Channel Classification

RevSure utilizes a set of predefined rules to classify campaign channels for various use cases within the application. These rules are applied in a…

RevSure - URL-Based Campaign Associations

RevSure helps you create campaign associations based on page visit URLs. There are two types of campaigns that can be created from URLs: UTM…

RevSure Advanced Data Handling FAQ's

RevSure Data & Attribution FAQ‍ 1. How do you differentiate between leads and contacts in RevSure? ‍ Leads and Contacts are considered as a single…

AI Security FAQ's

1. What type of AI technologies does RevSure use? RevSure utilizes a combination of Predictive AI/ML and Generative AI: Predictive AI/ML: Built using…

Implementation & Security

RevSure’s onboarding and security practices are designed to provide a smooth implementation experience, transparent processes, and enterprise-grade…

RevSure Data Security FAQ's

This FAQ addresses common legal and security questions RevSure receives regarding AI usage, PII handling, data protection, and platform-level…

RevSure Email Compliance FAQ: SendGrid & Sub-processor Controls

RevSure uses Twilio SendGrid as a sub-processor for email delivery. This means SendGrid's infrastructure enforces several compliance controls on our…

RevSure First-Party Pixel: RudderStack Integration & Consent FAQ

Is RudderStack part of the RevSure implementation stack? Yes, RevSure incorporates RudderStack within its implementation stack for event collection…

RevSure MCP: Restricted PII & Claude Enterprise

Analytics

RevSure goes beyond attribution to deliver actionable analytics that improve pipeline velocity, predictability, and ROI. Analyze Deal Acceleration…

Full Funnel Attribution

RevSure does attribution throughout the entire funnel. From Visitor to Closed - Won. The impact of marketing activities are accurately mapped to each…

Net-New Persons and Accounts through Deanonymization

RevSure’s Deanonymization feature enables companies to identify website visitors at both the Person and Account level. The system then compares these…

RevSure Attribution Types and Uses

The following table explains the different attribution types available in the Demand Generation Effectiveness module of RevSure:

RevSure Data Platform: The Foundation of Full Funnel AI Intelligence

RevSure’s Data Platform is the foundation of its Full Funnel AI system, purpose-built to deliver transparent, explainable, and enterprise-grade data…

RevSure AI Model Inputs and Logic FAQ's

1. AI Model Overview & Data Inputs Q: What data sources and fields are used as inputs into RevSure’s ML model? A: RevSure’s ML engine ingests data…

RevSure MCP Setup Guide for ChatGPT (Workspace Admin)

Prerequisites You must be an admin of your ChatGPT workspace (Teams or Enterprise plan) A RevSure account with valid login credentials The MCP Server…

RevSure — MCP Connector Setup Guide with Claude

Credentials Required - These will have to be added by your Claude Account Owner To configure the connector, you will need the following credentials:…