Integrations

RevSure integrates seamlessly with your GTM, CRM, and data platforms to deliver a unified, full-funnel view of pipeline, attribution, and revenue insights. This section details how to connect and configure each supported integration.

Salesforce Integration

The RevSure Salesforce Integration Guide outlines how to connect Salesforce to RevSure by configuring the Data Hub, enabling necessary permissions, and setting up SSO. It covers steps for granting field and object permissions, verifying multi-currency settings, and ensuring proper user access. This ensures seamless data synchronization and reporting between Salesforce and RevSure.

Seamless Integration with SFDC Field Types

RevSure simplifies handling field type restrictions when mapping attributes from Salesforce (SFDC) into the app. Here's how:

• Comprehensive Data Type Support: RevSure can handle all data types supported by SFDC, ensuring seamless integration and mapping.
  
• User-Friendly Data Hub UI: The RevSure Data Hub UI allows you to select the appropriate data type while mapping attributes from SFDC, making the process straightforward and efficient.
  
• Support for Standard and Custom Fields: RevSure’s Data Hub supports mapping both standard and custom fields from SFDC, providing flexibility to meet diverse business needs.
  
• Custom Object Data Ingestion: In addition to standard and custom fields, RevSure also supports ingesting data from custom objects available in SFDC, further enhancing its adaptability.
  

LinkedIn Integration

The RevSure LinkedIn Integration Implementation Guide outlines the steps to connect LinkedIn to RevSure. First, navigate to the Data Hub in RevSure and click "Add data source." Select LinkedIn, provide a unique connection name, choose the historical sync date, and log in via the LinkedIn OAuth pop-up to complete the integration.

Permissions and Scope:

Post: Retrieve organizations' posts, comments, and likes. Restricted to organizations in which the authenticated member has one of the following company page roles:

• ADMINISTRATOR
  
• DIRECT_SPONSORED_CONTENT_POSTER
  
• CONTENT_ADMIN
  
  

Campaign Groups, Campaigns, Accounts, Lead Forms, Ad Analytics, Campaign Spend, Ad Statistics Daily: The Ad Account user assigning permission must hold one of the following Ad Account roles:

• ACCOUNT_BILLING_ADMIN
  
• ACCOUNT_MANAGER
  
• CAMPAIGN_MANAGER
  
• CREATIVE_MANAGER
  
• VIEWER (read-only, even with rw_ads scope)
  
  

Lead Form Responses: Access an authenticated member's ad forms/organic forms and form responses (leads). Can manage and read leadNotifications. Reading forms and form responses are restricted to the following account and/or company page roles:

• Sponsored use case (leads from Ads): The authenticated user must have one of the following ad account and company page roles (on the company page associated with the Ad Account in Campaign Manager):
  
  • ACCOUNT_BILLING_ADMIN
    
  • ACCOUNT_MANAGER
    
  • CAMPAIGN_MANAGER
    
  • CREATIVE_MANAGER
    
  • VIEWER
    
    

Organic Posts, Organic Post Analytics: Manage an authenticated member’s company pages and retrieve reporting data. Retrieve organizations' posts, comments, and likes. Restricted to organizations in which the authenticated member has one of the following company page roles:

• ADMINISTRATOR
  
• DIRECT_SPONSORED_CONTENT_POSTER
  
  

Click Conversion: Upload your conversion data to LinkedIn and manage your conversion tracking data. Restricted to organizations in which the authenticated member has one of the following roles:

• ACCOUNT_BILLING_ADMIN
  
• ACCOUNT_MANAGER
  
• CAMPAIGN_MANAGER
  
• CREATIVE_MANAGER
  

Reference Link: LinkedIn Marketing API Guide

Meta Ads Integration

RevSure's Meta Ads integration enhances your full-funnel visibility by seamlessly connecting Meta ad data with pipeline insights. This integration allows you to track ad performance beyond clicks, linking them directly to revenue impact and sales outcomes.

Sendoso Integration

The RevSure Sendoso Integration Implementation Guide outlines the steps to connect Sendoso to RevSure. First, navigate to the Data Hub in RevSure and click "Add data source." Select Sendoso, provide a unique connection name, choose the historical sync date, and log in via the Sendoso OAuth pop-up to complete the integration.

6sense Integration

RevSure & 6sense integration delivers real-time visibility into leads with the highest propensity to convert, enabling data-driven prioritization and enhanced pipeline generation.

• ‍Enrichment Use Case: These enrichments run after input data source is configured during the integration.‍
  
  • Company Identification API (previously known as Company Details API)
    Use case: Identify anonymous website visitors by taking an IP address and matching it to an Account.‍
  • Lead Scoring and Firmographics API (previously known as Lead Enrichment and Scoring API)
    Use case: Enrich Company Firmographics and Lead scoring attributes using the Email ID.
    Note: Skip this if 6sense is already integrated with CRM to avoid unnecessary credit usage.‍
  • Lead Scoring API
    Use case: Enrichment scores your net new leads using email id and returns predictive scores at the product level.
    Note: Skip this if 6sense is already integrated with CRM to avoid unnecessary credit usage.
• Campaign Data Extraction: There are no API's for this. RevSure team does support these. Need support ? contact : cs@revsure.ai. Refer to RevSure & 6sense FAQ Documentation

Demandbase Integration

Integrate Demandbase Account-Based Marketing (ABM) Software with RevSure to enhance precision in identifying and engaging high-propensity accounts and buying groups.

RB2B Integration

The integration of RevSure and RB2B provides valuable insights from anonymous website visitors. By identifying visitors in real-time and providing LinkedIn profiles directly to Slack, RevSure enhances your pipeline visibility. This integration helps marketing and sales teams engage leads faster and improve conversion rates.

Microsoft Ads Integration

Connect your RevSure account with Microsoft Advertising to unlock advanced analytics and AI-driven insights, optimizing ad performance and boosting conversion rates across Microsoft's search network, including Bing, Yahoo, and AOL.

G2 Integration

RevSure’s G2 integration illuminates the dark funnel, enabling better tracking and attribution of the entire anonymous visitor-to-conversion journey. This integration improves full-funnel attribution and enhances AI-powered lead and account prioritization, ensuring you focus on the highest-value opportunities while optimizing marketing efforts for maximum impact.

Other Supported Integrations

• First-Party Pixel Integration
  
• Google Analytics
  
• Google Ads
  
• Salesloft
  
• Drift
  
• Intercom
  
• Mountain
  
• Snowflake
  
• RollWorks
  
• Twitter
  
• Marketo
  

Snowflake Write-back

This document outlines the process and requirements for integrating your marketing attribution platform with a customer's Snowflake instance. The integration enables data from your platform to be written back into the customer’s Snowflake instance.

Refer to: Snowflake Write-back Integration Implementation Documentation