FAQs/Integrations & tracking/RevSure Qualified Integration Implementation Guide
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RevSure Qualified Integration Implementation Guide

Short answer

This guide connects Qualified to RevSure. In Data Hub, add a Qualified source, name the connection, add your API key, choose a historical date and sync frequency, connect, and confirm the mapping. This brings Qualified conversation and pipeline data into RevSure.

1. Navigate to https://rs.revsure.cloud/app/favorites

RevSure Qualified Integration Implementation Guide (figure 1)

2. Click "Data Sources"

RevSure Qualified Integration Implementation Guide (figure 2)

3. Click "Add New"

RevSure Qualified Integration Implementation Guide (figure 3)

4. Click "QUALIFIED"

RevSure Qualified Integration Implementation Guide (figure 4)

5. Add a connection name

RevSure Qualified Integration Implementation Guide (figure 5)

6. Add API Key

RevSure Qualified Integration Implementation Guide (figure 6)

7. Choose date from when to extract data

RevSure Qualified Integration Implementation Guide (figure 7)

8. Choose sync frequency (This is the time at which Revsure will be pulling the data)

RevSure Qualified Integration Implementation Guide (figure 8)

9. Click "Connect"

RevSure Qualified Integration Implementation Guide (figure 9)

10. Click "Confirm Mapping"

RevSure Qualified Integration Implementation Guide (figure 10)

11. Click "CONFIRM"

RevSure Qualified Integration Implementation Guide (figure 11)
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