FAQs · the answer hub

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Straight answers, from connector setup to attribution models. The same ones our own team works from.

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Concepts

Plain-language answers to the core questions in GTM AI, attribution, forecasting, identity, and agents.

How do you measure marketing attribution?

To measure marketing attribution, unify your marketing and CRM data, resolve it to one identity per person and account, choose attribution models…

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What are the best AI tools for sales and GTM?

The best AI tools for sales and GTM fall into categories: attribution and analytics, pipeline forecasting and revenue intelligence, identity and…

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What is GTM AI?

GTM AI is artificial intelligence applied to go-to-market: using AI to measure, predict, and act across marketing, sales, and customer success. It…

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What is a buying group in B2B sales?

A buying group is the set of people at an account who collectively decide on a B2B purchase, typically a mix of champions, economic buyers, users,…

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What is a context layer for AI?

A context layer is the governed data foundation that gives AI a complete, current picture of a domain, every entity, relationship, and event,…

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What is a semantic layer?

A semantic layer is a governed model that defines what your data means, entities, metrics, and relationships, in consistent business terms, sitting…

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What is agentic AI for GTM?

Agentic AI for go-to-market means AI agents that take governed action in the revenue stack, not just answer questions: reallocating spend,…

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What is an MCP server?

An MCP (Model Context Protocol) server is a standard way to expose data and tools to AI assistants like Claude and ChatGPT, so they can securely read…

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What is identity resolution?

Identity resolution is the process of reconciling the scattered records of a person or company, across CRM, marketing automation, ad platforms, and…

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What is marketing attribution?

Marketing attribution is the practice of assigning credit for pipeline and revenue to the marketing touches that influenced them, so teams can see…

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What is multi-touch attribution?

Multi-touch attribution distributes credit for a deal across every touchpoint that influenced it, rather than giving all the credit to the first or…

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What is pipeline forecasting?

Pipeline forecasting is predicting how much pipeline and revenue a team will close, and where the gaps are, before the period ends. In B2B, AI-driven…

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What is revenue attribution?

Revenue attribution ties closed revenue, not just leads or opportunities, back to the marketing and sales touches that produced it. It is the…

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What is revenue intelligence?

Revenue intelligence is the use of AI and unified data to give revenue teams a clear, current view of what is driving pipeline and revenue, and what…

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Who offers the best AI GTM agent?

The best AI GTM agent depends on your need, but the traits that matter are consistent: it acts (not just recommends), it runs on governed, unified…

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Why is attribution important in digital marketing?

Attribution matters because it tells you which marketing spend produces revenue and which does not, so budget goes to what works. Without it, teams…

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Attribution & analytics

How the models attribute, score, and forecast · and why you can trust them.

Platform

How the platform itself works, from setup to day-to-day operation.

AI & Data Handling

RevSure uses AI responsibly across pipeline forecasting, attribution, and GTM intelligence, with governance, transparency, and accuracy built in.…

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Capture Out-of-Home (OOH) Activities

RevSure can capture out-of-home (OOH) activity in attribution by pulling MAID tracking data from location vendors and OOH agencies into its…

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Data Handling and Resolution Scenarios

RevSure's account-level opportunity attribution handles cases where opportunities have no explicit or incomplete contact associations. It takes a…

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Data Management & Assets

RevSure provides historical continuity, governance, and accessible data for enterprise teams. This page covers history tracking of custom attributes,…

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De-anonymization

RevSure's de-anonymization turns anonymous website engagements into named, high-priority leads. This page explains how it works, which integrations…

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How RevSure Supports Customer Business Taxonomies & Classifications

RevSure Taxonomies create unified business hierarchies that make marketing insights consistent across sources. The platform offers three…

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How to Add Reddit Data Source to RevSure

This guide adds Reddit as a data source in RevSure. In Data Hub, add a new Reddit source, name the connection, and enter your Reddit Ads Business ID,…

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How to add RevSure.AI Tag in Google Tag Manager

This guide adds the RevSure.AI tag in Google Tag Manager. In GTM, create a new Custom HTML tag named RevSure.AI and paste the tracking pixel script…

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RevSure - Campaign Channel Classification

RevSure classifies campaign channels using a set of predefined rules applied in order; once a rule matches, that classification is applied and the…

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RevSure - URL-Based Campaign Associations

RevSure lets you create campaign associations from page-visit URLs, using two types: UTM campaigns and Referrer campaigns. This article explains how…

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RevSure Advanced Data Handling FAQ's

This FAQ covers RevSure's advanced data handling. It explains how RevSure treats leads and contacts as a single Lead entity connected via the…

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Integrations & tracking

Connector setup, tracking pixels, and warehouse guides · every system, wired in.

Configure Marketo Integration for Agent Writeback

This guide configures Marketo for agent writeback in RevSure. In Agent Hub, open Tool Config, add a Marketo writeback tool, and connect it using a…

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Conversion Tracking

RevSure tracks leads from first web visit to opportunity creation across multiple ad platforms, even when cookies or JavaScript are blocked, using…

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How to Add Objects in RevSure Salesforce Data Connection

This guide adds new Salesforce objects to an existing RevSure Salesforce connection. In Data Hub, open the Salesforce data source, go to the Mappings…

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How to Add RevSure First Party Pixel into your SquareSpace Website

This guide adds the RevSure first-party pixel to a Squarespace site. In Squarespace settings, open Code Injection, paste the RevSure pixel script…

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How to Add a Salesforce Data Source in Data Hub

This guide adds Salesforce as a data source in RevSure's Data Hub. Open the Salesforce connection, name it, enter your Salesforce instance URL,…

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How to check if Multi-Currency is enabled in Salesforce

To check whether multi-currency is enabled in Salesforce, open Setup, search for Company Information, and look for whether Activate Multiple…

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How to configure "Login with SSO" in Salesforce

This guide configures Login with SSO in Salesforce for the RevSure integration. In Salesforce Setup, open My Domain, edit Authentication…

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How to give field-level permissions in Salesforce

This guide sets field-level permissions in Salesforce for the RevSure integration. In Setup, open Object Manager, select the object, go to Fields &…

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Integrations

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

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RevSure 6Sense Manual Integration FAQs

RevSure's 6sense integration supports three use cases: IP enrichment, account and account-scoring enrichment, and lead enrichment. Each requires a…

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RevSure 6sense Company Identification Enrichment Integration Implementation Guide

This guide connects 6sense company-identification enrichment to RevSure. In Data Hub, add a 6sense data source, name the connection, paste your API…

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RevSure 6sense Lead Scoring & Firmographics Enrichment Integration Implementation Guide

This guide connects 6sense lead-scoring and firmographics enrichment to RevSure. In Data Hub, add a 6sense data source, select the firmographics and…

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RevSure Breakout Integration Implementation Guide

This guide connects Breakout to RevSure. In Data Hub, open Data Sources, add a new Breakout source, and enter the connection name, client ID, client…

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RevSure Cookieless Tracking

RevSure supports cookieless visitor tracking, identifying a visitor across pages and sessions over time without relying on cookies. It combines…

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RevSure Databricks Integration Implementation Guide

This guide connects Databricks to RevSure. In Data Hub, add a new Databricks source and enter the connection name, account ID, client ID, client…

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RevSure Demandbase Integration Implementation Guide

This guide connects Demandbase to RevSure. In Data Hub, add a Demandbase data source, name the connection, then authenticate with your Demandbase…

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RevSure Drift Integration Implementation Guide

This guide connects Drift to RevSure. In Data Hub, add a new Drift source, name the connection, enter your Drift Org ID, choose a historical sync…

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RevSure Facebook Ads Integration Implementation Guide

This guide connects Facebook Ads to RevSure. In Data Hub, add a Facebook Ads data source, name the connection, and enter your Facebook Ad Account ID,…

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RevSure G2 Integration Implementation Guide

This guide connects G2 to RevSure. In Data Hub, add a G2 data source, name the connection, enter your API key, and select a historical sync date,…

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RevSure Gong Integration Implementation Guide

This guide connects Gong to RevSure. In Data Hub, add a new Gong source, name the connection, choose a historical sync date, connect, and authorize…

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RevSure GoodMeetings Integration Implementation Guide

This guide connects GoodMeetings to RevSure. In Data Hub, add a new GoodMeetings source and enter the connection name, workspace (org) ID, and API…

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RevSure Google Ads Integration Implementation Guide

This guide connects Google Ads to RevSure. In Data Hub, add a Google Ads data source, name the connection, enter your Customer ID, and authenticate…

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RevSure Google Analytics Integration Implementation Guide

This guide connects Google Analytics to RevSure. In Data Hub, add a Google Analytics data source, name the connection, enter your Property ID, and…

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RevSure Google Search Console Integration Implementation Guide

This guide connects Google Search Console to RevSure. In Data Hub, add a Google Search data source, name the connection, and authenticate with the…

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RevSure Hubspot Integration Implementation Guide

This guide connects HubSpot to RevSure. In Data Hub, add a HubSpot source, name the connection, choose a historical sync date, connect, and sign in…

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RevSure Linkedin Integration Implementation Guide

This guide connects LinkedIn to RevSure. In Data Hub, add a LinkedIn data source, name the connection, choose a historical sync date and frequency,…

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RevSure Marketo Integration Implementation Guide

This guide connects Marketo to RevSure. In Data Hub, add a Marketo data source, name the connection, and create the required role, user, and web…

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RevSure Microsoft Ads Integration Implementation Guide

This guide connects Microsoft Ads to RevSure. In Data Hub, add a Microsoft Ads data source, name the connection, enter your Account ID, and…

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RevSure Mixpanel Integration Implementation Guide

This guide connects Mixpanel to RevSure. In Data Hub, add a Mixpanel source and enter the connection name, data residency, project ID, optional event…

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RevSure Mountain Integration Implementation Guide

This guide connects Mountain to RevSure. In Data Hub, add a Mountain source, name the connection, and paste the API key from your Mountain account…

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RevSure Navattic Integration Implementation Guide

This guide connects Navattic to RevSure. In Data Hub, add a Navattic source, name the connection, set the sync schedule, connect, and confirm the…

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RevSure Outreach Integration Implementation Guide

This guide connects Outreach to RevSure. In Data Hub, add an Outreach source, name the connection, choose a historical sync date, connect, and…

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RevSure Pardot Integration Implementation Guide

This guide connects Pardot to RevSure. In Data Hub, add a Pardot source, name the connection, enter your Pardot Business Unit ID, choose a historical…

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RevSure Qualified Integration Implementation Guide

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…

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RevSure RB2B Integration Implementation Guide

This guide connects RB2B to RevSure. In Data Hub, add an RB2B data source, name the connection, set the sync frequency and timezone, and connect.…

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RevSure RollWorks Integration Implementation Guide

This guide connects RollWorks to RevSure. Log into RollWorks, then in RevSure's Data Hub add a RollWorks source, name the connection, choose a…

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RevSure Salesloft Integration Implementation Guide

This guide connects Salesloft to RevSure. In Data Hub, add a Salesloft source, name the connection, choose a historical sync date and frequency, and…

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RevSure Sendoso Integration Implementation Guide

This guide connects Sendoso to RevSure. In Data Hub, add a Sendoso source, name the connection, choose a historical sync date, connect, and log in…

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RevSure Server-Side Tracking — WordPress Integration Guide

This guide sets up RevSure server-side tracking on WordPress. Install the RudderStack PHP SDK via Composer (or drop in the ZIP) from your WordPress…

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RevSure Twitter Integration Implementation Guide

This guide connects Twitter (X) to RevSure. In Data Hub, add a Twitter source, name the connection, choose a historical sync date, connect, and…

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RevSure Website Tracking - Cookie Data Persistence Details

RevSure's website tracking pixel uses RudderStack's JavaScript SDK. This document lists every cookie the pixel sets, describes how long each…

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Revsure Intercom Integration Implementation Guide

This guide connects Intercom to RevSure. In Data Hub, add an Intercom source, name the connection, set the historical date and sync frequency,…

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Revsure Redshift Integration Implementation Guide

This guide connects Amazon Redshift to RevSure. In Data Hub, add a Redshift source and enter the connection name, AWS region, Redshift type, cluster…

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Revsure Snowflake Destination Setup Implementation Guide - UI Flow

This guide sets up Snowflake as a data destination in RevSure. In Data Hub, open Data Destinations, choose Snowflake, select the authentication type,…

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Revsure Snowflake Integration Implementation Guide

This guide connects Snowflake as a data source in RevSure using OAuth. In Snowflake, run the provided command to create a RevSure security…

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Revsure Snowflake Integration Implementation Guide : RSA Private Key Auth

This guide connects Snowflake as a data source in RevSure using RSA key-pair authentication. In Data Hub, add a Snowflake source and enter the…

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Snowflake Write-back Integration Implementation Documentation

This document explains writing RevSure attribution data back into a customer's Snowflake instance. It covers two approaches, including a RevSure…

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Webhook Integration Capabilities

RevSure supports webhook-based integration for both receiving data and sending it for enrichment. This document explains inbound webhooks (data into…

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MCP & AI

Point Claude, ChatGPT, or your own agent at RevSure through MCP.

Security & compliance

PII controls, consent, sub-processors, and the certifications behind them.

Data dictionary & reporting

What every entity, field, and reporting table means · the shared vocabulary.

Data Dictionary- Account

The Account entity in RevSure's data dictionary represents a company record, unified from your connected source systems. This reference describes the…

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Data Dictionary- Activity

The Activity entity in RevSure's data dictionary represents an engagement or interaction record, such as a meeting, email, or call, unified across…

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Data Dictionary- Ad

The Ad entity in RevSure's data dictionary represents an individual advertisement from a connected ad platform. This reference describes the Ad…

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Data Dictionary- Ad Analytics

The AdAnalyticsDaily entity in RevSure's data dictionary holds day-level performance metrics for ads, such as impressions, clicks, and spend. This…

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Data Dictionary- Ad Click

The AdClick entity in RevSure's data dictionary represents an individual click on an ad. This reference describes the AdClick entity, its fields, and…

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Data Dictionary- Campaign

The Campaign entity in RevSure's data dictionary represents a marketing campaign record unified across your connected systems. This reference…

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Data Dictionary- Campaign Cost

The CampaignCostDaily entity in RevSure's data dictionary holds day-level cost and spend data for campaigns. This reference describes the entity, its…

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Data Dictionary- Campaign Influence

The CampaignInfluence entity in RevSure's data dictionary captures how campaigns influenced leads, contacts, and opportunities. This reference…

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Data Dictionary- Campaign Member

The CampaignMember entity in RevSure's data dictionary links a person to a campaign they engaged with. This reference describes the CampaignMember…

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Data Dictionary- Internal User

The InternalUser entity in RevSure's data dictionary represents a user within your organization, such as a rep or owner. This reference describes the…

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Data Dictionary- Lead

The Lead entity in RevSure's data dictionary represents a prospect record. RevSure treats leads and contacts as a single Lead entity, tracking status…

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Data Dictionary- LeadStatus

The LeadStatus entity in RevSure's data dictionary captures the status values a lead moves through and their change history. This reference describes…

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Data Dictionary- List of Derived Dimensions

This reference lists the derived dimensions in RevSure's data model: fields RevSure computes from raw source data rather than pulling directly, such…

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Data Dictionary- Opportunity

The Opportunity entity in RevSure's data dictionary represents a deal record. This reference describes the Opportunity entity, its fields, and how…

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Data Dictionary- Opportunity Lead Role

The OpportunityLeadRole entity in RevSure's data dictionary links people to an opportunity and the role they played, such as buyer or influencer.…

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Data Dictionary- Opportunity Partner

The OpportunityPartner entity in RevSure's data dictionary captures partner involvement on an opportunity. This reference describes the entity, its…

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Data Dictionary- Opportunity Stage

The OpportunityStage entity in RevSure's data dictionary represents the stages a deal moves through and their history. This reference describes the…

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Data Dictionary- Person

The Person entity in RevSure's data dictionary represents an individual, resolved from duplicate records across your source systems into one unified…

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Data Dictionary- Product

The Product entity in RevSure's data dictionary represents a product or offering tied to opportunities and revenue. This reference describes the…

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Data Dictionary- Reporting Tables- Account Detail

The Account Detail reporting table gives an account-level view of pipeline, engagement, and attribution in RevSure. This reference describes the…

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Reporting Tables- All Historic Opportunity

The All Historic Opportunity reporting table holds the full history of every opportunity in RevSure, including stage changes over time. This…

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Reporting Tables- Booking Detail

The Booking Detail reporting table gives a deal-level view of closed-won bookings in RevSure. This reference describes its fields, so revenue and…

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Reporting Tables- Lead Detail

The Lead Detail reporting table gives a lead-level view of engagement, status, and attribution in RevSure. This reference describes its fields, so…

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Reporting Tables- Lead History

The Lead History reporting table records how each lead changed over time, including status transitions. This reference describes its fields, so you…

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Reporting Tables- Pipeline Detail

The Pipeline Detail reporting table gives a deal-level view of open and historical pipeline in RevSure. This reference describes its fields, so…

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Reporting Tables- Pipeline by Quarter End

The Pipeline by Quarter End reporting table snapshots pipeline as it stood at the close of each quarter. This reference describes its fields, so you…

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Reporting Tables- Pipeline by Quarter Start

The Pipeline by Quarter Start reporting table snapshots pipeline as it stood at the start of each quarter. This reference describes its fields,…

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Reporting Tables-Daily Projection Log

The Daily Projection Log reporting table records RevSure's pipeline and revenue projections each day, so you can see how the forecast evolved over…

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RevSure's Entity Resolution Framework

RevSure's Entity Resolution Framework deduplicates and reconciles records across your source systems so that duplicate, mismatched, and conflicting…

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RevSure's Entity Resolution Framework: A Comprehensive Overview

RevSure's Entity Resolution Framework solves the duplicate-record and conflicting-data problems that break B2B attribution. It reconciles records…

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