Every answer, in one place
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…
Read the answerWhat 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…
Read the answerWhat 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…
Read the answerWhat 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,…
Read the answerWhat 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,…
Read the answerWhat 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…
Read the answerWhat 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,…
Read the answerWhat 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…
Read the answerWhat 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…
Read the answerWhat 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…
Read the answerWhat 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…
Read the answerWhat 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…
Read the answerWhat 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…
Read the answerWhat 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…
Read the answerWho 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…
Read the answerWhy 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…
Read the answerAttribution & analytics
How the models attribute, score, and forecast · and why you can trust them.
Analytics
RevSure goes beyond attribution to deliver analytics that improve pipeline velocity, predictability, and ROI. It measures how each touch, campaign,…
Read the answerFull Funnel Attribution
RevSure performs attribution across the entire funnel, from anonymous visitor to closed-won, mapping the impact of marketing activity to every funnel…
Read the answerNet-New Persons and Accounts through Deanonymization
RevSure's Deanonymization identifies website visitors at both the person and account level, then compares those profiles against your CRM to tag…
Read the answerRevSure Attribution Types and Uses
RevSure offers several attribution types within the Demand Generation Effectiveness module, each suited to a different question about marketing's…
Read the answerRevSure Data Platform: The Foundation of Full Funnel AI Intelligence
The RevSure Data Platform is the foundation of its Full Funnel AI system, built to deliver transparent, explainable, enterprise-grade data…
Read the answerPlatform
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.…
Read the answerCapture 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…
Read the answerData Handling and Resolution Scenarios
RevSure's account-level opportunity attribution handles cases where opportunities have no explicit or incomplete contact associations. It takes a…
Read the answerData Management & Assets
RevSure provides historical continuity, governance, and accessible data for enterprise teams. This page covers history tracking of custom attributes,…
Read the answerDe-anonymization
RevSure's de-anonymization turns anonymous website engagements into named, high-priority leads. This page explains how it works, which integrations…
Read the answerHow RevSure Supports Customer Business Taxonomies & Classifications
RevSure Taxonomies create unified business hierarchies that make marketing insights consistent across sources. The platform offers three…
Read the answerHow 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,…
Read the answerHow 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…
Read the answerRevSure - 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…
Read the answerRevSure - 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…
Read the answerRevSure 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…
Read the answerIntegrations & 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…
Read the answerConversion Tracking
RevSure tracks leads from first web visit to opportunity creation across multiple ad platforms, even when cookies or JavaScript are blocked, using…
Read the answerHow 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…
Read the answerHow 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…
Read the answerHow 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,…
Read the answerHow 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…
Read the answerHow 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…
Read the answerHow 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 &…
Read the answerIntegrations
RevSure integrates with your GTM, CRM, and data platforms to deliver a unified, full-funnel view of pipeline, attribution, and revenue. This section…
Read the answerRevSure 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…
Read the answerRevSure 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…
Read the answerRevSure 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…
Read the answerRevSure 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…
Read the answerRevSure Cookieless Tracking
RevSure supports cookieless visitor tracking, identifying a visitor across pages and sessions over time without relying on cookies. It combines…
Read the answerRevSure 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…
Read the answerRevSure 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…
Read the answerRevSure 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…
Read the answerRevSure 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,…
Read the answerRevSure 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,…
Read the answerRevSure 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…
Read the answerRevSure 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…
Read the answerRevSure 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…
Read the answerRevSure 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…
Read the answerRevSure 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…
Read the answerRevSure 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…
Read the answerRevSure 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,…
Read the answerRevSure 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…
Read the answerRevSure 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…
Read the answerRevSure 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…
Read the answerRevSure 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…
Read the answerRevSure 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…
Read the answerRevSure 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…
Read the answerRevSure 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…
Read the answerRevSure 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…
Read the answerRevSure 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.…
Read the answerRevSure 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…
Read the answerRevSure 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…
Read the answerRevSure 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…
Read the answerRevSure 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…
Read the answerRevSure 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…
Read the answerRevSure 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…
Read the answerRevsure 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,…
Read the answerRevsure 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…
Read the answerRevsure 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,…
Read the answerRevsure 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…
Read the answerRevsure 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…
Read the answerSnowflake 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…
Read the answerWebhook Integration Capabilities
RevSure supports webhook-based integration for both receiving data and sending it for enrichment. This document explains inbound webhooks (data into…
Read the answerMCP & AI
Point Claude, ChatGPT, or your own agent at RevSure through MCP.
RevSure AI Model Inputs and Logic FAQ's
RevSure's ML engine ingests data from across the GTM stack, including CRM, marketing automation, sales automation, website analytics, ad platforms,…
Read the answerRevSure MCP Setup Guide for ChatGPT (Workspace Admin)
This guide sets up the RevSure MCP server in ChatGPT for workspace admins. You need admin access to a ChatGPT Teams or Enterprise workspace, a…
Read the answerRevSure — MCP Connector Setup Guide with Claude
This guide connects the RevSure MCP server to Claude. A Claude Team or Enterprise Owner first enables custom connectors, then adds RevSure using the…
Read the answerSecurity & compliance
PII controls, consent, sub-processors, and the certifications behind them.
AI Security FAQ's
RevSure uses both predictive AI/ML, trained on your GTM data to predict at the lead, account, opportunity, campaign, and channel level, and…
Read the answerImplementation & Security
RevSure's onboarding and security are built for a smooth, transparent implementation with enterprise-grade safeguards. Implementation typically takes…
Read the answerRevSure Data Security FAQ's
This FAQ answers common legal and security questions about RevSure, covering AI usage, PII handling, data protection, and platform-level guarantees.…
Read the answerRevSure Email Compliance FAQ: SendGrid & Sub-processor Controls
RevSure uses Twilio SendGrid as a sub-processor for email delivery, which automatically enforces compliance controls on RevSure's behalf. Every agent…
Read the answerRevSure First-Party Pixel: RudderStack Integration & Consent FAQ
Yes, RevSure uses RudderStack within its implementation stack for event collection. Event processing and storage stay fully within RevSure's…
Read the answerRevSure MCP: Restricted PII & Claude Enterprise
This document explains how RevSure's MCP server handles restricted PII in Claude Enterprise deployments, covering what data the connector can and…
Read the answerData 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…
Read the answerData 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…
Read the answerData Dictionary- Ad
The Ad entity in RevSure's data dictionary represents an individual advertisement from a connected ad platform. This reference describes the Ad…
Read the answerData 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…
Read the answerData 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…
Read the answerData Dictionary- Campaign
The Campaign entity in RevSure's data dictionary represents a marketing campaign record unified across your connected systems. This reference…
Read the answerData 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…
Read the answerData Dictionary- Campaign Influence
The CampaignInfluence entity in RevSure's data dictionary captures how campaigns influenced leads, contacts, and opportunities. This reference…
Read the answerData 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…
Read the answerData 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…
Read the answerData 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…
Read the answerData 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…
Read the answerData 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…
Read the answerData Dictionary- Opportunity
The Opportunity entity in RevSure's data dictionary represents a deal record. This reference describes the Opportunity entity, its fields, and how…
Read the answerData 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.…
Read the answerData Dictionary- Opportunity Partner
The OpportunityPartner entity in RevSure's data dictionary captures partner involvement on an opportunity. This reference describes the entity, its…
Read the answerData 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…
Read the answerData Dictionary- Person
The Person entity in RevSure's data dictionary represents an individual, resolved from duplicate records across your source systems into one unified…
Read the answerData Dictionary- Product
The Product entity in RevSure's data dictionary represents a product or offering tied to opportunities and revenue. This reference describes the…
Read the answerData 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…
Read the answerReporting 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…
Read the answerReporting 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…
Read the answerReporting 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…
Read the answerReporting 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…
Read the answerReporting 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…
Read the answerReporting 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…
Read the answerReporting 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,…
Read the answerReporting 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…
Read the answerRevSure's Entity Resolution Framework
RevSure's Entity Resolution Framework deduplicates and reconciles records across your source systems so that duplicate, mismatched, and conflicting…
Read the answerRevSure'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…
Read the answerCan't find it? Ask a human
A RevSure engineer answers implementation questions on the working session, on your data.