Documentation Index

Fetch the complete documentation index at: https://documents.revsure.ai/llms.txt

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Adding Data Source

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In this page, you can add data source that needs to be integrated with RevSure. You can also review mapping of your instance to RevSure entities and sync historical data to build dashboards.


At present, RevSure supports data integration from the following data sources. You can begin by selecting the data source you want to configure.
Note: You can only integrate one instance of a datasource.

Salesforce - The CRM software that helps you connect sales, service, marketing, commerce, and IT, and personalise experiences for your customers.
HubSpot - Offers a full platform of marketing, sales, customer service, and CRM software
Pardot - Pardot marketing automation (MA) solution by Salesforce enables organizations to track and measure the effectiveness of their marketing communications, gain insight into user behavior, and customize content across campaigns based on user-specified criteria.
Marketo - Leverages behavioural data, built-in intelligence, and journey flows to identify, engage, and accelerate customer journeys.