---
title: "CRM Data Automation"
slug: "crm-data-automation"
updated: 2026-09-29T07:46:41Z
published: 2026-09-29T07:46:41Z
canonical: "documents.revsure.ai/crm-data-automation"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://documents.revsure.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# CRM Data Automation

## Overview

CRM Data Automation enables RevSure intelligence to be written back directly to your CRM across **Lead/Contact, Account, Opportunity, and Campaign** records.

RevSure combines CRM, marketing, campaign, engagement, and other connected GTM data to generate insights such as propensity scores, engagement signals, funnel intelligence, attribution metrics, campaign performance, and recommended actions.

Writing these insights back to the CRM allows Sales, Marketing, RevOps, and Customer Success teams to use RevSure intelligence within their existing workflows without needing to switch between systems.

Administrators can choose which RevSure fields should be written back and map them to corresponding CRM fields.

> **Best Practice:** Create a dedicated **RevSure Intelligence** section on each CRM object to clearly separate RevSure-generated intelligence from native CRM data.

---

# Lead / Contact

Lead and Contact writeback provides sellers and marketing teams with RevSure's latest prioritization, engagement, funnel, persona, and marketing intelligence for each person.

## Identification & Sync

| Field | Field Type | Description |
| --- | --- | --- |
| RevSure Lead ID | Text | Unique identifier assigned by RevSure to the Lead or Contact. This can be used for record reconciliation, troubleshooting, integrations, and linking CRM records back to RevSure. |
| RevSure Account ID | Text | Unique RevSure identifier for the Account associated with the Lead or Contact. |
| RevSure Last Updated | Date/Time | Date and time when RevSure most recently updated intelligence on this CRM record. |
| RevSure Data Last Refreshed | Date/Time | Date and time of the latest RevSure data refresh used to calculate the values written to the CRM. |

## Funnel & Lifecycle

| Field | Field Type | Description |
| --- | --- | --- |
| RevSure Funnel Stage | Picklist/Text | Current RevSure funnel stage for the Lead based on the customer's configured funnel definitions. |
| RevSure Previous Funnel Stage | Picklist/Text | Funnel stage immediately preceding the Lead's current RevSure funnel stage. |
| RevSure Funnel Stage Entered Date | Date/Time | Date and time when the Lead most recently entered its current funnel stage. |
| RevSure Last Funnel Progression Date | Date/Time | Most recent date on which the Lead progressed from one configured funnel stage to another. |
| RevSure Days in Current Stage | Number | Number of days the Lead has remained in its current funnel stage. Useful for identifying stalled Leads. |
| RevSure Funnel Velocity | Number | Measure representing how quickly the Lead is progressing through the configured funnel. |
| RevSure Funnel Velocity Tag | Picklist | Easy-to-consume classification of the Lead's funnel progression velocity. |
| RevSure Leakage Status | Boolean | Indicates whether the Lead has exited or leaked from the expected funnel progression. |
| RevSure Leakage Stage | Picklist/Text | Identifies the funnel stage at which the Lead leaked or stopped progressing. |

## Prioritization & Propensity

| Field | Field Type | Description |
| --- | --- | --- |
| RevSure Lead Priority | Picklist | RevSure prioritization classification, such as High, Medium, or Low, helping sellers determine which Leads deserve attention first. |
| RevSure Pipeline Propensity | Percentage | Estimated probability that the Lead will progress to the customer's configured pipeline stage. |
| RevSure Booking Propensity | Percentage | Estimated probability that the Lead will eventually progress to a booking or closed-won outcome. |
| RevSure Pipeline Propensity Score | Number | Numeric representation of the Lead's pipeline conversion propensity that can be used for sorting, filtering, routing, and automation. |
| RevSure Booking Propensity Score | Number | Numeric representation of the Lead's predicted likelihood of reaching a booking outcome. |
| RevSure Top Positive Factor | Text | Most important positive factor contributing to the Lead's current prioritization or propensity. |
| RevSure Top Negative Factor | Text | Most important negative factor reducing the Lead's current prioritization or propensity. |
| RevSure Prioritization Reason | Long Text | Human-readable explanation summarizing why RevSure assigned the Lead its current priority. |
| RevSure Recommended Action | Long Text | Recommended action based on the Lead's current engagement, funnel position, and available RevSure intelligence. |
| RevSure Next Best Action | Long Text | Recommended next marketing or sales action intended to improve the probability of further funnel progression. |

## Engagement Intelligence

| Field | Field Type | Description |
| --- | --- | --- |
| RevSure Engagement Score | Number | Aggregated measure of the Lead's engagement based on activities and marketing interactions available to RevSure. |
| RevSure Engagement Level | Picklist | Simplified engagement classification, such as High, Medium, or Low, that makes the engagement score easier for CRM users to interpret. |
| RevSure Engagement Velocity | Number | Measures how the Lead's recent engagement compares with their previous engagement activity. |
| RevSure Engagement Velocity Tag | Picklist | Classification describing recent engagement momentum, such as Surging, Heating Up, Stable, or Cooling. |
| RevSure Last Engagement Date | Date/Time | Date and time of the most recent engagement RevSure has associated with the Lead. |
| RevSure Days Since Last Engagement | Number | Number of days since the Lead's most recent tracked engagement. |
| RevSure Recency Tag | Picklist | Classification indicating how recently the Lead has engaged with the organization. |
| RevSure Total Activities | Number | Total number of qualifying sales, marketing, web, meeting, or other activities associated with the Lead. |
| RevSure Total Campaign Touches | Number | Number of campaign interactions RevSure has associated with the Lead. |
| RevSure Engaged Channels | Multi-Select/Text | Marketing and sales channels through which the Lead has engaged, such as Paid Search, Email, Events, or Organic Web. |
| RevSure Multi-Channel Engagement | Boolean | Indicates whether meaningful Lead engagement has occurred across multiple GTM channels. |
| RevSure Multi-Channel Engagement Tag | Picklist | Classification describing the Lead's level of cross-channel engagement. |
| RevSure High Intent Activity | Boolean | Indicates whether RevSure has detected activity classified as showing higher purchase or evaluation intent. |
| RevSure High Intent Activity Tag | Picklist | Classification summarizing the presence or strength of high-intent activity. |
| RevSure Meeting / Call Activity | Boolean | Indicates whether relevant meeting or call activity has been detected for the Lead. |
| RevSure Meeting / Call Tag | Picklist | Classification summarizing recent meeting or call engagement. |

## Campaign & Attribution

| Field | Field Type | Description |
| --- | --- | --- |
| RevSure First Touch Campaign | Text | First campaign associated with the Lead's tracked buyer journey based on the configured attribution methodology. |
| RevSure First Touch Channel | Text | Marketing channel associated with the Lead's first attributed campaign interaction. |
| RevSure First Touch Date | Date/Time | Date of the first attributed campaign interaction associated with the Lead. |
| RevSure Last Touch Campaign | Text | Most recent campaign credited before the applicable funnel conversion or outcome. |
| RevSure Last Touch Channel | Text | Channel associated with the Lead's most recent attributed marketing touch. |
| RevSure Last Touch Date | Date/Time | Date of the most recent attributed campaign interaction. |
| RevSure Most Influential Campaign | Text | Campaign identified as having significant influence on the Lead's journey based on the configured attribution approach. |
| RevSure Most Influential Channel | Text | Channel associated with significant influence on the Lead's progression. |
| RevSure Campaign Responsiveness | Number | Measure of how strongly the Lead responds to campaign interactions. |
| RevSure Campaign Responsiveness Tag | Picklist | Simplified classification of the Lead's responsiveness to marketing campaigns. |

## Persona & ICP

| Field | Field Type | Description |
| --- | --- | --- |
| RevSure Buyer Persona | Picklist/Text | Buyer persona assigned to the Lead based on the customer's configured persona definitions. |
| RevSure Buyer Role | Picklist/Text | Role the Lead is likely to play within the buying committee, such as Champion, Executive/Budget Holder, Technical Evaluator, User, or Procurement. |
| RevSure ICP Status | Boolean | Indicates whether the Lead meets the configured Ideal Customer Profile criteria. |
| RevSure ICP Tag | Picklist | Classification describing the Lead's ICP alignment. |
| RevSure Persona Confidence | Percentage | Confidence associated with the assigned buyer persona when a confidence measure is available. |

---

# Account

Account writeback aggregates RevSure intelligence across people, campaigns, activities, opportunities, and other signals associated with an Account.

## Identification & Sync

| Field | Field Type | Description |
| --- | --- | --- |
| RevSure Account ID | Text | Unique identifier assigned to the Account within RevSure. |
| RevSure Last Updated | Date/Time | Date and time when RevSure most recently updated the CRM Account. |
| RevSure Data Last Refreshed | Date/Time | Latest RevSure data refresh used to calculate the Account intelligence. |

## Account Prioritization

| Field | Field Type | Description |
| --- | --- | --- |
| RevSure Account Priority | Picklist | Overall account prioritization, such as High, Medium, or Low, to help GTM teams determine which Accounts deserve attention. |
| RevSure Fit Propensity | Percentage | Indicates how closely the Account resembles organizations that historically match the customer's desired or successful account profile. |
| RevSure 3-Month Propensity | Percentage | Estimated near-term propensity based on account engagement momentum and other available signals. |
| RevSure Pipeline Propensity | Percentage | Estimated probability that activity associated with the Account will result in pipeline generation. |
| RevSure Booking Propensity | Percentage | Estimated probability that the Account will ultimately contribute to a booking outcome. |
| RevSure Account Priority Reason | Long Text | Human-readable explanation of the signals and factors contributing to the Account's current priority. |
| RevSure Top Positive Factor | Text | Strongest positive factor contributing to Account prioritization. |
| RevSure Top Negative Factor | Text | Strongest negative factor affecting Account prioritization. |
| RevSure Recommended Action | Long Text | Recommended action based on the Account's current engagement, propensity, and buying-group signals. |
| RevSure Next Best Action | Long Text | Suggested next engagement intended to increase the Account's probability of progressing. |

## Account Engagement

| Field | Field Type | Description |
| --- | --- | --- |
| RevSure Account Engagement Score | Number | Aggregated engagement measure across known contacts and activities associated with the Account. |
| RevSure Engagement Level | Picklist | Simplified classification of overall Account engagement. |
| RevSure Engagement Velocity | Number | Measures how recent Account engagement compares with activity in an earlier period. |
| RevSure Engagement Velocity Tag | Picklist | Classification such as Surging, Heating Up, Stable, or Cooling based on engagement momentum. |
| RevSure Last Engagement Date | Date/Time | Most recent engagement associated with any qualifying person or activity within the Account. |
| RevSure Days Since Last Engagement | Number | Number of days since the latest qualifying Account engagement. |
| RevSure Total Activities | Number | Total number of qualifying activities associated with people in the Account. |
| RevSure Total Campaign Touches | Number | Total campaign interactions associated with contacts belonging to the Account. |
| RevSure Engaged Contact Count | Number | Number of known contacts within the Account that have recorded qualifying engagement. |
| RevSure Engaged Channels | Multi-Select/Text | Channels through which contacts associated with the Account have engaged. |
| RevSure High Intent Status | Boolean | Indicates whether RevSure has detected high-intent activity within the Account. |
| RevSure Multi-Channel Engagement | Boolean | Indicates whether the Account is actively engaging across multiple GTM channels. |

## Buying Group Intelligence

| Field | Field Type | Description |
| --- | --- | --- |
| RevSure Buying Group Size | Number | Number of people identified as potential members of the Account's buying group. |
| RevSure Engaged Buying Group Size | Number | Number of identified buying-group members who have recorded meaningful engagement. |
| RevSure Executive Engagement | Boolean | Indicates whether an Executive or Budget Holder persona has engaged. |
| RevSure Champion Identified | Boolean | Indicates whether RevSure has identified an engaged Champion or Internal Driver. |
| RevSure Technical Persona Engaged | Boolean | Indicates whether a Technical, IT, or Security persona has engaged. |
| RevSure User Persona Engaged | Boolean | Indicates whether potential end-user personas have engaged. |
| RevSure Procurement Persona Engaged | Boolean | Indicates whether Procurement, Legal, or Risk stakeholders have engaged. |
| RevSure Buying Group Coverage | Percentage | Represents how much of the expected buying committee is identified and/or engaged. |
| RevSure Multi-Threading Status | Picklist | Indicates the degree to which engagement is distributed across multiple stakeholders rather than concentrated on a single contact. |

## Marketing & Attribution

| Field | Field Type | Description |
| --- | --- | --- |
| RevSure First Touch Campaign | Text | Earliest attributed campaign associated with contacts belonging to the Account. |
| RevSure Last Touch Campaign | Text | Most recent attributed campaign associated with the Account's journey. |
| RevSure Most Influential Campaign | Text | Campaign identified as having significant influence on Account engagement or funnel progression. |
| RevSure Most Influential Channel | Text | Marketing channel associated with significant Account influence. |
| RevSure Campaign Touch Count | Number | Total number of campaign interactions associated with the Account. |
| RevSure Marketing Engagement Level | Picklist | Overall classification of the Account's marketing engagement. |

## Pipeline & Revenue

| Field | Field Type | Description |
| --- | --- | --- |
| RevSure Open Opportunity Count | Number | Number of currently open opportunities associated with the Account. |
| RevSure Open Pipeline Value | Currency | Total value of open pipeline currently associated with the Account. |
| RevSure Generated Pipeline Value | Currency | Total pipeline value generated from the Account within the applicable reporting scope. |
| RevSure Generated ARR | Currency | Annual recurring revenue generated from opportunities associated with the Account. |
| RevSure Closed Won Value | Currency | Total value of closed-won opportunities associated with the Account. |
| RevSure Expansion Potential | Currency/Number | Estimated potential for additional revenue or expansion where an applicable model is enabled. |
| RevSure Account Revenue Status | Picklist | Classification representing the Account's current revenue or customer lifecycle state. |

---

# Opportunity

Opportunity writeback places RevSure deal prioritization, engagement, risk, marketing influence, and AI-generated intelligence directly on the CRM Opportunity.

## Identification & Sync

| Field | Field Type | Description |
| --- | --- | --- |
| RevSure Opportunity ID | Text | Unique identifier assigned to the Opportunity within RevSure. |
| RevSure Account ID | Text | RevSure identifier for the Account associated with the Opportunity. |
| RevSure Last Updated | Date/Time | Date and time RevSure most recently updated Opportunity intelligence in the CRM. |

## Opportunity Prioritization & Health

| Field | Field Type | Description |
| --- | --- | --- |
| RevSure Opportunity Priority | Picklist | Prioritization such as High, Medium, or Low based on the Opportunity's current RevSure intelligence. |
| RevSure Booking Probability | Percentage | RevSure's estimated probability that the Opportunity will convert to a booking or closed-won outcome. |
| RevSure Booking Propensity Score | Number | Numeric version of booking propensity suitable for CRM sorting, filtering, reporting, and automation. |
| RevSure Deal Health | Picklist | Overall classification of the Opportunity's health based on available engagement and deal signals. |
| RevSure Deal Risk | Picklist | Classification indicating the current level of risk associated with the Opportunity. |
| RevSure Top Positive Factor | Text | Most important positive factor contributing to the Opportunity's likelihood of conversion. |
| RevSure Top Negative Factor | Text | Most important negative factor affecting the Opportunity's likelihood of conversion. |
| RevSure Risk Factors | Long Text | Summary of the primary signals currently increasing risk for the Opportunity. |
| RevSure Positive Factors | Long Text | Summary of the signals positively contributing to Opportunity progression. |
| RevSure Prioritization Reason | Long Text | Human-readable explanation of why RevSure assigned the Opportunity its current priority. |

## Opportunity Engagement

| Field | Field Type | Description |
| --- | --- | --- |
| RevSure Opportunity Engagement Score | Number | Aggregated measure of engagement associated with contacts and activities related to the Opportunity. |
| RevSure Engagement Level | Picklist | Simplified High, Medium, or Low representation of Opportunity engagement. |
| RevSure Engagement Velocity | Number | Measures whether engagement around the Opportunity is increasing or decreasing. |
| RevSure Last Engagement Date | Date/Time | Date of the latest qualifying interaction associated with the Opportunity. |
| RevSure Days Since Last Engagement | Number | Number of days since the Opportunity's latest qualifying engagement. |
| RevSure Campaign Touch Count | Number | Number of marketing campaign interactions associated with the Opportunity and its related contacts. |
| RevSure Activity Count | Number | Number of qualifying activities associated with the Opportunity. |
| RevSure Meeting Count | Number | Number of meetings or calls associated with the Opportunity. |
| RevSure Engaged Contact Count | Number | Number of Opportunity contacts with qualifying engagement. |
| RevSure Multi-Threading Status | Picklist | Indicates whether the Opportunity has engagement across multiple stakeholders or is dependent on a limited number of contacts. |

## Deal Intelligence

| Field | Field Type | Description |
| --- | --- | --- |
| RevSure Deal Summary | Long Text | AI-generated summary of important activity, engagement, and deal signals associated with the Opportunity. |
| RevSure Deal Risk Summary | Long Text | Summary of the primary risks and negative signals detected for the Opportunity. |
| RevSure Engagement Summary | Long Text | Summary of recent engagement and interaction patterns associated with the Opportunity. |
| RevSure Key Pain Points | Long Text | Customer pain points identified from available conversation and engagement intelligence. |
| RevSure Key Topics | Long Text | Important topics detected across available customer interactions. |
| RevSure Objections | Long Text | Customer objections identified from available meeting or conversation intelligence. |
| RevSure Competitor Mentions | Multi-Select/Text | Competitors identified in available customer interactions. |
| RevSure Sentiment | Picklist/Number | Current customer sentiment derived from supported interaction data. |
| RevSure Next Steps | Long Text | Important next steps identified from available customer interactions. |
| RevSure Recommended Action | Long Text | Recommended seller action based on the Opportunity's current signals and intelligence. |

## Marketing Influence

| Field | Field Type | Description |
| --- | --- | --- |
| RevSure First Touch Campaign | Text | First attributed marketing campaign associated with the Opportunity's buyer journey. |
| RevSure Last Touch Campaign | Text | Most recent attributed marketing campaign associated with the Opportunity. |
| RevSure Most Influential Campaign | Text | Campaign identified as having significant influence on Opportunity creation or progression. |
| RevSure Most Influential Channel | Text | Channel associated with significant marketing influence on the Opportunity. |
| RevSure Pre-Opportunity Campaign Touches | Number | Number of qualifying campaign touches occurring before Opportunity creation. |
| RevSure Post-Opportunity Campaign Touches | Number | Number of qualifying campaign touches occurring after Opportunity creation. |
| RevSure Pre-Opportunity Attributed Pipeline | Currency | Pipeline value attributed to qualifying marketing interactions occurring before Opportunity creation. |
| RevSure Post-Opportunity Attributed ARR | Currency | ARR attributed to qualifying marketing interactions occurring after Opportunity creation. |

---

# Campaign

Campaign writeback enriches CRM Campaign records with normalized campaign attributes, engagement, funnel generation, attribution, ROI, and effectiveness metrics calculated by RevSure.

## Campaign Identification & Classification

| Field | Field Type | Description |
| --- | --- | --- |
| RevSure Campaign ID | Text | Unique identifier assigned to the Campaign within RevSure. |
| RevSure Parent Campaign | Text | Parent campaign associated with the Campaign after RevSure campaign hierarchy and normalization rules are applied. |
| RevSure Campaign Channel | Picklist/Text | Standardized marketing channel assigned by RevSure, enabling consistent reporting across campaign sources. |
| RevSure Campaign Sub-Channel | Picklist/Text | More granular channel classification assigned to the Campaign. |
| RevSure Campaign Type | Picklist/Text | Standardized campaign type used by RevSure for campaign reporting and analysis. |
| RevSure Last Updated | Date/Time | Date and time RevSure most recently updated the CRM Campaign. |

## Campaign Performance

| Field | Field Type | Description |
| --- | --- | --- |
| RevSure Spend | Currency | Total campaign spend available to RevSure for the applicable reporting period. |
| RevSure Impressions | Number | Number of impressions recorded for the Campaign from the connected advertising or marketing platform. |
| RevSure Clicks | Number | Number of recorded clicks associated with the Campaign. |
| RevSure Responses | Number | Number of qualifying campaign responses identified by RevSure. |
| RevSure Engaged Leads | Number | Number of Leads/Contacts with qualifying engagement associated with the Campaign. |
| RevSure Engaged Accounts | Number | Number of unique Accounts with qualifying engagement associated with the Campaign. |
| RevSure Campaign Engagement Rate | Percentage | Percentage representing campaign engagement relative to the applicable audience or interaction population. |
| RevSure Cost per Lead | Currency | Campaign spend divided by the applicable generated Lead volume. |
| RevSure Cost per Pipeline | Currency | Campaign spend relative to the pipeline generated by the Campaign. |

## Funnel Generation

| Field | Field Type | Description |
| --- | --- | --- |
| RevSure Generated Lead Volume | Number | Number of Leads generated and associated with the Campaign under the applicable generation definition. |
| RevSure Generated MQL Volume | Number | Number of Marketing Qualified Leads generated by the Campaign based on the configured funnel. |
| RevSure Generated Opportunity Volume | Number | Number of Opportunities generated and associated with the Campaign. |
| RevSure Generated Pipeline Volume | Number | Number of pipeline records generated and associated with the Campaign. |
| RevSure Generated Pipeline Value | Currency | Total monetary value of pipeline generated and associated with the Campaign. |
| RevSure Generated Booking Volume | Number | Number of booking or closed-won outcomes generated and associated with the Campaign. |
| RevSure Generated Booking Value | Currency | Total booking value generated and associated with the Campaign. |
| RevSure Generated ARR | Currency | Annual recurring revenue associated with Campaign-generated outcomes. |

## Attribution

RevSure supports multiple attribution approaches. Because attribution represents how credit is assigned to marketing interactions, the selected attribution model should be clearly defined when writing attributed metrics back to the CRM.

| Field | Field Type | Description |
| --- | --- | --- |
| RevSure First Touch Pipeline | Currency | Pipeline value credited to the Campaign when it represents the first qualifying marketing touch in the buyer journey. |
| RevSure First Touch Booking | Currency | Booking value credited to the Campaign under First Touch attribution. |
| RevSure Last Touch Pipeline | Currency | Pipeline value credited when the Campaign represents the last qualifying marketing touch before the applicable conversion. |
| RevSure Last Touch Booking | Currency | Booking value credited to the Campaign under Last Touch attribution. |
| RevSure Influenced Pipeline | Currency | Pipeline value associated with records where the Campaign participated in the qualifying buyer journey. |
| RevSure Influenced Booking | Currency | Booking value associated with records where the Campaign participated in the qualifying buyer journey. |
| RevSure Linear Attributed Pipeline | Currency | Pipeline credit allocated to the Campaign using Linear multi-touch attribution. |
| RevSure Linear Attributed Booking | Currency | Booking credit allocated to the Campaign using Linear multi-touch attribution. |
| RevSure U-Shaped Attributed Pipeline | Currency | Pipeline credit allocated to the Campaign using U-Shaped attribution. |
| RevSure U-Shaped Attributed Booking | Currency | Booking credit allocated using U-Shaped attribution. |
| RevSure Attributed Pipeline Volume | Number | Number or allocated share of pipeline outcomes credited to the Campaign under the configured attribution model. |
| RevSure Attributed Pipeline Value | Currency | Pipeline value credited to the Campaign under the configured attribution model. |
| RevSure Attributed Booking Volume | Number | Number or allocated share of booking outcomes credited to the Campaign under the configured attribution model. |
| RevSure Attributed Booking Value | Currency | Booking value credited to the Campaign under the configured attribution model. |

## ROI & Efficiency

| Field | Field Type | Description |
| --- | --- | --- |
| RevSure Pipeline ROI | Percentage/Decimal | Measures pipeline generated or attributed relative to Campaign spend, allowing teams to compare pipeline efficiency across campaigns. |
| RevSure Booking ROI | Percentage/Decimal | Measures booking value generated or attributed relative to Campaign spend. |
| RevSure Cost per Pipeline Dollar | Currency/Decimal | Amount of marketing spend required to generate or attribute one unit of pipeline value. |
| RevSure Cost per Booking Dollar | Currency/Decimal | Amount of marketing spend required to generate or attribute one unit of booking value. |

## Campaign Lift & Effectiveness

| Field | Field Type | Description |
| --- | --- | --- |
| RevSure Conversion Rate | Percentage | Conversion rate observed for the Campaign's applicable exposed or touched population. |
| RevSure Incremental Lift | Percentage | Difference in conversion performance between the Campaign-exposed population and the applicable comparison population. |
| RevSure Lift Percentage | Percentage | Relative improvement in conversion associated with Campaign exposure compared with the comparison population. |
| RevSure Statistical Significance | Boolean/Picklist | Indicates whether the observed campaign lift meets the statistical significance criteria used by the analysis. |
| RevSure Campaign Effectiveness | Picklist | Simplified classification of campaign effectiveness based on the applicable RevSure analysis. |

---

# CRM Data Automation Configuration

Administrators should be able to configure CRM Data Automation at the individual field level.

For each writeback configuration:

1. **Select CRM Object** – Lead, Contact, Account, Opportunity, or Campaign.
2. **Select RevSure Field** – Choose the RevSure intelligence or metric to write back.
3. **Select Destination CRM Field** – Map the RevSure field to an existing or newly created CRM field.
4. **Validate Field Type** – Ensure the RevSure output type is compatible with the destination CRM field.
5. **Enable/Disable Mapping** – Individually control each field mapping.
6. **Monitor Writeback** – Review synchronization status, last updated time, successful updates, and errors.

### Full Dimensions Reference

The tables above cover the fields RevSure writes back to connected CRM/MAP systems. For the complete catalog of all dimensions available in RevSure, across every entity (Lead, Opportunity, Account, Campaign, Activity, Visitor, and more), including data type and description for each, see the reference below.

**📄** [**RevSure Dimensions Reference**](https://docs.google.com/spreadsheets/d/1HSPh0DUilUN1Arlo0IB2iyKkHyX-KTfnWCmgKyCTS1s/edit?usp=sharing) full list of all available dimensions, entity scope, data type, and description. Use this to confirm a field's exact name, type, or definition before mapping it to a CRM/MAP writeback.

## Important Considerations

The exact fields available for CRM Data Automation can vary based on the customer's **RevSure configuration, funnel definitions, connected data sources, CRM schema, enabled models, and licensed capabilities**.

AI-derived fields such as propensity scores, prioritization factors, recommendations, and AI-generated summaries are available only when the corresponding RevSure capabilities are enabled.

Attribution fields should also be configured with the appropriate attribution methodology because First Touch, Last Touch, Influence, Linear, and other multi-touch models can assign different amounts of credit to the same Campaign or Opportunity.