This document outlines how RevSure ingests, filters, and processes data from Google Workspace (Gmail and Calendar) to power GTM activity tracking.
Target Account List (TAL)
The Target Account List helps RevSure prioritize and match incoming activity to the right accounts.
How it works
Upload a CSV of root domains (e.g.,
acme.com)Matching is applied across:
Email activity
Calendar activity
Why it matters
Prioritizes high-value accounts in your pipeline
Controls which accounts are eligible for:
Lead creation
Account creation
Activity tracking
Rules: Lead, Account & Activity
This section controls how incoming Google Workspace data translates into CRM records.
Lead Creation Rules
Trigger Condition
Email domain matches:
An existing account, or
A domain in the Target Account List (TAL)
Behavior
Automatically creates leads from email interactions
Prevents duplicate lead creation
Assigns appropriate lead source
Account Creation Rules
Net-New Account Policy
Trigger Condition
Domain matches an entry in the Target Account List (TAL)
Behavior
Creates new accounts only for approved domains (TAL)
Prevents account creation from unknown or low-quality inbound activity
Activity Capture Rules
Email Activity
Trigger Condition
Domain matches:
Existing account, or
Target Account List (TAL)
Behavior
Captures email activity when an external participant is present
Associates activity with the most recent opportunity for the account
Calendar Activity
Trigger Condition
Domain matches:
Existing account, or
Target Account List (TAL)
Behavior
Captures meeting activity when an external participant is present
Associates meetings with the most relevant opportunity
Key Controls & Safeguards
Domain-based gating (TAL) ensures only relevant accounts enter the system
External participant requirement filters out internal-only activity
Controlled account creation keeps CRM clean
Automatic association to opportunities ensures accurate activity tracking
Summary
This configuration ensures that:
Only high-signal, customer-facing interactions are captured
CRM records are created intentionally and accurately
Activity is consistently tied to the right accounts and opportunities