Revaluate can integrate with your Firepoint account to pull your contacts in and begin monitoring their scores.
To enabled the Firepoint integration:
First go to the
and the integrations tab and enter your Firepoint "Office ID". Ask your Firepoint account manager if you're unsure what this is.
Second, you need to export your contacts from Firepoint into a CSV file and then upload them into Revaluate. This maps the ID from the Firepoint system into Revaluate so we can push notes to the lead with the Revaluate Score.
Finally, go to the integrations page in your Firepoint dashboard and enable the "Call Center" integration and choose Revaluate for the endpoint option.
A few notes about this integration:
New contacts will be pushed to Revaluate when they are created in Firepoint as long as the final step above (enabling Call Center integration) is completed.
When we identify a very likely mover, we'll create a note on that lead in Firepoint with their Revaluate Score so you can work directly from Firepoint.
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