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  • Advocacy
  • Discovery
  1. Integrations
  2. CRMs

Revinate

PreviousUsing Zapier with MailchimpNextSalesforce

Last updated 2 months ago

Configuring Flip.to and Revinate to share data is simple—below are the instructions on how to do that for and .


Advocacy

The Flip.to platform can automatically pass Advocacy leads into a Revinate contact list in two steps.

  • Create a new contact list in Revinate for Advocacy leads

  • Open up your new contact list, click Upload via API, and use or create the following custom fields:

Field Name
Type
Required
Notes

PROPERTY

Text

The name of the property.

CREATED

Date

The date that the user signed up.

  • Open up your new contact list, click Upload via API and send the token that is displayed to your .

Advocacy data is available 30 days after the user shared their contact information. This window is reserved for the platform to complete the remainder of the user journey.

All data is screened to ensure a clean list—users who unsubscribed, whose emails have bounced or who are covered by privacy regulations (GDPR, CCPA, etc.) will be excluded.


Discovery

The Flip.to platform can automatically pass Discovery leads into a Revinate contact list with custom fields.

  • Create a new contact list in Revinate for Discovery leads

  • Open up that new contact list, click Upload via API, and use or create the following custom fields:

Field Name
Type
Required
Notes

PROPERTY

Text

The name of the property.

CREATED

Date

The date that the planner started planning.

ARRIVAL

Date

The anticipated check-in date.

DEPARTURE

Date

The anticipated check-out date.

BOOKING TYPE

Text

Defines whether the user plans a stay only, or include a flight option.

TRAVELER TYPE

Text

Defines the type of traveler, such as Single, Family, etc.

INTERESTS

Text

A comma delimited string with all user interests.

Discovery data is available 10 days after the lead shared their contact information. This window is reserved for the platform to complete the remainder of the user journey.

All data is screened to ensure a clean list—users who unsubscribed, whose emails have bounced or who are covered by privacy regulations (GDPR, CCPA, etc.) will be excluded.

Open up your new contact list, click Upload via API, and send the token that is displayed to your .

Customer Success Manager
Customer Success Manager
Advocacy
Discovery