CRM Fields for Rep.ai Influence (Contact)
Rep.ai creates the following properties on your Salesforce Contact and HubSpot Contact objects, and updates them per the logic described below.
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Rep.ai creates the following properties on your Salesforce Contact and HubSpot Contact objects, and updates them per the logic described below.
Last updated
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Field Name: Engagement Status
Field Type: Long text (comma separated) or multi-picklist field
Salesforce “multi picklist” (Multi-select picklist)
Description: Populates values that signify any engagement a Contact has had with the website or Rep.ai.
Values
Detected - Contact was detected on the website.
Chat - Contact submitted text in the chat widget.
Video Chat - A live video call within the chat widget occurred with Contact.
Audio Chat - A live audio call within the chat widget occurred with Contact.
User Viewed Session - A user from your team viewed a visitor session attached to Contact.
Inbound Call - Contact requested help from the chat widget.
Outgoing Call - A user from your team called Contact using the chat widget.
Journey Presented - Contact was presented a chat journey.
Journey Engaged - Contact engaged (clicked, responded to, or watched a video within) with a chat journey.
Form Filled - Contact filled out a form in. the chat widget.
Meeting Booked - Contact booked a meeting through the Rep.ai scheduler, either within the chat widget or through a dedicated booking page.
Field Name: Web URLs Visited
Field Type: Long text field (separated via single space) (Salesforce = “textarea”)
Description: A raw capture of all marketing site URLs visited by Contact, including query strings.
Values: Any URL visited displayed as “[remainder of URL] https://[remainder of URL and other URLs separated by single space]”
Field Name: High-intent URLs Visited
Field Type: mutli-select picklist
Description: This field shows picklist values based on a list maintained by the user in Rep.ai Spotlight for high-intent pages. These are custom, where the list includes pages the user has identified in Rep.ai Spotlight.
Values (for example):
Pricing
Demo
Field Name: First Detected
Description: This field reflects the first date Contact was detected on the website.
Field Type: Date
Field Name: First Engaged
Description: This field reflects the first date the Contact was engaged either with a live chat or a journey. Requires that the Contact took action in some way.
Field Type: Date
Field Name: Last Detected:
Description: This field reflects the last date a Contact was detected on the website.
Field Type: Date
Field Name: Last Engaged:
Description: This field reflects the last date the Contact was engaged either with a live chat or a journey. Requires that the Contact took action in some way.
Field Type: Datect C
Field Name: Last UTM Source Detected:
Description: Take last detected ?utm_source=xyz and write to this field as xyz and overwrite previous values when new ones are detected
Field Type: short text
Values
[Custom Value]
Field Name: Last UTM Medium Detected:
Description: Take last detected ?utm_medium=xyz and write to this field as xyz and overwrite previous values when new ones are detected
Field Type: short text
Values
[Custom Value]
Field Name: Last UTM Campaign Detected:
Description: Take last detected ?utm_campaign=xyz and write to this field as xyz and overwrite previous values when new ones are detected
Field Type: short text
Values
[Custom Value]
Field Name: Last UTM Term Detected:
Description: Take last detected ?utm_term=xyz and write to this field as xyz and overwrite previous values when new ones are detected
Field Type: short text
Values
[Custom Value]
Field Name: Last UTM Content Detected:
Description: Take last detected ?utm_content=xyz and write to this field as xyz and overwrite previous values when new ones are detected
Field Type: short text
Values
[Custom Value]