Connectors in Revlitix help you bring in data from various tools and platforms—like CRMs, ad channels, analytics tools, and more—so you can analyze everything in one place.
This article explains what connectors are and how to use them inside Revlitix.
Step 1: Open the Integrations Module
Log in to your Revlitix account.
Go to the Integrations module from the main navigation menu.
Step 2: Explore the Connectors Tab
Once inside the Integrations module, click on the Connectors tab at the top.
You’ll see a complete list of:
Connected Integrations – tools you've already integrated with Revlitix.
Available Integrations – tools that are supported but not yet connected.
Step 3: Understand Integration Cards
Each integration card shows:
The name of the tool or platform (e.g., Salesforce, Meta Ads).
The status (Connected / Not Connected).
A Connect or Add Profile button depending on the stage of integration.
Why Are Connectors Important?
Connectors are the foundation of how Revlitix works. Once your data sources are connected:
Revlitix starts syncing data in real time (based on the refresh interval you set)
You can start building dashboards, generating insights, and automating reporting
1. Search Functionality
Use the search bar to quickly find and select the integration you need. This tool is designed for efficiency and ease of use.
2. Selection Options
A dropdown menu is available to choose integrations. It includes the following options:
'Select All': Allows you to select multiple integrations at once.
'Clear': Quickly clears your selections.
Additionally, this menu has a search field to streamline finding specific integrations.
3. Connected Integrations Card
This area displays all the channels you have recently integrated with. It's a quick reference point to see your current integrations.
4. Integration Details
By clicking on an individual integration, you can access detailed information about it.
This includes basic information and specifics about various fields used by the integration.
5. CRM Channel Information
The platform provides essential information and details on field mappings for CRM channels, offering a deeper understanding of how these integrations work.
The mappings' details include mapping name, description, and No. Of fields, Last updated, and the Sync button.
By following this guide, you can efficiently navigate the Connectors section and make the most of its features to manage your integrations effectively.