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DevRev (Actions) Destination

DevRev is a business software company that brings developers (dev) and customers (rev) together in the era of product-led growth. DevRev is building an API-first dev-centric customer relationship management (CRM) platform that uses data, design, and machine intelligence to empower devs to build, support, and grow their revs. Learn more at devrev.ai(link takes you to an external page), Twitter @devrevinc(link takes you to an external page), and Medium(link takes you to an external page).

The DevRev destination uses Segment's action framework to take action in your DevOrg when particular events or activity is sent from enabled Segment Sources.

DevRev Destination (Actions) use cases

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With this destination, website or external events can trigger action within DevRev.

For example:

  • When a user requests a demo, DevRev creates a work ticket or issue with the details
  • When a user fills out a form, create a RevUser (lead) object
  • Track user events within DevRev

Getting started

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To set up the DevRev (Actions) destination, follow these steps:

  1. Generate an API key from the DevRev app(link takes you to an external page). Be sure you're in the DevOrg you want the events sent to and then navigate to Settings (the gear in the top left) > Account > New Token. Copy this API key, as you'll need it when setting up your DevRev (Actions) destination in Segment.
  2. Open the Segment web app, click Catalog, then click Destinations.
  3. Search for DevRev (Actions) and click it.
  4. Click Configure DevRev.
  5. Select an existing Source to connect to DevRev (Actions).
  6. Give it a name and choose how to configure the destination.
  7. The email blacklist is a comma separated list of domains that you want the integration to consider personal (vs business) email addresses.

Accounts, domains, emails, and the blacklist

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By default, the createRevUser function will create a new RevUser (Contact) object in DevRev. This contact will be associated with an Account as well, based on the following rules:

  1. If the email address is a personal email address (defined by having a domain in the domain blacklist), then the Account will be searched for using the email address specifically (for example, test@gmail.com would look for an account with external_ref of test@gmail.com).
  2. If the email address is a company address (not having a domain in the domain blacklist), then DevRev looks for an account with the company domain. If found, the RevUser will be attached to this Account. If there is no existing account, a new one will be created with the company domain (for example, DevRev would add test@company.com under the Account with the domain company.com).