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Overview

You will:
  1. Connect the tools your team already uses
  2. Check that people and activities are coming in
  3. Review what each signal is worth
  4. Save a view of your highest scores and act on it

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Step 1: Connect Your Tools

Open Integrations in RevyOps and connect the tools you already use. The more you connect, the more complete each person’s record and score becomes.

Your CRM

HubSpot or Close, on the Enterprise plan. Brings in the contacts and history you already have.

Your sequencers

Instantly, SmartLead, HeyReach, Lemlist, EmailBison, PlusVibe or Sendkit. Brings in sends and replies.

Website visitors

RB2B or Vector. Brings in identified site visits.

Social signals

Trigify, on the Enterprise plan. Brings in social activity from the people you track.

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Step 2: Check People and Activities

Open the People List, which appears in the menu once it’s switched on for your account. Each row is one person, with their contacts from every connected tool shown together. Open a person to see their Timeline: every activity in date order, and the points each one added.
Most tools send a test event when you save the webhook. If nothing shows up, check the integration’s page in these docs for the exact webhook URL to use. A connection that stops sending looks the same as one that never started, so check the date of the most recent activity, not just that the tool shows as connected.

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Step 3: Review Your Scoring

Go to Activities & Scores in the settings menu. The item appears once scoring is switched on for your account, so if it’s missing, ask RevyOps to switch scoring on. Every activity has a scoring rule with a weight, the points each occurrence adds, and a decay profile, how fast those points fade. A rule adds nothing until it is switched on and has a weight other than zero. If the email reply rule still shows “No Score Set Up”, a contact with twenty replies stays at a score of 0. You can change both settings, add your own custom activities, or turn scoring off for an activity. See Activities & Scoring.

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Step 4: Act on the Highest Scores

Filter the People List by score, save it as a view, and connect a Workflow that alerts a rep, calls a webhook or runs your AI agent when someone enters it. Workflows shows in the menu for admins once Workflows is switched on for your account. See Filters and Saved Views.

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Optional: Connect Your Agent or the API

Create an API key on the Keys tab of the Developer page, then:
  • Connect Claude or your own agent over MCP
  • Automate with the REST API, sending the key in the X-API-KEY header
See Authentication for the key types.
Keep your API key private. Anyone with it can read or change data in your workspace.