RollWorks & Uberflip Integration Overview

What is the Uberflip Integration?

Integrate your RollWorks and Uberflip platforms so you can identify the account-level or firmographic profile of your site visitors in real time. Powered by RollWorks’ Site Visitor API, mutual RollWorks and Uberflip customers can use RollWorks’ account data to create personalized Uberflip Streams.

Who is eligible to access?

This integration requires a contract with both RollWorks and Uberflip - there are a couple paths to leverage the RollWorks and Uberflip Integration: 

  • RollWorks customers on a Professional or Ultimate package have access to the Site Visitor API, which powers the integration, as part of their subscription. 
  • RollWorks customers on a Starter or Standard package can optionally access the Site Visitor API, which powers the integration by purchasing an add-on to their package. Please contact your Account Manager for pricing details.

Features and Benefits

Features:

  • Direct integration with Uberflip
  • Firmographic or account-level identification of your site visitors in real-time 
  • People to account-level matching

Benefits:

  • Dynamically filter an Uberflip Stream to only show content that matches firmographic data on the current site visitor
  • Automatically populate the visitor’s organization logo on the Uberflip Stream that use the Banner and Logo template
  • Automatically insert values from the visitor’s RollWorks data into variables placed in Hub text (e.g., titles, descriptions, body text, CTAs, etc) 
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