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How to connect Placester with Velocify

Connect Placester to Velocify with LeadsBridge

Placester » Velocify

In this article, you'll learn how to set up the bridge and connect Placester to Velocify using LeadsBridge.

How to set up your bridge step-by-step tutorial

Before you start

  1. Head over to the left sidebar and click on Bridges
  2. You'll be taken to the Bridges section of your account
  3. Click on the Add New button
  4. You'll be taken to the first step of the bridge creation

Step 1: Bridge's Main information

  1. Choose a name for your bridge (this will only be visible inside LeadsBridge)
  2. You may add labels to help you identify your bridge later
  3. Choose Placester as the source for your bridge
  4. Choose Velocify as the destination
  5. Click on the Next button

Step 2: Setup your Placester source

  1. Type in the name you'd like to call your integration
  2. Enter API Key to connect your Placester with LeadsBridge
  3. The Placester API is a robust and efficient RESTful API with full access to all of Placester’s features, you can find more information here:( OPEN LINK)
  4. Select the segment you'd like to use as the source for your leads
  5. Click on the Next button

Step 3: Setup your Velocify destination

  1. Type in the integration's name in the dedicated field
  2. Enter Client ID and Campaign ID to connect Velocify with LeadsBridge
  3. In order to find the Client ID, you need to have a Posting URL. You can find it following these steps:
    1. Access the Menu page by clicking on your name in the upper right of the header
    2. Under Administration, click on Campaigns
    3. Under the main Manage Campaigns page, select the Delivery Instructions/URL link next to the campaign and copy and paste the highlighted area into an e-mail
    Into the Posting URL, you'll be able to find the Client ID. In order to get the Client ID, just copy the green-highlighted part of your URL that you can find in the image, into the Integration field.

    Please note: requests for a URL can only come from an administrator on the account. If you are a lead provider, please contact the company's administrator.
  4. Campaign ID is a unique identifier associated with each of your campaigns, and they are an easy way for you to reference your campaigns. It's the Campaign ID you would like your leads to import under.

    You may find it by accessing the Lead Sources page, under Administration » Lead Sources. IDs are stated at the most left column of the table.
  5. Click on the Next button
  6. You'll now be able to select the destination segment to send your leads to
  7. You may choose to receive an email receipt for each incoming lead.
    • Type the address(es) where you'd like to receive the receipt
    • You may also modify the Subject line of the email
  8. Click on the Next button

Step 4: Fields Mapping

Here you'll be able to map your source information with your destination fields.

You'll see a field name with the destination integration's logo at the top, this indicates the name of the field on Velocify.

Underneath there's a box where you may add the information you'd like to send.

  • Check each of the Velocify fields available
  • Match the information you wish to pass along from Placester
  • You may type the information manually and pass them as a static value
  • Use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on
  • You may also leave blank the box of a field's information you don't want to send through

Custom Fields

  1. If you'd like to add more fields, just look at the bottom of the page
  2. Head over the "Don't find a CRM custom field?" box
  3. Select the field you'd like to add from the dropdown list
  4. Click the Add Custom Field button
  5. The field will appear above
  6. Add the desired information, as you did with the other ones

Once accomplished your desired outcome, just click Next and head to the last step.

Step 5: Test

In this final step, you'll be able to send a lead from LeadsBridge to test if the configuration works properly.

  1. To create a new test lead, fill in the required information when prompted
  2. Click Test Now
  3. To test with a real lead, switch the toogle to "Test with existing lead".
  4. Click Sync Now along the lead you'd like to send
  5. If you did everything right the button will turn green, meaning your lead was synced successfully and the integration is ready
  6. Click Finish to save your settings and turn active your bridge

That's all! Congratulations.

You'll be redirected to the bridges section of your account with a green success message at the top right of the page and your bridge will now be active.

Have you got some questions?

You may want to take a look at the common questions on the respective integration's documentation.

If you have any other questions, or need help to configure your bridge from Placester to Velocify with LeadsBridge, do not hesitate to contact our Support!