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How to connect Velocify (HTML) with LeadsBridge

Integrate Velocify (HTML) with LeadsBridge



Velocify, Inc. is a cloud computing company headquartered in El Segundo, California that provides cloud-based intelligent sales automation software designed for fast-paced sales environments.

In this article, you'll learn how to connect your LeadsBridge account with Velocify (HTML).

Connect Velocify (HTML) integration

Before you start

  1. Head over to the left sidebar and click on the Create new Bridge button
  2. Select your integrations in the selectors
  3. Click on the Continue button at the bottom right

Authorize Velocify (HTML) integration

Setup your Velocify (HTML) integration

  1. Click on Connect Velocify (HTML)
  2. Click on Create new integration to connect your Velocify (HTML) (or select an existing one from the dropdown if you already connected it)
  3. A popup wil be opened where you can authorize the Velocify (HTML) integration
  4. Fill HTML form code field to connect Velocify (HTML) with LeadsBridge
  5. Click on the Authorize button
  6. You can choose a name for this Velocify (HTML) and LeadsBridge integration (you can also edit it later)
  7. Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
  8. Now that your Velocify (HTML) is connected, you can continue with the set-up of your bridge

Configuration details for Velocify (HTML)

Other Info

How can I find the HTML form? Login on your Velocify account and follow the steps on their official documentation []

Which entity concepts we support for Velocify (HTML)

With LeadsBridge you may use these entity concepts for Velocify (HTML).

  1. Contact

    Contacts are the people that are used in a Reservation, Check-out or Item Custody.

Which segmentation concepts we support for Velocify (HTML)

With LeadsBridge you may use these segmentation concepts for Velocify (HTML).

  1. Form

    An HTML form is a section of a document containing normal content, markup, special elements called controls (checkboxes, radio buttons, menus, etc.), and labels on those controls. Users generally "complete" a form by modifying its controls (entering text selecting menu items, etc.), before submitting the form to an agent for processing (e.g., to a Web server, to a mail server, etc.)

Do you need help?

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