Integrate Velocify 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.

Connect Velocify integration

Head over to the left sidebar and click on Integrations
Click on the Add New button
Enter a recognizable name for your integration
Click on the Browse button
Select "Velocify" from the providers list
Click on the Next button
Enter Client ID and Campaign ID to connect Velocify with LeadsBridge
Click on the Finish button

How to get the Client ID and Campaign ID

In order to find the Client ID, you need to have a Posting URL. You can find it following these steps:

Access the Menu page by clicking on your name in the upper right of the header
Under Administration, click on Campaigns
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.

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.

Which entity concepts we support for Velocify

Lead
A potential client, person or company, that actively shows interest in your offerings.

Common questions for Velocify

How do I send leads to a different Campaign?

Since each integration may have one Campaign ID at most, the best and most used practice is to set up a new integration adding the ID of the campaign you'd like to take advantage of.

Then, connect the new integration to a bridge and start sending leads to your new campaign.

Advanced (and not recommended to most users): you may overwrite the Campaign ID field value by specifying a different value inside the bridge settings, at the Fields Matching step.

How can I add a Custom Field to the bridge?

To add a new Custom Field you should first create it on Velocify, after that follow the steps below to display it on the Field Matching step of the bridge:

Open the bridge and go to the Integration step
Click on Edit near the integration name
Add the Custom Field that you've previously added on Velocify into the Custom Fields section (E.G. Custom_Question_1). The field is not case-sensitive
Match the new field in the Fields Matching step
Send a test lead and check if you see it properly on your Velocity account

If you don’t receive the correct information inside Velocify, we suggest getting in touch with Velocify support and request the HTTP POST for this custom field

Once you receive this information from Velocify, you need to check if it's different from the value that you've added in the Integration field (EG: Custom_Question_1), if so you need to edit it with the right value provided by Velocify support (EG: CustomQuestion1).

If you have any further questions regarding this matter, or if you need help to set up the connection between Velocify with LeadsBridge, do not hesitate to get in touch!

How to connect Velocify with LeadsBridge