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How to connect WooCommerce with Velocify

Connect WooCommerce to Velocify with LeadsBridge

WooCommerce » Velocify

In this article, you'll learn how to set up the bridge and connect WooCommerce to My CRM Example 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 the Create new Bridge green button
  2. You'll be taken to the first step of the bridge creation

Step 1: Choose the apps you want to connect

  1. Choose WooCommerce as the source for your bridge
  2. Choose Velocify as the destination for your bridge
  3. Click on the Continue button
  4. At this point you can choose a name for your bridge (this will only be visible inside LeadsBridge and you can also edit it later)

Step 2: Configure your WooCommerce with Velocify

Step 2.A: Setup your WooCommerce integration

  1. Click on Connect WooCommerce
  2. Click on Create new integration to connect your WooCommerce (or select an existing one from the dropdown if you already connected it)
  3. A popup wil be opened where you can authorize the WooCommerce integration
  4. Fill URL, Consumer key, Consumer secret field to connect WooCommerce with LeadsBridge
  5. Click on the Authorize button
  6. You can choose a name for this WooCommerce 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 WooCommerce is connected, you can continue with the set-up of your bridge

Step 2.B: Configuration details for WooCommerce

How to get URL, Consumer key, Consumer secret

Usually, when you are setting up the WooCommerce integration you just use the base URL which would be: [a=https://www.retireearly365.com]https://www.retireearly365.com/[/a]
In order to find the Consumer Key and the Consumer Secret you should follow these steps:

1. Log in into WooCommerce.
2. Go on Settings > Advanced > REST API.
3 Select Add Key and add a Description. Please select the User you would like to generate a key for in the drop-down.
4. Select a level of access for this API key and Select Generate API Key. In this way, WooCommerce creates API keys for that user.
5. Copy/paste the Consumer key/secret into LeadsBridge. ( Learn more)

Step 2.C: Setup your Velocify integration

  1. Click on Connect Velocify
  2. Click on Create new integration to connect your Velocify (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 integration
  4. Fill Client ID, Campaign ID field to connect Velocify with LeadsBridge
  5. Click on the Authorize button
  6. You can choose a name for this Velocify 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 is connected, you can continue with the set-up of your bridge

Step 2.D: Configuration details for Velocify

How to get Client ID, Campaign ID

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.
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.

Step 2.E: Email Receipt (Optional)

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

Step 3: Fields Mapping

Here you'll be able to map your WooCommerce information with your Velocify fields.

  1. You will have Velocify fields on the left. Match the information you wish to pass align from WooCommerce
  2. Based on Velocify functionality, some fields might be required; if this is the case, you can identify those fields with a * (star), so be sure to map all them
  3. You can also use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on.
  4. You may leave blank the box of a field's information you don't want to send through. Clicking on the Show unmapped fields button you will have visibility on all the available fields still not mapped

Step 3.A: Leads Filter (Optional)

If you'd like you could add a filter for incoming leads. This filter will sync only leads that meet the configured conditions

  1. Click on the link Add Filter for Incoming Leads on the top left
  2. A popup wil be opened where you can configure the filter
  3. You can define a series of condition to filter the leads. The lead will be synced only when all the conditions will be met
  4. Once finished, click the Save Changes button to switch back to the Fields Mapping to continue with the bridge configuration

Step 3.B Test Connection (Optional)

Once you’ve mapped all the fields that you need, if available, you can run a test of your connection by clicking on the Test Connection button.

Step 4: Save and Publish

  • Click on the Save and publish button

Congratulations! Now your bridge is up and running

Do you need help?

Here some additional resources:

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