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velocify

Velocify integration

Real Geeks can send leads directly to your Velocify CRM

How to connect

  1. Click Configure Destinations
  2. Click in your site
  3. Velocify is one of the available destination to connect. Click Connect to Velocify
  4. Client is the identification inside Velicify, if you are using Movement Mortgage just select Movement Mortage option. If you are using other Client pick Other and enter the Client ID provider by Velocify
  5. Enter the Campaign ID, all leads will be sent to a specific campaign.

The other options are standard to any destination Real Geeks connects to.

With the User field you can choose to make this connection associated with an agent so only leads assigned to that agent will be sent to Velocify. Note that you can connect to Velocify multiple times, each for a different user.

Click Save and your integration is complete.

The leads fields sent to Velocify are:

  • First name
  • Last name
  • Phone
  • Email

Velocify with Movement Mortgage

If you want to connect with Movement Mortgage Velocify account just follow the same steps above and choose Movement Mortgate as Client.

You will also be asked for the State where your company operates. And the Campaign ID.

The fields sent to Velocify with Movement Mortgage are:

  • First name
  • Last name
  • Phone
  • Email
  • Property State (the value you selected when connecting)
velocify.txt · Last modified: 2017/06/21 14:20 by brittany