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Prospects - Velocify
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Written by Support
Updated over a week ago

September 23, 2015

UPDATED March 1, 2020

Velocify is now fully integrated with CRM for partials/prospects, and it will allow you to take advantage of our prospect provider technology which posts data directly to their system through an automated process

To configure  Velocify into your CRM instance, you will go to Settings>Providers and  under ACTIONS select Add New Provider Profile.Select the type = Prospect and select Velocify from the drop down.Fill out the required parameters which are outlined below and click “Save”.

For more information on this Provider click here

These parameters are briefly described here for your reference:

Client ID - This will be provided to you by Velocify.
Provider - This indicates the provider sending the leads to Velocify, you will use "".
Campaign ID - This will be provided to you by Velocify
Alias - For internal purposes only to help you organize among multiple provider profiles within your CRM. 

After you have configured your Provider account into your CRM, you will assign it at the campaign level. This means that it will not be automatically enabled on all your campaigns; instead, you will assign it to those campaigns. 

After you have assigned the prospect provider account to your campaign, our system will start to automatically post your new prospect records to them every 15 minutes, if these records do not convert into customers first!

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