Velocify Integration

PRICING

Standard Transactional Pricing

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VERSION

1.0.6

ADDITIONAL INFO

Velocify Website

Overview

It puts the right lead in front of the right sales person at the right time.


Create General Lead

Create a Lead with the Provider Profile of your choice.

Appended Fields

Velocify will append the following data to your lead.

Appended FieldDescription
Outcome
The outcome of the transaction (default is success)
Reason
If the outcome was a failure, this is the reason
Id
The lead ID returned by Velocify
Reference
Reference value provided by Velocify

Custom Input Variables

The following are configuration options (typically not collected with lead data).

VariableDescription
Velocify ClientClient key for Velocify account
Velocify Campaign IdThe ID of the Velocify campaign
Velocify ProviderThe Provider Profile of the Velocify campaign
Velocify Custom
Timeout SecondsProduce an "error" outcome if the server fails to respond within this number of seconds (default: 360)

Create Mortgage Lead

Create a Lead using the ActiveProspect Mortgage template.

Appended Fields

Velocify will append the following data to your lead.

Appended FieldDescription
Outcome
The outcome of the transaction (default is success)
Reason
If the outcome was a failure, this is the reason
Id
The lead ID returned by Velocify
Reference
Reference value provided by Velocify

Fields

The following fields are used by this integration and automatically added to your flow when missing.

FieldDescription
First Name
Last Name
Email
Phone 1
Sent as "evening_phone"
Phone 2
Sent as "day_phone"
Phone 3
Sent as "mobile_phone"
Address 1
City
State
Postal Code
County
Dob
Gender
Ssn
Comments
Sent as borrower_comments
Trustedform Cert Url
The URL pointing to this lead's TrustedForm Certificate
Employment Status
Monthly Salary
Sent as total_monthly_income
Mortgage Annual Income
Sent as current_salary(divided by 12)
Marital Status
Spouse First Name
Spouse Last Name
Spouse Dob
Mortgage Coborrower First Name
Mortgage Coborrower Last Name
Mortgage Coborrower Address 1
Mortgage Coborrower City
Mortgage Coborrower State
Mortgage Coborrower Postal Code
Mortgage Coborrower Dob
Mortgage Coborrower Monthly Salary
Lowermybills Additional Information
Velocify Filter Id
Velocify filter ID
Price
Reference
Is Military
Sent as "is_military"
Ip Address
Campaign Sub Id 1
Campaign Sub ID 1
Campaign Sub Id 2
Campaign Sub ID 2
Campaign Sub Id 3
Campaign Sub ID 3
Mortgage New Property Value
Sent as estimated_current_value or purchase_price
Mortgage Existing Property Value
Sent as "existing_home_value"
Mortgage First Mortgage Balance
Sent as "primary_mortgage_balance"
Mortgage First Mortgage Rate
Sent as "current_interest_rate"
Mortgage Application Timeframe Days
Sent as "est_close_date"
Mortgage Application Is Working With Realtor
Sent as "have_realtor"
Mortgage Bankruptcy Was Declared
Sent as "declared_bankruptcy or discharged_bankruptcy_month"
Mortgage Bankruptcy Discharged Months Ago
Sent as "declared_bankruptcy or discharged_bankruptcy_month"
Credit Rating
Sent as "credit_profile"
Mortgage Application Monthly Debt Payment
Mortgage Loan Amortization
Sent as "amortization_type"
Mortgage Loan Amount
Mortgage Loan Down Payment
Mortgage Loan Ltv
Mortgage Loan Purpose
Mortgage Loan Term
Mortgage Loan Type
Mortgage Loan Apr
Sent as "rate"
Mortgage Property Address
Mortgage Property City
Mortgage Property County
Mortgage Property Postal Code
Mortgage Property State
Mortgage Property Type
Mortgage Property Use
Sent as "intended_property_use"
Mortgage Property Purchase Year
Year the property was purchased
Country
Time To Contact
Costco Is Member
Costco Membership Id
Costco Membership Type
Employment Industry
Employment Months At Job
Trustedform Cert Url
Mortgage Agent Name
Sent as "buyers_agent_name"
Mortgage Agent Phone 1
Sent as "buyers_agent_phone"
Mortgage Application Created At
Sent as "application_date"
Mortgage Application Late Payments
Sent as "num_late_payments"
Mortgage Loan Down Payment Type
Mortgage Property Country
Mortgage Property Msa
Age
Company Name
Name of company/employer
Mortgage Is First Time Buyer
Sent as "first_time_home_buyer"

Custom Input Variables

The following are configuration options (typically not collected with lead data).

VariableDescription
Velocify ClientClient key for the Velocify account
Velocify Campaign IdThe ID of the Velocify campaign
Velocify Custom
Source NameName of the source that provided the lead
Timeout SecondsProduce an "error" outcome if the server fails to respond within this number of seconds (default: 360)

Create Solar Lead

Create a Lead using the ActiveProspect Solar template.

Appended Fields

Velocify will append the following data to your lead.

Appended FieldDescription
Outcome
The outcome of the transaction (default is success)
Reason
If the outcome was a failure, this is the reason
Id
The lead ID returned by Velocify
Reference
Reference value provided by Velocify

Fields

The following fields are used by this integration and automatically added to your flow when missing.

FieldDescription
First Name
First name, defaults to the lead's "First Name" field
Last Name
Last name, defaults to the lead's "Last Name" field
Address 1
Street address, defaults to the lead's "Address 1" field
City
City, defaults to the lead's "City" field
State
State, defaults to the lead's "State" field
Postal Code
Postal code, defaults to the lead's "Postal Code" field
Phone 1
Primary phone number, defaults to the lead's "Phone 1" field
Phone 2
Secondary phone number, defaults to the lead's "Phone 2" field
Email
Email, defaults to the lead's "Email" field
Trustedform Cert Url
The URL pointing to this lead's TrustedForm Certificate, defaults to the lead's "TrustedForm Cert URL" field
Comments
Comments, defaults to the lead's "Comments" field
Price
The price of the lead, defaults to the lead's "Price" field
Reference
External lead identifier or URL, defaults to the lead's "Reference Code" field
Utility Electric Monthly Amount
The monthly electric bill, defaults to the lead's "Electric Monthly Amount" field
Utility Electric Company Name
Name of electric company, defaults to the lead's "Electric Company Name" field

Custom Input Variables

The following are configuration options (typically not collected with lead data).

VariableDescription
Velocify ClientClient key for Velocify account
Velocify Campaign IdThe ID of the Velocify campaign
Velocify Custom
Timeout SecondsProduce an "error" outcome if the server fails to respond within this number of seconds (default: 360)