Velocify Integration
Overview
It puts the right lead in front of the right sales person at the right time.
Create General Lead
Create Mortgage Lead
Create Solar Lead
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 Field | Description |
|---|---|
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).
| Variable | Description |
|---|---|
| Velocify Client | Client key for Velocify account |
| Velocify Campaign Id | The ID of the Velocify campaign |
| Velocify Provider | The Provider Profile of the Velocify campaign |
| Velocify Custom | |
| Timeout Seconds | Produce 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 Field | Description |
|---|---|
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.
| Field | Description |
|---|---|
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).
| Variable | Description |
|---|---|
| Velocify Client | Client key for the Velocify account |
| Velocify Campaign Id | The ID of the Velocify campaign |
| Velocify Custom | |
| Source Name | Name of the source that provided the lead |
| Timeout Seconds | Produce 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 Field | Description |
|---|---|
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.
| Field | Description |
|---|---|
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).
| Variable | Description |
|---|---|
| Velocify Client | Client key for Velocify account |
| Velocify Campaign Id | The ID of the Velocify campaign |
| Velocify Custom | |
| Timeout Seconds | Produce an "error" outcome if the server fails to respond within this number of seconds (default: 360) |