Articles in this section

How do I set up a Velocify integration?

Avatar
Travis Truett
  • Updated
Follow

Velocify Integration

Enable Velocify Integration

1. Login to your Ambition instance.

2. Open the left navigation and click Administration > Data > Integrations.

Screen_Shot_2019-12-30_at_8.47.00_AM.png

 

3. Under Available Integrations, click the blue Enable Integration button in line with the API integration.

Screen_Shot_2020-01-03_at_3.14.03_PM.png

 

Once enabled, the API Integration will appear under Active Integrations at the top of the page.

4. Click the Settings button to enter the API Integration.

Screen_Shot_2020-01-03_at_3.13.32_PM.png

 

5. Set a descriptive name for Integration Name. We recommend an explicit name, typically the system/data being transmitted.

ex: Velocify LeadManager: <Action Name>

6. Provide an Admin Email Address. This email will be contacted if and when Integration issues arise.

7. Click the green Save button.

Screen_Shot_2020-01-03_at_3.19.19_PM.png

Credentials

1. Click the Credentials tab.

2. Copy the Authentication Token and Endpoint to your LeadManager Post template.

(LeadManager) URL: <Ambition Endpoint>
(LeadManager) Header: Authorization=Token <Ambition Authentication Token>

Screen_Shot_2020-01-03_at_3.18.43_PM.png

Example Credentials in Ambition

7e73630-Screen_Shot_2017-05-07_at_11.59.00_AM.png

Example Credentials Transferred to LeadManager

70042c4-Screen_Shot_2017-05-07_at_12.01.16_PM.png

Setting the File and Data Format

1. Within the API Integration, click the Data Format tab.

Screen_Shot_2020-01-03_at_3.25.25_PM.png

File Format

2. Click the dropdown to access File Format options. Set the File Format to "JSON" and click the green Save File Format button.

Screen_Shot_2020-01-03_at_3.26.39_PM.png

Data Format

3. Set Data Format Type to "Records".

Screen_Shot_2020-01-03_at_3.27.15_PM.png


4. Map the field keys found within your LeadManager Post body.

Example LeadManager Post body:

JSON

{
    "last_call_user": "{Lead.LastCall.User.Email}",
    "activity_date": "{Lead.LastCall.CallEnded}",
    "record_id": "{Lead.Id}-{Lead.LastCall.CallStarted}-{Lead.LastCall.User.Email}",
    "phone_dialed": "{Lead.LastCall.PhoneDialed}",
    "call_type": "{Lead.LastCall.CallType}",
    "call_result": "{Lead.LastCall.CallResult}",
    "call_duration": "{Lead.LastCall.CallDuration}"
}

 

Example Ambition Data Format:

Screen_Shot_2020-01-03_at_5.06.31_PM.png

Metric Builder

Under the Metric Builder, click Add.
Create and save desired metrics.

Related articles

Comments

0 comments

Article is closed for comments.