How do I setup a Velocify integration?

1. Login to your Ambition instance.

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

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

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.

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.

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>

Example Credentials in Ambition

{
    "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:

Metric Builder

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