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How do I setup a Velocify integration?

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Travis Truett
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1. Login to your Ambition instance.

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

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

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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.

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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.

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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>

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Example Credentials in Ambition

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Example Credentials Transferred to LeadManager

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Setting the File and Data Format

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

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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.

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Data Format

3. Set Data Format Type to "Records".

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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:

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Metric Builder

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

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