Saltar al contenido principal
waffle.svg
Domo

Velocify Connector

Version 2

 

Important: When referencing this page outside of Knowledge Base, use this link: http://knowledge.domo.com?cid=velocify

Intro

Velocify provides cloud-based intelligent sales automation software designed for fast-paced sales environments. Use Domo's Velocify connector to retrieve data about leads, campaigns, milestones, and the like. To learn more about the Velocify API, visit their page (https://service.leads360.com/ClientService.asmx).

The Velocify connector is a "Cloud App" connector, meaning it retrieves data stored in the cloud. In the Data Center, you can access the connector page for this and other Cloud App connectors by clicking Cloud App in the toolbar at the top of the window.

You connect to your Velocify account in the Data Center. This topic discusses the fields and menus that are specific to the Velocify connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.

Prerequisites

To connect to your Velocify account and create a DataSet, you must have a Velocify username and password.

Connecting to Your Velocify Account

This section enumerates the options in the Credentials and Details panes in the Velocify Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.

Credentials Pane

This pane contains fields for entering credentials to connect to your Velocify account. The following table describes what is needed for each field:  

Field

Description

Username

Enter the username you use to log into your Velocify account.

Password

Enter the password you use to log into your Velocify account.

Once you have entered valid Velocify credentials, you can use the same account any time you go to create a new Velocify DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.

Details Pane

This pane contains a single menu in which you select a Velocify report. The following table describes all of the reports you can create using the Velocify connector.

Tip: Velocify allows users to create a custom report through their UI, which is then accessible through the API. If you want to connect to a custom report in Domo, you can do so using the Velocify Advanced connector. If you would like to use this connector, speak to your Domo CSR.

 

Report

Description

Agents 

Returns a list of users in your database. 

Campaigns

Returns a list of campaigns in your database. 

Leads

Returns a list of leads that have been generated during the past 30 days.

Milestones

Returns a list of lead milestones in your database.

Programs

Returns a list of lead distribution programs in your database.

Providers

Returns a list of lead provider integrations in your database.

Reports

Returns a list of reports you have access to.

Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.