Authentication
Velocify uses basic authentication so all you need to do is to provide a valid username/password combination for your account.
Creating Leads in Velocify
In order to create leads using the Velocify connector there are a few preliminary steps to be undertaken first:
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Find and run the List Fields method.
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Once successfully run you should have an XML object containing all the fields that you can use.
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Get the details of the fields you wish to use in the Create Lead method.
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In connector testing add the fields you wish to use to the connector in the following format:
soapenv:Envelope.Field_ID_#
where#
is the ID of the field you wish to interact with e.g. if the First Name field had an ID of 1 then the Field Location you would create would besoapenv:Envelope.Field_ID_1
, and it would be best to set the Display Name toFirst Name
. -
Repeat step 4 for every field you wish to have access to, and you’re ready to start creating leads.