Velocify integration + automation

Velocify integrations couldn’t be easier with the Tray Platform’s robust Velocify connector, which connects any services without the need for separate integration tools.

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Integrations

Velocify integrations made easy

Boost your organization’s sales performance with custom Velocify integrations using the low-code Tray Platform. With our platform, any business user can rapidly stand up Velocify API integrations without the need for IT support.

Looking for a Velocify connector to improve sales productivity and win more deals? We give you the power to bi-directionally sync prospect data across any application within your tech stack. Using our visual, drag-and-drop builder, you can sync Velocify and any data source, including FTP, email, webhooks, flat files (such as CSVs), and any other cloud app, even using data within custom fields.

Beyond integrations, you can also build customized Velocify automation with the Tray Platform. Take full control of your sales processes with low-code automation that flawlessly executes your most critical sales processes at scale. We make it easy to stand up automated workflows that improve your prospecting, boost conversions, and win more deals.

Velocify Connector Details

UsesSales
CategorySales Performance Management (SPM)
Connector TypeTray Connector
Operations
Create fieldCreate field groupCreate lead actionGet leadList action typesList field groupsList field typesList field typesList fieldsList lead IDsList leadsUpdate lead field
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The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.

Vice President, Business Systems
Udemy

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